| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 4,053 | $190,907.71 | $195,070.89 | $4,163.18 | 2.18% |
Penny A. Phillips Journey Strategic Wealth LLC | 12,879 | $684,466.96 | $620,639.01 | -$63,827.95 | -9.33% |
Ana-Maria Ignat Covestor Ltd | 4,449 | $181,139.49 | $214,886.7 | $33,747.21 | 18.63% |
David Jarvis Corton Capital Inc. | 5,822 | $294,418.54 | $279,601.55 | -$14,816.99 | -5.03% |
W. Travis McKinney HB Wealth Management LLC | 23,475 | $966,484.42 | $1.13M | $167,592.83 | 17.34% |
| LF Lukas Feh LGT Group Foundation | 22,257 | $818,114.2 | $1.07M | $252,670.07 | 30.88% |
Timothy Taylor TCM Advisors LLC | 15,500 | $519,457 | $750,742.5 | $231,285.5 | 44.52% |
Matt Monson Sovereign's Capital Management LLC | 21,239 | $1.14M | $1.03M | -$112,846.99 | -9.88% |
Thomas Lynch QVIDTVM Management LLC | 844 | $26,788.56 | $40,685.02 | $13,896.46 | 51.87% |
William Jollie Quent Capital LLC | 849 | $34,757.67 | $41,015.19 | $6,257.52 | 18% |
Dalila Toledo Ascent Group LLC | 14,314 | $518,596.22 | $692,439.75 | $173,843.53 | 33.52% |
| EM Erin Mccann Simplicity Wealth LLC | 11,731 | $425,014.13 | $568,601.57 | $143,587.44 | 33.78% |
Eric Dahm Range Financial Group LLC | 88,404 | $3.33M | $4.29M | $961,201.52 | 28.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,566 | $93,684.6 | $124,412.51 | $30,727.91 | 32.8% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2 | $63.48 | $96.12 | $32.64 | 51.42% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 27,427 | $993,680.21 | $1.33M | $336,803.56 | 33.89% |
CJ Harrison DecisionPoint Financial LLC | 3 | $108.69 | $144.93 | $36.24 | 33.34% |
Mariana Coli Dunhill Financial LLC | 23 | $741.31 | $1,111.13 | $369.82 | 49.89% |
Lukas Lindgren Abound Wealth Management | 200 | $8,716.23 | $9,668 | $951.77 | 10.92% |
Drew Phillips Fortitude Family Office LLC | 417 | $17,338.37 | $20,145.27 | $2,806.9 | 16.19% |