| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 226 | $208,582.77 | $322,282.79 | $113,700.02 | 54.51% |
William Jollie Quent Capital LLC | 157 | $160,401.23 | $220,041.79 | $59,640.56 | 37.18% |
Missy Straw Nilsine Partners LLC | 173 | $189,149.55 | $246,703.2 | $57,553.65 | 30.43% |
Dalila Toledo Ascent Group LLC | 228 | $249,283.8 | $325,134.85 | $75,851.05 | 30.43% |
| EM Erin Mccann Simplicity Wealth LLC | 676 | $792,764.83 | $909,524.17 | $116,759.34 | 14.73% |
Ed West Values First Advisors Inc. | 9,825 | $10.61M | $14.01M | $3.4M | 32.06% |
Michael Byun SageView Advisory Group LLC | 230 | $173,151.31 | $322,354.21 | $149,202.9 | 86.17% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 196 | $270,942.56 | $279,501.89 | $8,559.33 | 3.16% |
Mark Fiskio Empirical Asset Management LLC | 436 | $400,185.24 | $611,071.46 | $210,886.22 | 52.7% |
Daniel Ronan Catalyst Financial Partners LLC | 272 | $259,229.14 | $387,880.17 | $128,651.03 | 49.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,290 | $946,126.5 | $1.84M | $893,452.24 | 94.43% |
Edward Lowndes Angeles Wealth Management LLC | 285 | $319,408.02 | $406,418.56 | $87,010.54 | 27.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 14 | $12,926.1 | $19,964.42 | $7,038.32 | 54.45% |
| DAL Drake & Associates LLC Drake & Associates LLC | 324 | $298,116 | $454,098.97 | $155,982.97 | 52.32% |
Keith Williams 4D Advisors LLC | 3,000 | $2.19M | $4.21M | $2.01M | 91.69% |
CJ Harrison DecisionPoint Financial LLC | 1 | $747 | $1,345.45 | $598.45 | 80.11% |
| JG John Ginter Callan Family Office LLC | 1,822 | $1.54M | $2.55M | $1.02M | 66.21% |
Amna Ali Khan GDS Wealth Management | 20,094 | $14.02M | $27.38M | $13.36M | 95.26% |
Albert Moore First National Advisers LLC | 2,083 | $1.92M | $2.97M | $1.05M | 54.93% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 29,124 | $17.21M | $41.5M | $24.3M | 141.2% |