| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 168 | $9,885.12 | $20,680.8 | $10,795.68 | 109.21% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 7,772 | $802,922.7 | $957,121.8 | $154,199.1 | 19.2% |
| RK Russell Kartub Insight Inv LLC | 17,233 | $1.11M | $2.12M | $1.01M | 90.66% |
Caroline Jankowski Operose Advisors LLC | 125 | $10,627.5 | $15,393.75 | $4,766.25 | 44.85% |
Ana-Maria Ignat Covestor Ltd | 332 | $32,642.24 | $41,556.44 | $8,914.2 | 27.31% |
| CB Catherine Bluvol Next Level Private LLC | 3,137 | $384,500.77 | $386,321.55 | $1,820.78 | 0.47% |
Andrew Burkey Joseph Group Capital Management | 205 | $23,216.27 | $25,245.75 | $2,029.48 | 8.74% |
| JL James Langer Redmont Wealth Advisors LLC | 37 | $3,517.22 | $4,556.55 | $1,039.33 | 29.55% |
Bill McVay Red Tortoise LLC | 31 | $2,045.38 | $3,834.08 | $1,788.7 | 87.45% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,105 | $243,127.5 | $260,346.4 | $17,218.9 | 7.08% |
| WTM W. Travis McKinney HB Wealth Management LLC | 49,098 | $5.21M | $6.15M | $938,968.64 | 18.01% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $104.02 | $125.28 | $21.26 | 20.44% |
Allison Tronnes Forum Financial Management LP | 4,158 | $408,163.33 | $520,935.03 | $112,771.7 | 27.63% |
| WJ William Jollie Quent Capital LLC | 1,557 | $154,729.17 | $195,613.69 | $40,884.52 | 26.42% |
Dalila Toledo Ascent Group LLC | 3,237 | $320,351.52 | $406,680.49 | $86,328.97 | 26.95% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 33,950 | $2.53M | $4.25M | $1.73M | 68.28% |
Michael Byun SageView Advisory Group LLC | 987 | $108,013 | $124,001.74 | $15,988.74 | 14.8% |
| TK Taro Kuriyama Axq Capita LLP | 3,489 | $402,980 | $438,486.7 | $35,506.7 | 8.81% |
Kristofer Gray Integrity Financial Corp. /WA | 3,620 | $277,994.94 | $453,531.7 | $175,536.76 | 63.14% |
Daniel Ronan Catalyst Financial Partners LLC | 2,137 | $235,562.56 | $268,941.45 | $33,378.89 | 14.17% |