| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 4,602 | $243,821.07 | $317,561.01 | $73,739.94 | 30.24% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 19 | $1,162.42 | $1,313.18 | $150.76 | 12.97% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,573 | $273,120.12 | $246,751.38 | -$26,368.74 | -9.65% |
William T. Hedges Hedges Asset Management LLC | 18,800 | $598,968 | $1.31M | $714,614.32 | 119.31% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 36 | $2,513.16 | $2,393.28 | -$119.88 | -4.77% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,899 | $376,260.99 | $661,649.16 | $285,388.17 | 75.85% |
Tyler Glazier New Millennium Group LLC | 539 | $27,860.91 | $36,010.59 | $8,149.68 | 29.25% |
Ana-Maria Ignat Covestor Ltd | 692 | $36,764.55 | $48,426.16 | $11,661.61 | 31.72% |
John Swift Benchmark Investment Advisors LLC | 14,375 | $839,943.09 | $993,743.75 | $153,800.66 | 18.31% |
W. Travis McKinney HB Wealth Management LLC | 15,388 | $792,456.12 | $1.08M | $284,396.12 | 35.89% |
William Jollie Quent Capital LLC | 969 | $51,349.15 | $67,810.62 | $16,461.47 | 32.06% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 21,897 | $1.12M | $1.52M | $404,218.74 | 36.22% |
CJ Harrison DecisionPoint Financial LLC | 3 | $154 | $209.94 | $55.94 | 36.32% |
| JG John Ginter Callan Family Office LLC | 4,125 | $210,210 | $284,645.62 | $74,435.62 | 35.41% |
Anita Woodhouse V-Square Quantitative Management LLC | 618 | $31,927.06 | $43,247.64 | $11,320.58 | 35.46% |
Drew Phillips Fortitude Family Office LLC | 277 | $18,931.96 | $19,384.46 | $452.5 | 2.39% |
Brian Dechow SWAN Capital LLC | 3,832 | $100,074.33 | $254,406.48 | $154,332.15 | 154.22% |
Loni Adams Daymark Wealth Partners LLC | 9,059 | $344,332.53 | $607,088.88 | $262,756.35 | 76.31% |
Brian Matter Creative Capital Management Investments LLC | 14 | $714.84 | $979.72 | $264.88 | 37.05% |
Lucas Mosher SP Asset Management LLC | 140,193 | $3.65M | $9.46M | $5.8M | 158.93% |