| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 26 | $2,221.13 | $2,552.42 | $331.29 | 14.92% |
Caroline Jankowski Operose Advisors LLC | 19 | $1,490.93 | $1,865.23 | $374.3 | 25.11% |
Ana-Maria Ignat Covestor Ltd | 959 | $62,328.74 | $94,432.73 | $32,103.99 | 51.51% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,674 | $1.2M | $1.44M | $236,324.56 | 19.71% |
Bill McVay Red Tortoise LLC | 33 | $1,923.9 | $3,227.73 | $1,303.83 | 67.77% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,610 | $204,806.7 | $256,826.09 | $52,019.39 | 25.4% |
Jeremy Baltz Raleigh Capital Management Inc. | 40 | $3,138.8 | $3,936.03 | $797.23 | 25.4% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,760 | $309,179.69 | $369,987.01 | $60,807.32 | 19.67% |
| WJ William Jollie Quent Capital LLC | 491 | $40,343 | $48,373.32 | $8,030.32 | 19.91% |
| MS Missy Straw Nilsine Partners LLC | 6,749 | $388,508.5 | $664,107 | $275,598.5 | 70.94% |
Dalila Toledo Ascent Group LLC | 9,056 | $703,017.28 | $892,197.12 | $189,179.84 | 26.91% |
| EM Erin Mccann Simplicity Wealth LLC | 3,702 | $307,553.79 | $364,279.76 | $56,725.97 | 18.44% |
Michael Byun SageView Advisory Group LLC | 95 | $7,792 | $9,359.4 | $1,567.4 | 20.12% |
| TK Taro Kuriyama Axq Capita LLP | 4,916 | $403,210.16 | $484,226 | $81,015.84 | 20.09% |
| MT Michael Topley Lansing Street Advisors | 6,316 | $437,004.04 | $622,252.32 | $185,248.28 | 42.39% |
| TG Timothy Gerlach Novem Group | 13,101 | $1.16M | $1.29M | $128,733.62 | 11.08% |
Daniel Ronan Catalyst Financial Partners LLC | 4,702 | $368,966 | $464,822.79 | $95,856.79 | 25.98% |
| JG John Ginter Callan Family Office LLC | 28,291 | $2.32M | $2.8M | $480,058.59 | 20.71% |
Anita Woodhouse V-Square Quantitative Management LLC | 321 | $26,129.34 | $31,750.11 | $5,620.77 | 21.51% |
Mariana Coli Dunhill Financial LLC | 2 | $164.04 | $197.48 | $33.44 | 20.39% |