| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 337 | $7,463.68 | $9,206.84 | $1,743.16 | 23.36% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 35,388 | $743,268.96 | $969,985.08 | $226,716.12 | 30.5% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 135 | $2,912.3 | $3,740.17 | $827.87 | 28.43% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 56,583 | $1.29M | $1.57M | $280,928.77 | 21.86% |
| MS Marek Sestak Czech National Bank | 244,780 | $5.08M | $6.69M | $1.61M | 31.72% |
Clint Dunn Beaird Harris Wealth Management LLC | 124 | $2,403.12 | $3,391.4 | $988.28 | 41.12% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 12,097 | $262,103.58 | $330,429.55 | $68,325.97 | 26.07% |
Lindsey Seagraves Carson Advisory Inc. | 8,799 | $206,952.48 | $245,404.11 | $38,451.63 | 18.58% |
Joshua Ryder Taff New Perspectives Inc. | 10,282 | $216,333.28 | $285,479.73 | $69,146.45 | 31.96% |
Ana-Maria Ignat Covestor Ltd | 1,471 | $34,597.92 | $40,173.01 | $5,575.09 | 16.11% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,000 | $23,520 | $27,680 | $4,160 | 17.69% |
Sean Reitenbach Prosperity Consulting Group LLC | 42,977 | $1.05M | $1.18M | $124,310.33 | 11.81% |
Kathleen Thornhill Confluence Wealth Services Inc. | 64,390 | $1.33M | $1.76M | $425,510.18 | 31.94% |
Bill McVay Red Tortoise LLC | 391 | $7,577.58 | $10,715.35 | $3,137.77 | 41.41% |
W. Travis McKinney HB Wealth Management LLC | 123,329 | $2.85M | $3.37M | $519,731.96 | 18.25% |
Jeremy Baltz Raleigh Capital Management Inc. | 51,837 | $1.57M | $1.42M | -$149,225.45 | -9.53% |
William Jollie Quent Capital LLC | 8,181 | $176,470.39 | $223,423.11 | $46,952.72 | 26.61% |
Dalila Toledo Ascent Group LLC | 81,451 | $1.62M | $2.24M | $616,938.16 | 38.1% |
| EM Erin Mccann Simplicity Wealth LLC | 8,221 | $248,274.2 | $225,132.08 | -$23,142.12 | -9.32% |
Robert Glass AlphaCentric Advisors LLC | 5,137 | $139,814.32 | $140,933.59 | $1,119.27 | 0.8% |