| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 497 | $170,622.4 | $280,347.77 | $109,725.37 | 64.31% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,845 | $4.42M | $4.52M | $99,047.88 | 2.24% |
| MC mike Chen Byrne Asset Management LLC | 540 | $225,318.48 | $310,905 | $85,586.52 | 37.98% |
| GW Gregory Wood Concorde Financial Corp. | 5,869 | $3.17M | $3.34M | $165,041.05 | 5.2% |
Allison Tronnes Forum Financial Management LP | 571 | $292,558.26 | $328,753.25 | $36,194.99 | 12.37% |
Brian D. Pirie RDST Capital LLC | 95,095 | $52.69M | $54.11M | $1.41M | 2.69% |
| WJ William Jollie Quent Capital LLC | 36 | $22,583.4 | $20,776.68 | -$1,806.72 | -8% |
Dalila Toledo Ascent Group LLC | 2,309 | $1.43M | $1.33M | -$94,472.45 | -6.62% |
Michael Byun SageView Advisory Group LLC | 62 | $38,606 | $35,782.06 | -$2,823.94 | -7.31% |
Katie Christensen iSAM Funds UKK) Ltd | 1,120 | $687,966.46 | $646,318.41 | -$41,648.05 | -6.05% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $3,128.54 | $2,885.65 | -$242.89 | -7.76% |
Mark Fiskio Empirical Asset Management LLC | 554 | $300,318.92 | $319,730.02 | $19,411.1 | 6.46% |
Daniel Ronan Catalyst Financial Partners LLC | 364 | $229,164.75 | $209,350.96 | -$19,813.79 | -8.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,148 | $859,581.64 | $1.24M | $378,053 | 43.98% |
Matthew Heller Willner & Heller LLC | 840 | $378,832.54 | $483,117.6 | $104,285.06 | 27.53% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20 | $10,330.26 | $11,485.2 | $1,154.94 | 11.18% |
| MK Malinda Khauv Cercano Management LLC | 8,407 | $4.55M | $4.84M | $280,289.33 | 6.15% |
Lori Fernicola Castle Wealth Management LLC | 1,082 | $578,931.63 | $622,301.48 | $43,369.85 | 7.49% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14 | $8,823.92 | $7,907.2 | -$916.72 | -10.39% |
CJ Harrison DecisionPoint Financial LLC | 1 | $558 | $576.88 | $18.88 | 3.38% |