| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 88 | $12,630.64 | $11,129.36 | -$1,501.28 | -11.89% |
Ana-Maria Ignat Covestor Ltd | 460 | $51,716.83 | $61,134 | $9,417.17 | 18.21% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $548.84 | $505.88 | -$42.96 | -7.83% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,680 | $504,932.84 | $475,308.8 | -$29,624.04 | -5.87% |
Bill McVay Red Tortoise LLC | 54 | $2,458.62 | $6,829.38 | $4,370.76 | 177.77% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 1,793 | $104,548.46 | $231,583.88 | $127,035.42 | 121.51% |
Scott Soler Jackson Hill Advisors LLC | 127,000 | $14.95M | $16.06M | $1.12M | 7.47% |
W. Travis McKinney HB Wealth Management LLC | 6,258 | $704,209.38 | $791,449.26 | $87,239.88 | 12.39% |
| MC mike Chen Byrne Asset Management LLC | 150 | $11,365.94 | $19,752 | $8,386.06 | 73.78% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,454 | $281,530.03 | $436,827.38 | $155,297.35 | 55.16% |
William Jollie Quent Capital LLC | 2,800 | $176,425.68 | $372,119.97 | $195,694.29 | 110.92% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,173 | $223,384.4 | $282,598.65 | $59,214.25 | 26.51% |
Marc H. Stone Tyler-Stone Wealth Management | 2,544 | $365,140.32 | $321,739.68 | -$43,400.64 | -11.89% |
Missy Straw Nilsine Partners LLC | 2,053 | $222,671.5 | $259,642.91 | $36,971.41 | 16.6% |
Dalila Toledo Ascent Group LLC | 12,015 | $1.33M | $1.52M | $188,790.11 | 14.19% |
| EM Erin Mccann Simplicity Wealth LLC | 1,550 | $212,675.52 | $204,103.98 | -$8,571.54 | -4.03% |
Sean Murray Quantum Financial Advisors LLC | 1,485 | $203,756.86 | $187,807.95 | -$15,948.91 | -7.83% |
Edward Lowndes Angeles Wealth Management LLC | 1,476 | $202,521.97 | $186,669.72 | -$15,852.25 | -7.83% |
James M. Perkins Quantum Private Wealth LLC | 4,513 | $509,124.06 | $570,759.11 | $61,635.05 | 12.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 63 | $7,024.49 | $7,967.61 | $943.12 | 13.43% |