| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 79 | $23,083.31 | $25,866.18 | $2,782.87 | 12.06% |
Samantha Pierangeli City State Bank | 100 | $4,943 | $31,830 | $26,887 | 543.94% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 805 | $221,562.25 | $256,231.49 | $34,669.24 | 15.65% |
W. Travis McKinney HB Wealth Management LLC | 10,911 | $1.76M | $3.47M | $1.71M | 97.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 162 | $33,699.72 | $51,564.6 | $17,864.88 | 53.01% |
William Jollie Quent Capital LLC | 216 | $69,446.68 | $69,120 | -$326.68 | -0.47% |
Missy Straw Nilsine Partners LLC | 1,142 | $350,219.61 | $363,498.59 | $13,278.98 | 3.79% |
Dalila Toledo Ascent Group LLC | 3,318 | $825,294.16 | $1.06M | $230,825.21 | 27.97% |
| EM Erin Mccann Simplicity Wealth LLC | 2,624 | $793,016.49 | $859,150.11 | $66,133.62 | 8.34% |
Patrick O'Connell Security Financial Services Inc. | 5,087 | $264,064.74 | $1.62M | $1.36M | 513.18% |
Michael Byun SageView Advisory Group LLC | 1,132 | $247,965.19 | $362,217.37 | $114,252.18 | 46.08% |
Taro Kuriyama Axq Capita LLP | 1,318 | $418,505 | $431,539.57 | $13,034.57 | 3.11% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 109 | $22,392.96 | $34,694.7 | $12,301.74 | 54.94% |
Jaimie Palmer Beacon Capital Management LLC | 1,232 | $130,108.95 | $392,145.59 | $262,036.64 | 201.4% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,368 | $434,315.88 | $435,434.39 | $1,118.51 | 0.26% |
Patricia A. Thompson Leeward Investments LLC - MA | 19,285 | $5.31M | $6.14M | $831,569.01 | 15.67% |
David K. Balsdon Harvest Portfolios Group Inc. | 22,064 | $2.7M | $6.8M | $4.1M | 151.92% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 41,404 | $13.15M | $12.63M | -$518,792.12 | -3.95% |
Daniel Ronan Catalyst Financial Partners LLC | 1,318 | $262,564.84 | $419,519.39 | $156,954.55 | 59.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,463 | $647,934.57 | $1.1M | $454,338.3 | 70.12% |