| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 4 | $168.88 | $202.52 | $33.64 | 19.92% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,112 | $345,329.44 | $410,710.56 | $65,381.12 | 18.93% |
Ana-Maria Ignat Covestor Ltd | 1,243 | $50,562.35 | $60,235.78 | $9,673.43 | 19.13% |
W. Travis McKinney HB Wealth Management LLC | 8,908 | $382,095.4 | $451,012.04 | $68,916.64 | 18.04% |
Jeremy Baltz Raleigh Capital Management Inc. | 473 | $21,074.26 | $23,947.99 | $2,873.73 | 13.64% |
Allison Tronnes Forum Financial Management LP | 4,845 | $204,555.9 | $245,302.35 | $40,746.45 | 19.92% |
William Jollie Quent Capital LLC | 723 | $31,222.42 | $35,036.58 | $3,814.16 | 12.22% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,942 | $351,569.64 | $369,541.26 | $17,971.62 | 5.11% |
Marc H. Stone Tyler-Stone Wealth Management | 23,100 | $846,568 | $1.17M | $322,985 | 38.15% |
Missy Straw Nilsine Partners LLC | 53,873 | $2.11M | $2.73M | $622,347.19 | 29.56% |
Ed West Values First Advisors Inc. | 54 | $2,366.28 | $2,734.02 | $367.74 | 15.54% |
Taro Kuriyama Axq Capita LLP | 17,437 | $792,427.3 | $848,833.16 | $56,405.86 | 7.12% |
Timothy Gerlach Novem Group | 12,423 | $470,209.3 | $628,976.49 | $158,767.19 | 33.77% |
Daniel Ronan Catalyst Financial Partners LLC | 5,840 | $278,451 | $295,679.2 | $17,228.2 | 6.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,938 | $805,042.28 | $1.11M | $305,678.66 | 37.97% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 900 | $25,155 | $45,567 | $20,412 | 81.14% |
| JG John Ginter Callan Family Office LLC | 8,397 | $375,909.86 | $397,933.83 | $22,023.97 | 5.86% |
Rodrigo Diaz Plan Group Financial LLC | 64,068 | $2.43M | $3.24M | $814,090.63 | 33.51% |
Linda M. Dagilus Greenfield Savings Bank | 9,652 | $324,526.7 | $488,680.76 | $164,154.06 | 50.58% |
Mark Mowrey Signature Resources Capital Management LLC | 13 | $576 | $658.19 | $82.19 | 14.27% |