| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,283 | $509,391.77 | $560,062.7 | $50,670.93 | 9.95% |
| DC Dominic Corabi Wedmont Private Capital | 3,905 | $250,779.1 | $262,025.5 | $11,246.4 | 4.48% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,036 | $466,297.72 | $991,867.52 | $525,569.8 | 112.71% |
| JS Jared Schneid Connective Portfolio Management LLC | 35,965 | $2.6M | $2.74M | $141,288.3 | 5.43% |
| RS Radon Stancil POM Investment Strategies LLC | 55 | $3,614.73 | $4,184.77 | $570.04 | 15.77% |
Jennifer Carlson Gould Capital LLC | 2,225 | $85,989.5 | $171,102.5 | $85,113 | 98.98% |
Caroline Jankowski Operose Advisors LLC | 2,000 | $139,520 | $152,240 | $12,720 | 9.12% |
Ana-Maria Ignat Covestor Ltd | 127 | $4,542.79 | $8,931.91 | $4,389.12 | 96.62% |
Lonny Elfenbein West Michigan Advisors LLC | 10,906 | $700,383.32 | $831,146.26 | $130,762.94 | 18.67% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,868 | $248,402.96 | $271,785.02 | $23,382.06 | 9.41% |
Kenyon Lederer Pinnacle Wealth Management LLC | 22,163 | $792,770.51 | $1.63M | $836,874.88 | 105.56% |
| WJ William Jollie Quent Capital LLC | 206 | $12,925.67 | $14,255.2 | $1,329.53 | 10.29% |
Michael Byun SageView Advisory Group LLC | 1,323 | $92,293 | $91,551.6 | -$741.4 | -0.8% |
Brian Levy West Wealth Group LLC | 5,813 | $208,372.88 | $401,968.95 | $193,596.07 | 92.91% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,656 | $223,068.84 | $355,276.08 | $132,207.24 | 59.27% |
CJ Harrison DecisionPoint Financial LLC | 247 | $16,451.44 | $17,227.01 | $775.57 | 4.71% |
| JG John Ginter Callan Family Office LLC | 3,869 | $266,644.33 | $269,379.9 | $2,735.57 | 1.03% |
Anita Woodhouse V-Square Quantitative Management LLC | 529 | $36,487.45 | $36,831.73 | $344.28 | 0.94% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 138,524 | $6.84M | $9.56M | $2.72M | 39.81% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 156 | $10,018.32 | $10,767.12 | $748.8 | 7.47% |