| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 1 | $562.27 | $762.63 | $200.36 | 35.63% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,572 | $1.17M | $1.2M | $28,771.19 | 2.46% |
Caroline Jankowski Operose Advisors LLC | 1 | $772.64 | $762.63 | -$10.01 | -1.3% |
Ana-Maria Ignat Covestor Ltd | 130 | $78,930.17 | $101,966.8 | $23,036.63 | 29.19% |
Kathryn Brown Morton Brown Family Wealth LLC | 1 | $623.54 | $762.63 | $139.09 | 22.31% |
Stefan Demuth Ameliora Wealth Management Ltd. | 34 | $35,735.02 | $25,929.42 | -$9,805.6 | -27.44% |
Andrew Burkey Joseph Group Capital Management | 15 | $11,589.6 | $11,528.7 | -$60.9 | -0.53% |
Sean Reitenbach Prosperity Consulting Group LLC | 360 | $277,888.6 | $274,546.8 | -$3,341.8 | -1.2% |
Bill McVay Red Tortoise LLC | 9 | $6,374.34 | $6,863.67 | $489.33 | 7.68% |
W. Travis McKinney HB Wealth Management LLC | 3,436 | $2.85M | $2.62M | -$231,439.6 | -8.12% |
| MC mike Chen Byrne Asset Management LLC | 22 | $14,033.79 | $16,908.76 | $2,874.97 | 20.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 52 | $40,139.55 | $39,656.76 | -$482.79 | -1.2% |
William Jollie Quent Capital LLC | 312 | $227,500.16 | $244,720.32 | $17,220.16 | 7.57% |
Missy Straw Nilsine Partners LLC | 1,469 | $1.07M | $1.12M | $50,250.29 | 4.7% |
Dalila Toledo Ascent Group LLC | 377 | $249,485.46 | $287,511.51 | $38,026.05 | 15.24% |
| EM Erin Mccann Simplicity Wealth LLC | 1,173 | $792,730.67 | $901,544.36 | $108,813.69 | 13.73% |
James Peterson Nearwater Capital Markets Ltd. | 5,000 | $3.86M | $3.81M | -$46,200 | -1.2% |
Taro Kuriyama Axq Capita LLP | 2,952 | $1.84M | $2.27M | $428,158.22 | 23.26% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,739 | $1.34M | $1.33M | -$16,928.4 | -1.26% |
David K. Balsdon Harvest Portfolios Group Inc. | 72,397 | $46.91M | $55.21M | $8.3M | 17.69% |