| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,305 | $220,166.55 | $337,655.69 | $117,489.14 | 53.36% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 512 | $48,491.52 | $130,918.4 | $82,426.88 | 169.98% |
Nicholas Shaheen FSA Advisors Inc. | 1,380 | $390,843.6 | $352,189.8 | -$38,653.8 | -9.89% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 304 | $36,504.32 | $77,732.8 | $41,228.48 | 112.94% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,783 | $290,429.13 | $455,913.1 | $165,483.97 | 56.98% |
Ana-Maria Ignat Covestor Ltd | 79 | $12,549.54 | $19,941.18 | $7,391.64 | 58.9% |
W. Travis McKinney HB Wealth Management LLC | 5,440 | $782,378.19 | $1.39M | $608,629.81 | 77.79% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 26,585 | $3.34M | $6.71M | $3.37M | 100.82% |
Mike Meixler Meixler Investment Management Ltd. | 3,748 | $428,461.14 | $958,363.6 | $529,902.46 | 123.68% |
William Jollie Quent Capital LLC | 743 | $121,226.98 | $187,548.06 | $66,321.08 | 54.71% |
Missy Straw Nilsine Partners LLC | 1,465 | $256,549.97 | $374,600.5 | $118,050.53 | 46.01% |
Daniel Ronan Catalyst Financial Partners LLC | 2,205 | $372,005.91 | $563,818.5 | $191,812.59 | 51.56% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 82 | $12,555.7 | $20,967.4 | $8,411.7 | 67% |
CJ Harrison DecisionPoint Financial LLC | 3 | $849.66 | $791.37 | -$58.29 | -6.86% |
| JG John Ginter Callan Family Office LLC | 8,717 | $1.36M | $2.21M | $854,075 | 62.9% |
Anita Woodhouse V-Square Quantitative Management LLC | 132 | $37,385.04 | $33,752.4 | -$3,632.64 | -9.72% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,201 | $202,621 | $307,095.7 | $104,474.7 | 51.56% |
Mariana Coli Dunhill Financial LLC | 7 | $1,144.01 | $1,766.31 | $622.3 | 54.4% |
Lukas Lindgren Abound Wealth Management | 128 | $19,230 | $32,729.6 | $13,499.6 | 70.2% |
Drew Phillips Fortitude Family Office LLC | 72 | $11,213.42 | $18,410.4 | $7,196.98 | 64.18% |