| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 22,994 | $5.38M | $5.28M | -$97,878.96 | -1.82% |
| LF Lukas Feh LGT Group Foundation | 40,244 | $8.27M | $9.24M | $970,291.78 | 11.74% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 5,957 | $1.28M | $1.37M | $91,639.16 | 7.17% |
Nathan Geraci ETF Store Inc. | 1,593 | $320,296.96 | $365,625.36 | $45,328.4 | 14.15% |
Courtney Lawson Autumn Glory Partners LLC | 1,617 | $325,012.8 | $372,104.04 | $47,091.24 | 14.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 321 | $52,501.39 | $73,547.52 | $21,046.13 | 40.09% |
William Jollie Quent Capital LLC | 1,572 | $274,349.25 | $361,009.8 | $86,660.55 | 31.59% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,307 | $354,541.56 | $529,571.85 | $175,030.29 | 49.37% |
Dalila Toledo Ascent Group LLC | 10,232 | $2.45M | $2.36M | -$98,100 | -4% |
| EM Erin Mccann Simplicity Wealth LLC | 4,333 | $1.06M | $992,798.62 | -$63,443.39 | -6.01% |
Robert Glass AlphaCentric Advisors LLC | 956 | $188,016.26 | $219,239.48 | $31,223.22 | 16.61% |
Michael Byun SageView Advisory Group LLC | 4,734 | $1.01M | $1.09M | $77,035.92 | 7.64% |
Taro Kuriyama Axq Capita LLP | 12,189 | $2.6M | $2.8M | $200,509.17 | 7.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 610 | $146,322.8 | $139,836.4 | -$6,486.4 | -4.43% |
David K. Balsdon Harvest Portfolios Group Inc. | 19,102 | $4.02M | $4.38M | $364,728.66 | 9.08% |
Daniel Ronan Catalyst Financial Partners LLC | 3,270 | $696,772 | $749,222.4 | $52,450.4 | 7.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,417 | $1.09M | $1.24M | $157,700.93 | 14.52% |
Edward Lowndes Angeles Wealth Management LLC | 6,594 | $1.03M | $1.51M | $487,127.03 | 47.51% |
James M. Perkins Quantum Private Wealth LLC | 1,000 | $200,840 | $229,620 | $28,780 | 14.33% |
| TL Tradewinds LLC Tradewinds LLC | 2,523 | $549,563.43 | $580,592.76 | $31,029.33 | 5.65% |