| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 794 | $201,421.91 | $204,391.56 | $2,969.65 | 1.47% |
| AS Audrey Soza Custos Family Office LLC | 892 | $236,834.93 | $229,694.46 | -$7,140.47 | -3.01% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,452 | $3.32M | $4.49M | $1.16M | 35.01% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,032 | $244,842.87 | $268,309.68 | $23,466.81 | 9.58% |
Ana-Maria Ignat Covestor Ltd | 175 | $33,175.8 | $45,542 | $12,366.2 | 37.27% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 5,515 | $682,344.15 | $1.43M | $746,923.25 | 109.46% |
W. Travis McKinney HB Wealth Management LLC | 1,711 | $415,378.16 | $445,270.64 | $29,892.48 | 7.2% |
Mike Meixler Meixler Investment Management Ltd. | 4,793 | $1.03M | $1.23M | $201,816.15 | 19.57% |
Matt Monson Sovereign's Capital Management LLC | 1,026 | $211,400.19 | $264,297.6 | $52,897.41 | 25.02% |
Jeremy Baltz Raleigh Capital Management Inc. | 3 | $603.8 | $782.08 | $178.28 | 29.53% |
William Jollie Quent Capital LLC | 141 | $33,384.58 | $36,693.84 | $3,309.26 | 9.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,238 | $798,604.55 | $1.1M | $304,292.57 | 38.1% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,176 | $588,903.39 | $832,172.03 | $243,268.64 | 41.31% |
Sean Murray Quantum Financial Advisors LLC | 2,243 | $537,512.52 | $587,351.98 | $49,839.46 | 9.27% |
Kevin Zemann WealthPlan Investment Management LLC | 10,411 | $2.17M | $2.68M | $510,563.36 | 23.49% |
Michael Stulic Astoria Portfolio Advisors LLC | 997 | $244,095.08 | $260,969.73 | $16,874.65 | 6.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,030 | $253,794.9 | $528,849.71 | $275,054.81 | 108.38% |
CJ Harrison DecisionPoint Financial LLC | 1 | $258 | $260.24 | $2.24 | 0.87% |
| JG John Ginter Callan Family Office LLC | 843 | $202,017 | $216,843.63 | $14,826.63 | 7.34% |
Albert Moore First National Advisers LLC | 1,663 | $321,159.96 | $435,473.18 | $114,313.22 | 35.59% |