| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 17,948 | $339,449.91 | $446,456.5 | $107,006.59 | 31.52% |
Lisa Cooper Figure 8 Investment Strategies LLC | 70,563 | $1.55M | $1.75M | $202,280.63 | 13.07% |
Tyler Glazier New Millennium Group LLC | 31 | $530.86 | $772.21 | $241.35 | 45.46% |
Caroline Jankowski Operose Advisors LLC | 1,520 | $29,487.67 | $37,772 | $8,284.33 | 28.09% |
Stefan Demuth Ameliora Wealth Management Ltd. | 2,200 | $55,858 | $54,923 | -$935 | -1.67% |
Sean Reitenbach Prosperity Consulting Group LLC | 51,655 | $885,883.25 | $1.28M | $398,001.77 | 44.93% |
James Langer Redmont Wealth Advisors LLC | 380 | $9,891.4 | $9,471.5 | -$419.9 | -4.25% |
W. Travis McKinney HB Wealth Management LLC | 38,150 | $1.05M | $941,923.5 | -$109,875.61 | -10.45% |
| MC mike Chen Byrne Asset Management LLC | 80 | $1,450.4 | $1,988.4 | $538 | 37.09% |
William Jollie Quent Capital LLC | 4,948 | $141,894.03 | $122,166.12 | -$19,727.91 | -13.9% |
Dalila Toledo Ascent Group LLC | 15,213 | $393,079.4 | $379,031.89 | -$14,047.51 | -3.57% |
Michael Byun SageView Advisory Group LLC | 12,257 | $239,072.67 | $304,647.73 | $65,575.06 | 27.43% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10 | $253.9 | $248.5 | -$5.4 | -2.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,058 | $413,315.47 | $519,922.02 | $106,606.55 | 25.79% |
Edward Lowndes Angeles Wealth Management LLC | 12,397 | $318,358.66 | $308,127.43 | -$10,231.23 | -3.21% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 27,335 | $520,138.73 | $684,195.05 | $164,056.32 | 31.54% |
Arpan Shah XY Capital Ltd. | 510,791 | $10.25M | $12.71M | $2.46M | 24.03% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 79,595 | $2.11M | $1.97M | -$133,606.91 | -6.34% |
CJ Harrison DecisionPoint Financial LLC | 160 | $2,440.96 | $3,949.6 | $1,508.64 | 61.81% |
| JG John Ginter Callan Family Office LLC | 248,316 | $6.26M | $6.14M | -$122,785.67 | -1.96% |