| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 2,273 | $276,026.86 | $339,313.44 | $63,286.58 | 22.93% |
Ana-Maria Ignat Covestor Ltd | 58 | $7,270.92 | $8,588.06 | $1,317.14 | 18.12% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,671 | $308,385.96 | $399,755.21 | $91,369.25 | 29.63% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,950 | $212,986.84 | $288,015 | $75,028.16 | 35.23% |
W. Travis McKinney HB Wealth Management LLC | 12,002 | $1.49M | $1.78M | $292,136.13 | 19.67% |
Mike Meixler Meixler Investment Management Ltd. | 4,859 | $576,764.1 | $717,261.28 | $140,497.18 | 24.36% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,238 | $190,852.19 | $334,983.84 | $144,131.65 | 75.52% |
William Jollie Quent Capital LLC | 231 | $29,614.78 | $34,204.17 | $4,589.39 | 15.5% |
Timothy R. Guthrie Bullseye Investment Management LLC | 10 | $1,265.8 | $1,498.95 | $233.15 | 18.42% |
| EM Erin Mccann Simplicity Wealth LLC | 2,664 | $329,725.68 | $395,231.04 | $65,505.36 | 19.87% |
Taro Kuriyama Axq Capita LLP | 4,835 | $754,163 | $716,353.6 | -$37,809.4 | -5.01% |
David K. Balsdon Harvest Portfolios Group Inc. | 5,508 | $700,399.12 | $826,943.58 | $126,544.46 | 18.07% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 2,442 | $297,289.08 | $364,724.91 | $67,435.83 | 22.68% |
Angela Cox W Advisors LLC | 1,448 | $215,896.81 | $216,780.08 | $883.27 | 0.41% |
Kevin Zemann WealthPlan Investment Management LLC | 1,427 | $205,644.97 | $211,295.9 | $5,650.93 | 2.75% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 27,878 | $3.67M | $4.13M | $457,384.39 | 12.46% |
CJ Harrison DecisionPoint Financial LLC | 5 | $616 | $740.35 | $124.35 | 20.19% |
Albert Moore First National Advisers LLC | 6,891 | $823,744.24 | $1.04M | $212,110.88 | 25.75% |
Anita Woodhouse V-Square Quantitative Management LLC | 489 | $63,191.2 | $72,406.23 | $9,215.03 | 14.58% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 38,210 | $4.96M | $5.7M | $747,659.72 | 15.08% |