| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 1,741 | $351,839.42 | $366,567.55 | $14,728.13 | 4.19% |
Andrew Burkey Joseph Group Capital Management | 40 | $8,760.8 | $8,280.8 | -$480 | -5.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,999 | $2.3M | $2.53M | $229,300.89 | 9.98% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,998 | $571,216.94 | $631,228.9 | $60,011.96 | 10.51% |
Bill McVay Red Tortoise LLC | 17 | $2,217.75 | $3,579.35 | $1,361.6 | 61.4% |
| EI Excelsior Investors Intelligent Financial Strategies | 166 | $23,148.7 | $34,951.3 | $11,802.6 | 50.99% |
W. Travis McKinney HB Wealth Management LLC | 30,048 | $6.39M | $6.33M | -$61,474.49 | -0.96% |
| LF Lukas Feh LGT Group Foundation | 40,244 | $8.27M | $8.63M | $366,027.72 | 4.43% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 5,957 | $1.28M | $1.28M | -$902.89 | -0.07% |
Nathan Geraci ETF Store Inc. | 1,593 | $320,296.96 | $335,406.15 | $15,109.19 | 4.72% |
Courtney Lawson Autumn Glory Partners LLC | 1,669 | $335,456.48 | $351,407.95 | $15,951.47 | 4.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 321 | $52,501.39 | $67,586.55 | $15,085.16 | 28.73% |
William Jollie Quent Capital LLC | 1,572 | $274,349.25 | $337,288.32 | $62,939.07 | 22.94% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,313 | $355,326.78 | $487,002.15 | $131,675.37 | 37.06% |
Dalila Toledo Ascent Group LLC | 10,129 | $2.43M | $2.13M | -$300,330.69 | -12.34% |
| EM Erin Mccann Simplicity Wealth LLC | 4,333 | $1.06M | $897,017.68 | -$159,224.33 | -15.07% |
Robert Glass AlphaCentric Advisors LLC | 956 | $188,016.26 | $201,285.8 | $13,269.54 | 7.06% |
Michael Byun SageView Advisory Group LLC | 4,734 | $1.01M | $1.02M | $6,641.29 | 0.66% |
Taro Kuriyama Axq Capita LLP | 12,189 | $2.6M | $2.52M | -$73,865.17 | -2.84% |
Katie Christensen iSAM Funds UKK) Ltd | 1,325 | $280,807.23 | $278,978.75 | -$1,828.48 | -0.65% |