| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 17,203 | $296,706.28 | $323,416.4 | $26,710.12 | 9% |
Ana-Maria Ignat Covestor Ltd | 716 | $13,558.04 | $13,367.72 | -$190.32 | -1.4% |
Andrew Burkey Joseph Group Capital Management | 606 | $10,789.65 | $11,389.77 | $600.12 | 5.56% |
Sean Reitenbach Prosperity Consulting Group LLC | 16,135 | $308,339.85 | $302,773.27 | -$5,566.58 | -1.81% |
Christopher H. Jackson Drystone LLC | 243,012 | $4.91M | $4.56M | -$348,174.91 | -7.1% |
Bill McVay Red Tortoise LLC | 141 | $2,432.25 | $2,645.16 | $212.91 | 8.75% |
Christopher Pelch Vance Wealth LLC | 10,686 | $185,301.89 | $202,072.26 | $16,770.37 | 9.05% |
W. Travis McKinney HB Wealth Management LLC | 62,277 | $1.17M | $1.16M | -$5,906.92 | -0.51% |
| MC mike Chen Byrne Asset Management LLC | 41,072 | $827,435.81 | $770,716.08 | -$56,719.73 | -6.85% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,441 | $28,231.82 | $27,040.36 | -$1,191.46 | -4.22% |
| LWL Leo Wealth LLC Leo Wealth LLC | 155,156 | $3.33M | $2.92M | -$415,550.85 | -12.48% |
William Jollie Quent Capital LLC | 2,638 | $48,039.26 | $49,251.46 | $1,212.2 | 2.52% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 12,055 | $228,921.05 | $225,066.85 | -$3,854.2 | -1.68% |
Marc H. Stone Tyler-Stone Wealth Management | 37,800 | $837,025.5 | $709,695 | -$127,330.5 | -15.21% |
Dalila Toledo Ascent Group LLC | 29,516 | $509,066.05 | $555,048.38 | $45,982.33 | 9.03% |
| EM Erin Mccann Simplicity Wealth LLC | 47,212 | $883,039.08 | $876,962.9 | -$6,076.18 | -0.69% |
James Peterson Nearwater Capital Markets Ltd. | 715,800 | $13.68M | $13.3M | -$382,953 | -2.8% |
Daniel Ronan Catalyst Financial Partners LLC | 10,385 | $198,457 | $194,978.37 | -$3,478.63 | -1.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,106 | $388,265.05 | $319,369.02 | -$68,896.03 | -17.74% |
John DeMarco Trajan Wealth LLC | 476,912 | $10.07M | $8.98M | -$1.09M | -10.8% |