| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 20 | $1,901.8 | $1,890.8 | -$11 | -0.58% |
Missy Straw Nilsine Partners LLC | 4,333 | $311,049.05 | $410,075.12 | $99,026.07 | 31.84% |
Dalila Toledo Ascent Group LLC | 13,647 | $826,477.51 | $1.29M | $464,119.28 | 56.16% |
| EM Erin Mccann Simplicity Wealth LLC | 3,953 | $375,890.75 | $373,558.5 | -$2,332.25 | -0.62% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,782 | $364,483.37 | $358,420.14 | -$6,063.23 | -1.66% |
Edward Lowndes Angeles Wealth Management LLC | 3,502 | $292,811.18 | $331,324.22 | $38,513.04 | 13.15% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,224 | $1.33M | $1.53M | $200,829.85 | 15.1% |
| JG John Ginter Callan Family Office LLC | 82,060 | $5.42M | $7.77M | $2.34M | 43.16% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,901 | $486,751.54 | $557,880.54 | $71,129 | 14.61% |
Rachel Faulk Cape Investment Advisory Inc. | 584 | $55,532.82 | $55,211.36 | -$321.46 | -0.58% |
Mariana Coli Dunhill Financial LLC | 505 | $44,235.1 | $47,742.7 | $3,507.6 | 7.93% |
Lukas Lindgren Abound Wealth Management | 21 | $1,652.1 | $1,986.18 | $334.08 | 20.22% |
Drew Phillips Fortitude Family Office LLC | 169 | $6,851.25 | $15,977.26 | $9,126.01 | 133.2% |
Alex Nunnamaker Schechter Investment Advisors LLC | 11,432 | $410,656.19 | $1.08M | $671,839.89 | 163.6% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 9,525 | $471,323.41 | $900,350.62 | $429,027.21 | 91.03% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 2,546 | $201,046.02 | $240,698.84 | $39,652.82 | 19.72% |
Loni Adams Daymark Wealth Partners LLC | 2,267 | $215,533 | $214,390.19 | -$1,142.81 | -0.53% |
| QS Quentin Stoker Gallacher Capital Management LLC | 6,774 | $322,908.73 | $644,749.32 | $321,840.59 | 99.67% |
Patrick D. Hayes Canopy Partners LLC | 4,837 | $214,307.51 | $460,385.66 | $246,078.15 | 114.82% |
Sheryl Stephens Stephens Consulting LLC | 37 | $2,911 | $3,494.28 | $583.28 | 20.04% |