| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 34 | $1,351.29 | $1,436.16 | $84.87 | 6.28% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 5,053 | $215,111.28 | $213,438.72 | -$1,672.56 | -0.78% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 7,026 | $320,666.64 | $296,778.24 | -$23,888.4 | -7.45% |
Ana-Maria Ignat Covestor Ltd | 397 | $15,901.84 | $16,769.28 | $867.44 | 5.45% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 6,605 | $203,994.13 | $278,995.2 | $75,001.07 | 36.77% |
| MH Michael Hackman HFG Advisors Inc. | 13,084 | $456,010.88 | $552,668.16 | $96,657.28 | 21.2% |
| WTM W. Travis McKinney HB Wealth Management LLC | 13,562 | $542,027.52 | $572,858.88 | $30,831.36 | 5.69% |
| WJ William Jollie Quent Capital LLC | 2,295 | $97,757.12 | $96,940.8 | -$816.32 | -0.84% |
Michael Byun SageView Advisory Group LLC | 21,360 | $784,385.43 | $902,246.4 | $117,860.97 | 15.03% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,291 | $306,798.85 | $350,211.84 | $43,412.99 | 14.15% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,355 | $354,026.93 | $352,915.2 | -$1,111.73 | -0.31% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 750 | $18,112.5 | $31,680 | $13,567.5 | 74.91% |
CJ Harrison DecisionPoint Financial LLC | 8 | $308 | $337.92 | $29.92 | 9.71% |
| JG John Ginter Callan Family Office LLC | 19,915 | $828,458.05 | $841,209.6 | $12,751.55 | 1.54% |
Amna Ali Khan GDS Wealth Management | 51,487 | $1.98M | $2.17M | $195,650.6 | 9.89% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $2,394 | $2,534.4 | $140.4 | 5.86% |
Anita Woodhouse V-Square Quantitative Management LLC | 552 | $25,193.75 | $23,316.48 | -$1,877.27 | -7.45% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 12,744 | $404,519.42 | $538,306.56 | $133,787.14 | 33.07% |
Mariana Coli Dunhill Financial LLC | 54 | $2,446.69 | $2,280.96 | -$165.73 | -6.77% |
| DP Drew Phillips Fortitude Family Office LLC | 258 | $10,185.89 | $10,897.92 | $712.03 | 6.99% |