| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,633 | $369,819.19 | $425,229.5 | $55,410.31 | 14.98% |
Justin Fulmer Shelton Wealth Management LLC | 6,112 | $1.03M | $1.02M | -$10,634.88 | -1.03% |
Dominic Corabi Wedmont Private Capital | 1,641 | $232,561.41 | $273,718.8 | $41,157.39 | 17.7% |
Li Peng China Universal Asset Management Co. Ltd. | 16,003 | $2.02M | $2.67M | $647,184.62 | 32.01% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 997 | $142,824.23 | $166,299.6 | $23,475.37 | 16.44% |
Jennifer Carlson Gould Capital LLC | 9,390 | $1.58M | $1.53M | -$48,170.7 | -3.04% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,355 | $326,701.94 | $392,814 | $66,112.06 | 20.24% |
Ana-Maria Ignat Covestor Ltd | 748 | $107,284.84 | $122,230.68 | $14,945.84 | 13.93% |
W. Travis McKinney HB Wealth Management LLC | 7,286 | $994,753.33 | $1.22M | $220,551.47 | 22.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 34 | $5,730.36 | $5,671.2 | -$59.16 | -1.03% |
William Jollie Quent Capital LLC | 130 | $18,269.7 | $21,243.3 | $2,973.6 | 16.28% |
Missy Straw Nilsine Partners LLC | 10,013 | $1.41M | $1.67M | $257,665.01 | 18.24% |
Robert Glass AlphaCentric Advisors LLC | 9,727 | $1.26M | $1.62M | $360,149.39 | 28.53% |
James Peterson Nearwater Capital Markets Ltd. | 155,000 | $26.12M | $23.67M | -$2.45M | -9.38% |
| KJ Ken Joseph Braidwel LLP | 336,171 | $37.39M | $51.34M | $13.95M | 37.3% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 305 | $33,733 | $50,874 | $17,141 | 50.81% |
Nolan Baker Retirement Guys Formula LLC | 1,713 | $225,670.62 | $285,728.4 | $60,057.78 | 26.61% |
CJ Harrison DecisionPoint Financial LLC | 2 | $336 | $323 | -$13 | -3.87% |
| JG John Ginter Callan Family Office LLC | 2,824 | $401,355.98 | $465,734.08 | $64,378.1 | 16.04% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 38,974 | $5.32M | $6.5M | $1.18M | 22.08% |