| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 517 | $22,959.97 | $25,451.91 | $2,491.94 | 10.85% |
Caroline Jankowski Operose Advisors LLC | 2,531 | $97,336.91 | $124,601.13 | $27,264.22 | 28.01% |
Ana-Maria Ignat Covestor Ltd | 1,755 | $78,668.97 | $86,907.6 | $8,238.63 | 10.47% |
Kathryn Brown Morton Brown Family Wealth LLC | 7,956 | $284,826.44 | $391,673.88 | $106,847.44 | 37.51% |
John Gorlow Cardiff Park Advisors LLC | 14,187 | $531,982.18 | $698,426.01 | $166,443.83 | 31.29% |
Kelly Kaczmarczyk Dravo Bay LLC | 34,657 | $1.21M | $1.71M | $498,137.27 | 41.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 36,884 | $1.86M | $1.82M | -$42,785.44 | -2.3% |
Samantha Pierangeli City State Bank | 24 | $1,209.36 | $1,183.32 | -$26.04 | -2.15% |
Morgan Christen Spinnaker Investment Group LLC | 11,106 | $559,317.42 | $552,856.68 | -$6,460.74 | -1.16% |
Randy D. Kurtz Upper Left Wealth Management LLC | 14,837 | $466,370.85 | $730,425.51 | $264,054.66 | 56.62% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 4,717 | $237,689.63 | $234,812.26 | -$2,877.37 | -1.21% |
W. Travis McKinney HB Wealth Management LLC | 12,148 | $567,866.96 | $601,568.96 | $33,702 | 5.93% |
Ryan Fink Treasure Coast Financial Planning | 557,080 | $19.83M | $27.46M | $7.64M | 38.53% |
Nathan Geraci ETF Store Inc. | 4,447 | $224,084.33 | $220,148.73 | -$3,935.6 | -1.76% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 4,947 | $200,304.03 | $243,367.66 | $43,063.63 | 21.5% |
Jeremy Baltz Raleigh Capital Management Inc. | 83,292 | $3.65M | $4.1M | $451,191.72 | 12.36% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,058 | $473,188.32 | $642,845.34 | $169,657.02 | 35.85% |
William Jollie Quent Capital LLC | 72,486 | $2.42M | $3.59M | $1.17M | 48.44% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 18,920 | $657,658.12 | $931,431.6 | $273,773.48 | 41.63% |
Dalila Toledo Ascent Group LLC | 42,530 | $1.68M | $2.1M | $416,791.5 | 24.81% |