| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 35 | $1,144.85 | $1,535.3 | $390.45 | 34.1% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,295 | $297,163.57 | $403,914.22 | $106,750.65 | 35.92% |
Ana-Maria Ignat Covestor Ltd | 3,757 | $122,143.36 | $165,683.7 | $43,540.34 | 35.65% |
Bill McVay Red Tortoise LLC | 162 | $5,088.78 | $6,868.8 | $1,780.02 | 34.98% |
W. Travis McKinney HB Wealth Management LLC | 17,307 | $563,973.06 | $763,238.7 | $199,265.64 | 35.33% |
William Jollie Quent Capital LLC | 11,099 | $360,976.64 | $489,465.9 | $128,489.26 | 35.59% |
Taro Kuriyama Axq Capita LLP | 42,824 | $1.63M | $1.86M | $229,965.08 | 14.11% |
Katie Christensen iSAM Funds UKK) Ltd | 9,200 | $350,060 | $389,712 | $39,652 | 11.33% |
Kevin Zemann WealthPlan Investment Management LLC | 5,265 | $211,389.75 | $232,186.49 | $20,796.74 | 9.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 118 | $4,939 | $5,116.56 | $177.56 | 3.6% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,285 | $383,123.64 | $531,080.55 | $147,956.91 | 38.62% |
CJ Harrison DecisionPoint Financial LLC | 5 | $154.45 | $220.5 | $66.05 | 42.76% |
| JG John Ginter Callan Family Office LLC | 31,593 | $1.01M | $1.38M | $369,986.03 | 36.56% |
Mark Mowrey Signature Resources Capital Management LLC | 116 | $4,234 | $5,020.48 | $786.48 | 18.58% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 248 | $17,283.12 | $10,761.96 | -$6,521.16 | -37.73% |
Mariana Coli Dunhill Financial LLC | 13 | $428.94 | $573.3 | $144.36 | 33.66% |
Lukas Lindgren Abound Wealth Management | 25 | $767.79 | $1,102.37 | $334.58 | 43.58% |
Drew Phillips Fortitude Family Office LLC | 385 | $14,557.1 | $16,978.5 | $2,421.4 | 16.63% |
Loni Adams Daymark Wealth Partners LLC | 9,998 | $308,433.5 | $433,313.32 | $124,879.82 | 40.49% |
Brian Matter Creative Capital Management Investments LLC | 41 | $1,560.05 | $1,808.1 | $248.05 | 15.9% |