| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 204 | $11,400.66 | $16,430.16 | $5,029.5 | 44.12% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,628 | $202,907.88 | $214,208.28 | $11,300.4 | 5.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,590 | $374,092.7 | $460,112.9 | $86,020.2 | 22.99% |
Bill McVay Red Tortoise LLC | 74 | $3,975.28 | $6,090.94 | $2,115.66 | 53.22% |
| MWM Marion Wealth Management Marion Wealth Management | 3,013 | $238,599.47 | $248,000.03 | $9,400.56 | 3.94% |
W. Travis McKinney HB Wealth Management LLC | 3,150 | $291,073.62 | $259,276.5 | -$31,797.12 | -10.92% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $84.71 | $82.31 | -$2.4 | -2.83% |
William Jollie Quent Capital LLC | 1,890 | $168,773.02 | $152,220.6 | -$16,552.42 | -9.81% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,867 | $298,571.07 | $316,784.64 | $18,213.57 | 6.1% |
| EM Erin Mccann Simplicity Wealth LLC | 4,220 | $325,826.2 | $336,840.4 | $11,014.2 | 3.38% |
Michael Byun SageView Advisory Group LLC | 3,243 | $198,474.74 | $261,483.09 | $63,008.35 | 31.75% |
Taro Kuriyama Axq Capita LLP | 9,324 | $719,906 | $744,241.68 | $24,335.68 | 3.38% |
Timothy Gerlach Novem Group | 4,755 | $288,533 | $391,384.05 | $102,851.05 | 35.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,338 | $181,811.22 | $274,750.78 | $92,939.56 | 51.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $5,635.4 | $8,231 | $2,595.6 | 46.06% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 75,776 | $4.78M | $6.18M | $1.41M | 29.46% |
CJ Harrison DecisionPoint Financial LLC | 16 | $1,331 | $1,305.44 | -$25.56 | -1.92% |
| JG John Ginter Callan Family Office LLC | 2,714 | $226,043.72 | $222,059.48 | -$3,984.24 | -1.76% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 5,080 | $459,425.96 | $418,134.8 | -$41,291.16 | -8.99% |
Mariana Coli Dunhill Financial LLC | 20 | $1,894.55 | $1,612.6 | -$281.95 | -14.88% |