| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 63 | $1.19 | $11,644.61 | $11,643.42 | 978,438.66% |
Ana-Maria Ignat Covestor Ltd | 7,608 | $368,658.94 | $1.39M | $1.02M | 276.87% |
W. Travis McKinney HB Wealth Management LLC | 7,084 | $735,035.84 | $1.28M | $548,230.76 | 74.59% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 11,234 | $1.17M | $2.11M | $943,768.18 | 80.97% |
Thomas Lynch QVIDTVM Management LLC | 60,678 | $5.6M | $10.96M | $5.36M | 95.63% |
| EM Erin Mccann Simplicity Wealth LLC | 2,148 | $222,876.48 | $392,267.76 | $169,391.28 | 76% |
Michael Byun SageView Advisory Group LLC | 1,104 | $92,411 | $201,612.48 | $109,201.48 | 118.17% |
Nichole Raftopoulos Nvest Financial LLC | 2,185 | $226,715.6 | $395,605.15 | $168,889.55 | 74.49% |
David T. Morgan High Net Worth Advisory Group LLC | 5,469 | $391,852.18 | $992,076.6 | $600,224.42 | 153.18% |
Michael Topley Lansing Street Advisors | 1,411 | $368,482.64 | $264,943.47 | -$103,539.17 | -28.1% |
Jim Clark Worth Asset Management LLC | 840 | $219,365.99 | $152,376 | -$66,989.99 | -30.54% |
Jeffrey Gilbert Balboa Wealth Partners | 12,639 | $1.01M | $2.31M | $1.3M | 128.43% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,530 | $333,977.15 | $279,408.6 | -$54,568.55 | -16.34% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 51,294 | $4.29M | $10.05M | $5.76M | 134.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 155 | $12,974 | $29,104.35 | $16,130.35 | 124.33% |
Lukas Lindgren Abound Wealth Management | 112 | $12,924.29 | $20,453.44 | $7,529.15 | 58.26% |
Brian Dechow SWAN Capital LLC | 25 | $2,594 | $4,897.75 | $2,303.75 | 88.81% |
Bert D. Barre Colonial Trust Co. / SC | 100 | $11,227 | $18,262 | $7,035 | 62.66% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,000 | $261,149.99 | $195,910 | -$65,239.99 | -24.98% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,739 | $180,438.64 | $317,576.18 | $137,137.54 | 76% |