| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 3,059 | $774,219.28 | $1.09M | $311,817.49 | 40.28% |
Penny A. Phillips Journey Strategic Wealth LLC | 717 | $238,001.84 | $254,556.51 | $16,554.67 | 6.96% |
Caroline Jankowski Operose Advisors LLC | 238 | $43,356.96 | $84,497.14 | $41,140.18 | 94.89% |
Ana-Maria Ignat Covestor Ltd | 399 | $110,925.96 | $144,589.62 | $33,663.66 | 30.35% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,836 | $499,825.46 | $1.01M | $507,039.62 | 101.44% |
W. Travis McKinney HB Wealth Management LLC | 1,382 | $410,107.15 | $490,651.46 | $80,544.31 | 19.64% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,205 | $298,731.55 | $427,811.15 | $129,079.6 | 43.21% |
William Jollie Quent Capital LLC | 150 | $46,380.27 | $54,357 | $7,976.73 | 17.2% |
Robert Glass AlphaCentric Advisors LLC | 300 | $91,314.06 | $106,509 | $15,194.94 | 16.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 637 | $171,868.97 | $226,154.11 | $54,285.14 | 31.59% |
Patricia A. Thompson Leeward Investments LLC - MA | 33,443 | $10.22M | $11.87M | $1.65M | 16.17% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 971 | $300,961 | $344,734.13 | $43,773.13 | 14.54% |
Daniel Ronan Catalyst Financial Partners LLC | 683 | $207,850.77 | $242,485.49 | $34,634.72 | 16.66% |
Michael Stulic Astoria Portfolio Advisors LLC | 763 | $253,545.45 | $270,887.89 | $17,342.44 | 6.84% |
John DeMarco Trajan Wealth LLC | 1,423 | $424,452.25 | $505,207.69 | $80,755.44 | 19.03% |
CJ Harrison DecisionPoint Financial LLC | 2 | $637 | $735.72 | $98.72 | 15.5% |
| JG John Ginter Callan Family Office LLC | 4,421 | $1.39M | $1.57M | $180,863.51 | 13.02% |
Mark Mowrey Signature Resources Capital Management LLC | 1 | $336.33 | $355.03 | $18.7 | 5.56% |
Albert Moore First National Advisers LLC | 2,702 | $639,910.88 | $959,291.06 | $319,380.18 | 49.91% |
Anita Woodhouse V-Square Quantitative Management LLC | 345 | $111,682.29 | $122,485.35 | $10,803.06 | 9.67% |