| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 10,411 | $1.44M | $2.29M | $852,164.11 | 59.36% |
| LF Lukas Feh LGT Group Foundation | 9,904 | $1.63M | $2.2M | $570,201.68 | 34.95% |
| MC mike Chen Byrne Asset Management LLC | 68 | $18,282.48 | $15,068.8 | -$3,213.68 | -17.58% |
Maria Howe Carroll Investors Inc. | 959 | $221,011.14 | $212,504.81 | -$8,506.33 | -3.85% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,094 | $131,210.2 | $242,102.2 | $110,892 | 84.51% |
Allison Tronnes Forum Financial Management LP | 861 | $231,488.45 | $191,202.27 | -$40,286.18 | -17.4% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,025 | $236,272 | $227,298.87 | -$8,973.13 | -3.8% |
William Jollie Quent Capital LLC | 4,953 | $212,873.4 | $1.09M | $875,548.35 | 411.3% |
Timothy R. Guthrie Bullseye Investment Management LLC | 499 | $102,304.98 | $110,917.72 | $8,612.74 | 8.42% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,687 | $196,960.49 | $370,633.9 | $173,673.41 | 88.18% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 4,391 | $220,953.33 | $974,780.04 | $753,826.71 | 341.17% |
Missy Straw Nilsine Partners LLC | 2,198 | $238,122.58 | $487,417.49 | $249,294.91 | 104.69% |
Dalila Toledo Ascent Group LLC | 8,999 | $1.95M | $1.99M | $46,619.12 | 2.39% |
| EM Erin Mccann Simplicity Wealth LLC | 3,861 | $920,058.94 | $841,118.85 | -$78,940.09 | -8.58% |
Michael Byun SageView Advisory Group LLC | 5,646 | $619,276.77 | $1.25M | $631,029.93 | 101.9% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,558 | $295,930.76 | $337,836.72 | $41,905.96 | 14.16% |
Taro Kuriyama Axq Capita LLP | 897 | $206,722.71 | $195,312.78 | -$11,409.93 | -5.52% |
Jason Matthews Kfg Wealth Management LLC | 778 | $209,226 | $172,708.22 | -$36,517.78 | -17.45% |
Katie Christensen iSAM Funds UKK) Ltd | 3,000 | $806,580 | $664,635 | -$141,945 | -17.6% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 24 | $4,398.42 | $5,312.04 | $913.62 | 20.77% |