| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 568 | $81,700.51 | $82,803.04 | $1,102.53 | 1.35% |
Cole Bruner Buska Wealth Management LLC | 3,796 | $374,437 | $542,790.04 | $168,353.04 | 44.96% |
W. Travis McKinney HB Wealth Management LLC | 15,187 | $1.37M | $2.21M | $845,918.39 | 61.83% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 53 | $5,227.92 | $8,557.91 | $3,329.99 | 63.7% |
William Jollie Quent Capital LLC | 779 | $89,027.42 | $113,562.62 | $24,535.2 | 27.56% |
Missy Straw Nilsine Partners LLC | 4,088 | $186,642.96 | $624,319.36 | $437,676.4 | 234.5% |
Dalila Toledo Ascent Group LLC | 1,293 | $211,211.56 | $184,614.54 | -$26,597.02 | -12.59% |
Dan Mohr Retireful LLC | 9,834 | $1.32M | $1.41M | $97,258.57 | 7.38% |
Katie Christensen iSAM Funds UKK) Ltd | 1,400 | $237,454 | $226,058 | -$11,396 | -4.8% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 34,550 | $5.64M | $4.97M | -$674,243.6 | -11.95% |
Daniel Ronan Catalyst Financial Partners LLC | 1,754 | $209,516.4 | $267,870.88 | $58,354.48 | 27.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,663 | $414,814.75 | $825,552.14 | $410,737.39 | 99.02% |
Sean Murray Quantum Financial Advisors LLC | 1,802 | $213,230.7 | $290,968.94 | $77,738.24 | 36.46% |
Edward Lowndes Angeles Wealth Management LLC | 3,629 | $397,539.05 | $554,220.88 | $156,681.83 | 39.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 39 | $4,668.92 | $5,586.16 | $917.24 | 19.65% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,163 | $534,012.73 | $1.16M | $622,596.88 | 116.59% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 275 | $29,689.06 | $41,998 | $12,308.94 | 41.46% |
CJ Harrison DecisionPoint Financial LLC | 4 | $640 | $583.12 | -$56.88 | -8.89% |
| JG John Ginter Callan Family Office LLC | 3,500 | $398,577.39 | $503,142.5 | $104,565.11 | 26.23% |
Albert Moore First National Advisers LLC | 21,698 | $2.24M | $3.5M | $1.27M | 56.65% |