| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 8,007 | $278,698.38 | $319,479.3 | $40,780.92 | 14.63% |
Russell Kartub Insight Inv LLC | 47,727 | $1.87M | $1.91M | $43,097.89 | 2.31% |
Caroline Jankowski Operose Advisors LLC | 5,000 | $173,000 | $199,700 | $26,700 | 15.43% |
Ana-Maria Ignat Covestor Ltd | 3,247 | $112,346.2 | $129,912.47 | $17,566.27 | 15.64% |
Michael Hackman HFG Advisors Inc. | 23,284 | $815,900.07 | $931,360 | $115,459.93 | 14.15% |
W. Travis McKinney HB Wealth Management LLC | 27,939 | $953,116.91 | $1.12M | $164,722.48 | 17.28% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 29,377 | $1.02M | $1.19M | $165,156.24 | 16.18% |
Paul Elam Oak Harbor Wealth Partners LLC | 219,565 | $14.86M | $8.92M | -$5.94M | -39.95% |
William Jollie Quent Capital LLC | 1,208 | $48,300.32 | $48,332.08 | $31.76 | 0.07% |
Dalila Toledo Ascent Group LLC | 17,860 | $631,351 | $713,774.9 | $82,423.9 | 13.06% |
Patrick O'Connell Security Financial Services Inc. | 9,042 | $236,988.96 | $368,054.61 | $131,065.65 | 55.3% |
Eric Dahm Range Financial Group LLC | 40,745 | $1.33M | $1.66M | $328,425.44 | 24.69% |
| TL Tradewinds LLC Tradewinds LLC | 5,188 | $183,395.8 | $210,710.62 | $27,314.82 | 14.89% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 21,873 | $773,199 | $868,576.83 | $95,377.83 | 12.34% |
CJ Harrison DecisionPoint Financial LLC | 16 | $571.25 | $640.16 | $68.91 | 12.06% |
Mariana Coli Dunhill Financial LLC | 12 | $439.25 | $480.12 | $40.87 | 9.3% |
Lukas Lindgren Abound Wealth Management | 7 | $221.37 | $280 | $58.63 | 26.49% |
Drew Phillips Fortitude Family Office LLC | 404 | $15,485.67 | $16,164.04 | $678.37 | 4.38% |
Bert D. Barre Colonial Trust Co. / SC | 75 | $3,249.45 | $2,995.5 | -$253.95 | -7.82% |
Loni Adams Daymark Wealth Partners LLC | 92,095 | $3.19M | $3.68M | $486,945.3 | 15.25% |