| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 68 | $10,214 | $12,127.8 | $1,913.8 | 18.74% |
Sima Elimelech Activest Wealth Management | 29 | $5,532.49 | $5,068.33 | -$464.16 | -8.39% |
Brian Baylis Bell Investment Advisors Inc. | 18 | $2,652.53 | $3,293.82 | $641.29 | 24.18% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,541 | $255,175.21 | $286,394.85 | $31,219.64 | 12.23% |
Adam Sappern Mbb Public Markets I LLC | 1,136 | $234,936.16 | $216,055.84 | -$18,880.32 | -8.04% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,299 | $208,242.69 | $227,026.23 | $18,783.54 | 9.02% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 1,525 | $219,142.5 | $266,524.25 | $47,381.75 | 21.62% |
Bobby Adusumilli SJS Investment Consulting Inc. | 52 | $8,319.51 | $9,088.04 | $768.53 | 9.24% |
Kea Molnar Cromwell Holdings LLC | 4 | $556 | $699.08 | $143.08 | 25.73% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,244 | $393,727.23 | $392,183.88 | -$1,543.35 | -0.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10 | $2,068.1 | $1,747.7 | -$320.4 | -15.49% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,486 | $442,650.1 | $434,478.22 | -$8,171.88 | -1.85% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,261 | $615,866.4 | $569,924.97 | -$45,941.43 | -7.46% |
Shaun Peterson Peterson Wealth Services | 1,290 | $170,795.15 | $225,453.3 | $54,658.15 | 32% |
Ana-Maria Ignat Covestor Ltd | 143 | $20,549.1 | $26,167.57 | $5,618.47 | 27.34% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,246 | $1.6M | $1.62M | $14,652.48 | 0.92% |
Bill McVay Red Tortoise LLC | 75 | $9,192 | $13,107.75 | $3,915.75 | 42.6% |
Samantha Pierangeli City State Bank | 30 | $4,506 | $5,243.1 | $737.1 | 16.36% |
W. Travis McKinney HB Wealth Management LLC | 2,483 | $398,049.73 | $433,953.91 | $35,904.18 | 9.02% |
William Jollie Quent Capital LLC | 564 | $72,590.8 | $103,206.37 | $30,615.57 | 42.18% |