| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 7,210 | $310,405.84 | $328,271.3 | $17,865.46 | 5.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 473 | $21,074.26 | $21,578.26 | $504 | 2.39% |
Allison Tronnes Forum Financial Management LP | 4,845 | $204,555.9 | $221,125.8 | $16,569.9 | 8.1% |
William Jollie Quent Capital LLC | 723 | $31,222.42 | $32,918.19 | $1,695.77 | 5.43% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,942 | $351,569.64 | $362,036.07 | $10,466.43 | 2.98% |
Marc H. Stone Tyler-Stone Wealth Management | 24,160 | $885,417 | $1.1M | $215,795.8 | 24.37% |
Missy Straw Nilsine Partners LLC | 53,873 | $2.11M | $2.46M | $354,598.38 | 16.84% |
Ed West Values First Advisors Inc. | 54 | $2,366.28 | $2,480.22 | $113.94 | 4.82% |
Taro Kuriyama Axq Capita LLP | 17,437 | $792,427.3 | $798,265.86 | $5,838.56 | 0.74% |
Timothy Gerlach Novem Group | 12,423 | $470,209.3 | $567,234.18 | $97,024.88 | 20.63% |
Daniel Ronan Catalyst Financial Partners LLC | 5,840 | $278,451 | $266,362.4 | -$12,088.6 | -4.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,938 | $805,042.28 | $998,837.14 | $193,794.86 | 24.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 900 | $25,155 | $41,053.5 | $15,898.5 | 63.2% |
| JG John Ginter Callan Family Office LLC | 8,397 | $375,909.86 | $383,113.12 | $7,203.26 | 1.92% |
Rodrigo Diaz Plan Group Financial LLC | 72,485 | $2.83M | $3.32M | $486,642.15 | 17.19% |
Linda M. Dagilus Greenfield Savings Bank | 9,381 | $316,887.21 | $427,876.79 | $110,989.58 | 35.02% |
Mark Mowrey Signature Resources Capital Management LLC | 13 | $576 | $593.32 | $17.32 | 3.01% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,153 | $51,306.85 | $52,496.09 | $1,189.24 | 2.32% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 130,824 | $4.52M | $5.99M | $1.47M | 32.44% |
Rachel Faulk Cape Investment Advisory Inc. | 205 | $9,774 | $9,333.65 | -$440.35 | -4.51% |