| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 6 | $2,471.1 | $3,175.38 | $704.28 | 28.5% |
Jennifer Carlson Gould Capital LLC | 150 | $32,646 | $79,437.75 | $46,791.75 | 143.33% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 823 | $304,326 | $435,556.29 | $131,230.29 | 43.12% |
| GAP G. Adam Parmer Enhancing Capital LLC | 1,462 | $496,014.32 | $774,397.13 | $278,382.81 | 56.12% |
Caroline Jankowski Operose Advisors LLC | 30 | $16,849.5 | $15,876.9 | -$972.6 | -5.77% |
Ana-Maria Ignat Covestor Ltd | 57 | $19,016.73 | $30,494.43 | $11,477.7 | 60.36% |
Andrew Burkey Joseph Group Capital Management | 4,420 | $1.33M | $2.34M | $1M | 75.29% |
David Jarvis Corton Capital Inc. | 535 | $275,075.6 | $283,138.05 | $8,062.45 | 2.93% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,789 | $766,648.03 | $957,097.11 | $190,449.08 | 24.84% |
| LF Lukas Feh LGT Group Foundation | 1,522 | $470,407.18 | $806,112.08 | $335,704.9 | 71.36% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 3,500 | $1.97M | $1.85M | -$112,035 | -5.7% |
Allison Tronnes Forum Financial Management LP | 501 | $107,254.04 | $268,029.99 | $160,775.95 | 149.9% |
| WJ William Jollie Quent Capital LLC | 38 | $19,775.53 | $20,262.93 | $487.4 | 2.46% |
Dalila Toledo Ascent Group LLC | 19,143 | $6.63M | $10.21M | $3.58M | 53.96% |
Michael Byun SageView Advisory Group LLC | 145 | $81,440 | $77,319.07 | -$4,120.93 | -5.06% |
Mark Fiskio Empirical Asset Management LLC | 1,176 | $417,928.93 | $627,084.36 | $209,155.43 | 50.05% |
| TG Timothy Gerlach Novem Group | 1,966 | $650,209.15 | $1.05M | $398,130.86 | 61.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,984 | $904,370.2 | $1.6M | $694,490.12 | 76.79% |
Jeffrey Gilbert Balboa Wealth Partners | 825 | $418,533.33 | $442,464 | $23,930.67 | 5.72% |
| EL Edward Lowndes Angeles Wealth Management LLC | 916 | $314,980.16 | $491,269.12 | $176,288.96 | 55.97% |