| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 186 | $21,742.9 | $21,789.9 | $47 | 0.22% |
Jennifer Carlson Gould Capital LLC | 165 | $22,309.19 | $25,009.05 | $2,699.86 | 12.1% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,190 | $176,845.9 | $139,408.5 | -$37,437.4 | -21.17% |
Tyler Glazier New Millennium Group LLC | 20 | $2,972.2 | $2,343 | -$629.2 | -21.17% |
Salvatore Pitti Pitti Group Wealth Management LLC | 1,880 | $199,542.35 | $282,770.8 | $83,228.45 | 41.71% |
Tracy A. Zullo Zullo Investment Group Inc. | 8,434 | $330,967.38 | $988,043.1 | $657,075.72 | 198.53% |
Ana-Maria Ignat Covestor Ltd | 35 | $1,881.91 | $5,304.95 | $3,423.04 | 181.89% |
John Gorlow Cardiff Park Advisors LLC | 7,188 | $558,275.25 | $1.11M | $550,976.98 | 98.69% |
Daniel Flack Intrinsic Value Partners LLC | 12,544 | $383,736.36 | $1.47M | $1.09M | 282.95% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,797 | $876,071.86 | $1.17M | $296,674.91 | 33.86% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,746 | $591,729.9 | $907,443.9 | $315,714 | 53.35% |
Bill McVay Red Tortoise LLC | 110 | $10,502.8 | $12,886.5 | $2,383.7 | 22.7% |
Christopher Pelch Vance Wealth LLC | 2,719 | $243,582.1 | $419,596.11 | $176,014.01 | 72.26% |
Roger Steed KRS Capital Management LLC | 4,885 | $224,067.85 | $572,277.75 | $348,209.9 | 155.4% |
W. Travis McKinney HB Wealth Management LLC | 11,382 | $1.23M | $1.33M | $100,971.64 | 8.19% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,063 | $334,411.15 | $781,322.21 | $446,911.06 | 133.64% |
Russell Mohberg Regatta Capital Group LLC | 6,953 | $462,775.24 | $1.05M | $583,025.49 | 125.98% |
Sue Cox BetterWealth LLC | 18,317 | $2.17M | $2.15M | -$26,925.99 | -1.24% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,963 | $347,524.91 | $347,115.45 | -$409.46 | -0.12% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,320 | $246,685.6 | $271,788 | $25,102.4 | 10.18% |