| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 21 | $3,026.52 | $4,965.13 | $1,938.61 | 64.05% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,491 | $476,680.08 | $586,755.05 | $110,074.97 | 23.09% |
Ana-Maria Ignat Covestor Ltd | 399 | $65,439.95 | $93,697.17 | $28,257.22 | 43.18% |
Fernando Vigil Teca Partners LP | 55,108 | $7.1M | $13.04M | $5.94M | 83.67% |
Andrew Burkey Joseph Group Capital Management | 177 | $37,674.45 | $41,982.63 | $4,308.18 | 11.44% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,224 | $260,528.41 | $290,247.12 | $29,718.71 | 11.41% |
James Langer Redmont Wealth Advisors LLC | 25 | $3,189.5 | $5,935.5 | $2,746 | 86.09% |
W. Travis McKinney HB Wealth Management LLC | 16,589 | $2.64M | $3.9M | $1.25M | 47.46% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 1,090 | $164,663.9 | $258,548 | $93,884.1 | 57.02% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,193 | $217,418.11 | $282,681.35 | $65,263.24 | 30.02% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,099 | $751,911.03 | $971,135.08 | $219,224.05 | 29.16% |
William Jollie Quent Capital LLC | 2,578 | $276,745.62 | $605,391.74 | $328,646.12 | 118.75% |
Dalila Toledo Ascent Group LLC | 13,249 | $2.14M | $3.13M | $991,563.58 | 46.35% |
| EM Erin Mccann Simplicity Wealth LLC | 8,793 | $1.83M | $2.07M | $236,188.33 | 12.9% |
Michael Byun SageView Advisory Group LLC | 1,306 | $241,611.02 | $309,757.08 | $68,146.06 | 28.2% |
James Peterson Nearwater Capital Markets Ltd. | 256,000 | $54.98M | $60.18M | $5.2M | 9.46% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 12 | $2,161.68 | $2,843.4 | $681.72 | 31.54% |
Brian Levy West Wealth Group LLC | 2,701 | $310,840.34 | $640,218.03 | $329,377.69 | 105.96% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 156,440 | $32.26M | $36.74M | $4.48M | 13.9% |
Daniel Ronan Catalyst Financial Partners LLC | 1,495 | $277,841.15 | $354,307.52 | $76,466.37 | 27.52% |