| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 3,037 | $768,650.2 | $938,888.55 | $170,238.35 | 22.15% |
Penny A. Phillips Journey Strategic Wealth LLC | 717 | $238,001.84 | $222,076.42 | -$15,925.42 | -6.69% |
Caroline Jankowski Operose Advisors LLC | 226 | $41,444.52 | $68,936.78 | $27,492.26 | 66.34% |
Ana-Maria Ignat Covestor Ltd | 399 | $110,925.96 | $124,005.21 | $13,079.25 | 11.79% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,836 | $499,825.46 | $863,703.8 | $363,878.34 | 72.8% |
W. Travis McKinney HB Wealth Management LLC | 982 | $310,943.15 | $305,195.78 | -$5,747.37 | -1.85% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,205 | $298,731.55 | $370,886.95 | $72,155.4 | 24.15% |
William Jollie Quent Capital LLC | 150 | $46,380.27 | $46,618.5 | $238.23 | 0.51% |
Robert Glass AlphaCentric Advisors LLC | 300 | $91,314.06 | $92,574 | $1,259.94 | 1.38% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 637 | $171,868.97 | $194,304.11 | $22,435.14 | 13.05% |
Patricia A. Thompson Leeward Investments LLC - MA | 33,443 | $10.22M | $10.46M | $235,104.62 | 2.3% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 983 | $304,627.24 | $301,495.93 | -$3,131.31 | -1.03% |
Daniel Ronan Catalyst Financial Partners LLC | 683 | $207,850.77 | $208,676.99 | $826.22 | 0.4% |
Michael Stulic Astoria Portfolio Advisors LLC | 763 | $253,545.45 | $234,233.37 | -$19,312.08 | -7.62% |
CJ Harrison DecisionPoint Financial LLC | 2 | $637 | $621.58 | -$15.42 | -2.42% |
| JG John Ginter Callan Family Office LLC | 7,825 | $2.44M | $2.42M | -$21,231.94 | -0.87% |
Amna Ali Khan GDS Wealth Management | 17,453 | $5.33M | $5.4M | $67,674 | 1.27% |
Mark Mowrey Signature Resources Capital Management LLC | 1 | $336.33 | $303 | -$33.33 | -9.91% |
Albert Moore First National Advisers LLC | 2,702 | $639,910.88 | $829,649.1 | $189,738.22 | 29.65% |
Anita Woodhouse V-Square Quantitative Management LLC | 345 | $111,682.29 | $107,222.55 | -$4,459.74 | -3.99% |