| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 1,073 | $203,387.15 | $247,272.85 | $43,885.7 | 21.58% |
Ana-Maria Ignat Covestor Ltd | 272 | $48,399.68 | $63,773.12 | $15,373.44 | 31.76% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,003 | $227,630.85 | $241,241.56 | $13,610.71 | 5.98% |
Bill McVay Red Tortoise LLC | 44 | $8,472.84 | $10,139.8 | $1,666.96 | 19.67% |
W. Travis McKinney HB Wealth Management LLC | 2,413 | $422,859.58 | $556,075.85 | $133,216.27 | 31.5% |
Matt Monson Sovereign's Capital Management LLC | 1,047 | $194,075.61 | $250,170.18 | $56,094.57 | 28.9% |
William Jollie Quent Capital LLC | 614 | $101,869.44 | $143,958.45 | $42,089.01 | 41.32% |
Ed West Values First Advisors Inc. | 22,460 | $5.1M | $5.18M | $78,610 | 1.54% |
Katie Christensen iSAM Funds UKK) Ltd | 1,100 | $208,505.05 | $264,572 | $56,066.95 | 26.89% |
CJ Harrison DecisionPoint Financial LLC | 2 | $450 | $475.78 | $25.78 | 5.73% |
| JG John Ginter Callan Family Office LLC | 12,020 | $2.28M | $2.85M | $574,493 | 25.22% |
| TIM Tevis Investment Management Tevis Investment Management | 6,020 | $1.04M | $1.41M | $367,564.83 | 35.36% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,054 | $546,226.65 | $703,794.3 | $157,567.65 | 28.85% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 21,465 | $4.96M | $4.95M | -$16,461.38 | -0.33% |
Mariana Coli Dunhill Financial LLC | 3 | $555.68 | $703.32 | $147.64 | 26.57% |
Drew Phillips Fortitude Family Office LLC | 43 | $8,162.15 | $9,909.35 | $1,747.2 | 21.41% |
Bert D. Barre Colonial Trust Co. / SC | 2 | $351.14 | $474.62 | $123.48 | 35.17% |
Nolan Hoffmeyer Thematics Asset Management | 108,154 | $22.89M | $24.92M | $2.03M | 8.88% |
Brian Matter Creative Capital Management Investments LLC | 15 | $3,404.25 | $3,456.75 | $52.5 | 1.54% |
| BP Brett Pohl Kingdom Financial Group LLC | 10 | $1,842 | $2,344.4 | $502.4 | 27.27% |