| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 7,663 | $73,809.41 | $76,400.11 | $2,590.7 | 3.51% |
Dinan Hu R Squared Ltd | 50,307 | $473,448.37 | $505,333.81 | $31,885.44 | 6.73% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 4,546 | $38,291.52 | $45,755.49 | $7,463.97 | 19.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,641 | $166,092.83 | $185,291.54 | $19,198.71 | 11.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,538 | $15,052.79 | $14,887.84 | -$164.95 | -1.1% |
| HC Harry Cowley Stonegate Investment Group LLC | 57,125 | $486,339.6 | $574,391.87 | $88,052.27 | 18.11% |
Candace Cavalier Congress Wealth Management LLC / DE / | 25,075 | $258,229.83 | $249,872.37 | -$8,357.46 | -3.24% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 741 | $6,120.66 | $7,458.16 | $1,337.5 | 21.85% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 523 | $4,177.53 | $5,256.15 | $1,078.62 | 25.82% |
Clint Dunn Beaird Harris Wealth Management LLC | 282 | $2,794.21 | $2,836.92 | $42.71 | 1.53% |
Caroline Jankowski Operose Advisors LLC | 34 | $340.34 | $341.19 | $0.85 | 0.25% |
John Gorlow Cardiff Park Advisors LLC | 14,725 | $122,659.25 | $148,133.5 | $25,474.25 | 20.77% |
Sean Reitenbach Prosperity Consulting Group LLC | 12,823 | $119,638.59 | $128,871.15 | $9,232.56 | 7.72% |
Samantha Pierangeli City State Bank | 2,483 | $20,530.12 | $25,041.05 | $4,510.93 | 21.97% |
W. Travis McKinney HB Wealth Management LLC | 133,227 | $1.37M | $1.32M | -$48,587.8 | -3.54% |
| LF Lukas Feh LGT Group Foundation | 307,275 | $3.09M | $3.09M | $323.55 | 0.01% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,292 | $114,132.96 | $113,541.06 | -$591.9 | -0.52% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,622 | $99,103.26 | $106,804.21 | $7,700.95 | 7.77% |
Dalila Toledo Ascent Group LLC | 76,122 | $768,846.18 | $767,690.37 | -$1,155.81 | -0.15% |
| EM Erin Mccann Simplicity Wealth LLC | 29,452 | $303,738.38 | $293,489.18 | -$10,249.2 | -3.37% |