| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 42,888 | $4.44M | $4.75M | $309,501.89 | 6.97% |
| MC mike Chen Byrne Asset Management LLC | 50 | $5,582.5 | $5,576 | -$6.5 | -0.12% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $104.02 | $111.42 | $7.4 | 7.11% |
Allison Tronnes Forum Financial Management LP | 4,166 | $409,124.29 | $463,175.88 | $54,051.59 | 13.21% |
William Jollie Quent Capital LLC | 1,509 | $150,009.81 | $167,212.29 | $17,202.48 | 11.47% |
Dalila Toledo Ascent Group LLC | 3,245 | $321,312.48 | $360,073.96 | $38,761.48 | 12.06% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 34,197 | $2.56M | $3.8M | $1.24M | 48.49% |
Michael Byun SageView Advisory Group LLC | 2,294 | $259,778.24 | $255,849.82 | -$3,928.42 | -1.51% |
Taro Kuriyama Axq Capita LLP | 9,233 | $1.09M | $1.03M | -$67,716.98 | -6.2% |
Kristofer Gray Integrity Financial Corp. /WA | 3,620 | $277,994.94 | $403,485.2 | $125,490.26 | 45.14% |
Daniel Ronan Catalyst Financial Partners LLC | 2,261 | $250,457.42 | $252,451.95 | $1,994.53 | 0.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 63,052 | $3.72M | $6.99M | $3.27M | 87.84% |
Craig Johnsen Fortitude Advisory Group LLC | 30,487 | $1.87M | $3.38M | $1.51M | 81% |
Kevin Zemann WealthPlan Investment Management LLC | 2,339 | $244,609.4 | $259,184.59 | $14,575.19 | 5.96% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,118 | $253,417.97 | $237,184.23 | -$16,233.74 | -6.41% |
William Cantus Pacific Sage Partners LLC | 7,711 | $534,754.7 | $856,267.99 | $321,513.29 | 60.12% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,202 | $1.23M | $1.25M | $14,659.29 | 1.19% |
CJ Harrison DecisionPoint Financial LLC | 12 | $1,317.5 | $1,329.72 | $12.22 | 0.93% |
| JG John Ginter Callan Family Office LLC | 9,413 | $957,673.13 | $1.05M | $87,828.78 | 9.17% |
Amna Ali Khan GDS Wealth Management | 4,085 | $248,841.96 | $455,661.32 | $206,819.36 | 83.11% |