| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 138 | $18,485.07 | $22,830.72 | $4,345.65 | 23.51% |
Andrew Burkey Joseph Group Capital Management | 66 | $9,520.05 | $10,924.32 | $1,404.27 | 14.75% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,131 | $891,973.04 | $846,922.86 | -$45,050.18 | -5.05% |
Bill McVay Red Tortoise LLC | 30 | $2,667.6 | $4,986.3 | $2,318.7 | 86.92% |
W. Travis McKinney HB Wealth Management LLC | 8,674 | $1.01M | $1.44M | $426,463.89 | 42.28% |
Ryan Fink Treasure Coast Financial Planning | 1,644 | $221,282.4 | $268,892.64 | $47,610.24 | 21.52% |
William Jollie Quent Capital LLC | 2,822 | $290,257.27 | $466,871.68 | $176,614.41 | 60.85% |
Dalila Toledo Ascent Group LLC | 7,370 | $788,303.88 | $1.22M | $430,841.52 | 54.65% |
Katie Christensen iSAM Funds UKK) Ltd | 2,400 | $334,968.12 | $398,904 | $63,935.88 | 19.09% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,404 | $244,070.92 | $232,544.52 | -$11,526.4 | -4.72% |
Edward Lowndes Angeles Wealth Management LLC | 1,162 | $202,002.08 | $193,025.63 | -$8,976.45 | -4.44% |
Nadine Hofstetter Northwest Bank & Trust Co. | 101 | $7,487 | $16,950.83 | $9,463.83 | 126.4% |
CJ Harrison DecisionPoint Financial LLC | 5 | $878 | $827.2 | -$50.8 | -5.79% |
| JG John Ginter Callan Family Office LLC | 3,006 | $385,959.86 | $494,922.87 | $108,963.01 | 28.23% |
Albert Moore First National Advisers LLC | 3,371 | $425,859.94 | $560,698.43 | $134,838.49 | 31.66% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,901 | $673,632.49 | $810,821.44 | $137,188.95 | 20.37% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 51,514 | $4.8M | $8.52M | $3.72M | 77.47% |
Rachel Faulk Cape Investment Advisory Inc. | 20 | $3,476.77 | $3,308.8 | -$167.97 | -4.83% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 25 | $3,414.75 | $4,138 | $723.25 | 21.18% |
Mariana Coli Dunhill Financial LLC | 26 | $2,871.13 | $4,301.44 | $1,430.31 | 49.82% |