| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 20,916 | $1.7M | $1.85M | $148,343.46 | 8.71% |
| LF Lukas Feh LGT Group Foundation | 11,149 | $805,734.9 | $935,178.12 | $129,443.22 | 16.07% |
| MC mike Chen Byrne Asset Management LLC | 6,185 | $459,642.2 | $523,622.1 | $63,979.9 | 13.92% |
Russell Mohberg Regatta Capital Group LLC | 3,800 | $295,008.72 | $326,496 | $31,487.28 | 10.67% |
William Jollie Quent Capital LLC | 812 | $72,796.74 | $68,110.56 | -$4,686.18 | -6.44% |
Dalila Toledo Ascent Group LLC | 13,996 | $1.01M | $1.24M | $234,013.12 | 23.28% |
| EM Erin Mccann Simplicity Wealth LLC | 2,678 | $259,387.24 | $226,719.48 | -$32,667.76 | -12.59% |
Ed West Values First Advisors Inc. | 16,248 | $1.51M | $1.44M | -$67,591.68 | -4.49% |
Michael Byun SageView Advisory Group LLC | 58,909 | $4.93M | $4.94M | $15,344.28 | 0.31% |
Brian Levy West Wealth Group LLC | 10,696 | $750,135.14 | $905,523.36 | $155,388.22 | 20.71% |
Daniel Ronan Catalyst Financial Partners LLC | 2,731 | $245,092.26 | $241,830.05 | -$3,262.21 | -1.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,175 | $717,111 | $723,896.25 | $6,785.25 | 0.95% |
Edward Lowndes Angeles Wealth Management LLC | 2,557 | $230,224.17 | $226,422.35 | -$3,801.82 | -1.65% |
| TL Tradewinds LLC Tradewinds LLC | 12,147 | $1.13M | $1.05M | -$76,526.1 | -6.8% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 553 | $40,916.94 | $48,968.15 | $8,051.21 | 19.68% |
William Cantus Pacific Sage Partners LLC | 2,907 | $218,100.93 | $246,106.62 | $28,005.69 | 12.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,734 | $1.56M | $1.59M | $27,689.25 | 1.78% |
CJ Harrison DecisionPoint Financial LLC | 5 | $457 | $423.3 | -$33.7 | -7.37% |
| JG John Ginter Callan Family Office LLC | 21,823 | $1.84M | $1.84M | $2,764.94 | 0.15% |
Anita Woodhouse V-Square Quantitative Management LLC | 27,556 | $2.32M | $2.44M | $115,510.57 | 4.97% |