| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 858 | $251,085.12 | $318,789.9 | $67,704.78 | 26.96% |
Ana-Maria Ignat Covestor Ltd | 153 | $24,678.4 | $55,866.42 | $31,188.02 | 126.38% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 2,895 | $241,746.2 | $1.05M | $811,903.5 | 335.85% |
W. Travis McKinney HB Wealth Management LLC | 1,239 | $363,775.57 | $452,408.46 | $88,632.89 | 24.36% |
Courtney Lawson Autumn Glory Partners LLC | 630 | $267,019.2 | $239,170.05 | -$27,849.15 | -10.43% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 98,035 | $41.55M | $35.68M | -$5.87M | -14.13% |
Mark Fiskio Empirical Asset Management LLC | 613 | $179,388.32 | $228,995.34 | $49,607.02 | 27.65% |
James M. Perkins Quantum Private Wealth LLC | 500 | $211,920 | $190,600 | -$21,320 | -10.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6 | $2,289 | $2,184.51 | -$104.49 | -4.56% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 33 | $13,986.72 | $12,357.84 | -$1,628.88 | -11.65% |
CJ Harrison DecisionPoint Financial LLC | 1 | $421 | $365.14 | -$55.86 | -13.27% |
| JG John Ginter Callan Family Office LLC | 897 | $224,674.16 | $325,498.87 | $100,824.71 | 44.88% |
Rachel Faulk Cape Investment Advisory Inc. | 10 | $4,242 | $3,651.4 | -$590.6 | -13.92% |
Lukas Lindgren Abound Wealth Management | 45 | $7,801.28 | $16,549.65 | $8,748.37 | 112.14% |
Drew Phillips Fortitude Family Office LLC | 28 | $7,856.32 | $10,223.92 | $2,367.6 | 30.14% |
Brian Matter Creative Capital Management Investments LLC | 8 | $3,390.72 | $2,921.12 | -$469.6 | -13.85% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 16,122 | $3.93M | $6.15M | $2.22M | 56.52% |
Ira Ravitz Beverly Hills Private Wealth LLC | 960 | $114,524.69 | $360,187.21 | $245,662.52 | 214.51% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 175 | $74,172 | $64,529.5 | -$9,642.5 | -13% |
Paul B. Ordonio Park Place Capital Corp. | 12 | $2,922.6 | $4,350.36 | $1,427.76 | 48.85% |