| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashish Sharma DGS Capital Management LLC | 7,594 | $710,918.94 | $776,334.62 | $65,415.68 | 9.2% |
Paul N. Clark Mi LLCapital Management LLC | 2,214 | $218,898.18 | $227,909.16 | $9,010.98 | 4.12% |
Brandon Collier Collier Financial | 766 | $75,667.29 | $78,829.06 | $3,161.77 | 4.18% |
Dominic Corabi Wedmont Private Capital | 3,656 | $362,819.44 | $370,151.72 | $7,332.28 | 2.02% |
Ana-Maria Ignat Covestor Ltd | 743 | $71,635.93 | $75,258.47 | $3,622.54 | 5.06% |
Bill McVay Red Tortoise LLC | 93 | $9,194.91 | $9,517.62 | $322.71 | 3.51% |
Samantha Pierangeli City State Bank | 150 | $14,830.5 | $15,345 | $514.5 | 3.47% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,432 | $240,451.84 | $248,209.92 | $7,758.08 | 3.23% |
Michael Hackman HFG Advisors Inc. | 2,144 | $214,378.56 | $217,294.4 | $2,915.84 | 1.36% |
W. Travis McKinney HB Wealth Management LLC | 19,445 | $1.92M | $1.97M | $46,308.05 | 2.41% |
William Jollie Quent Capital LLC | 178 | $17,694.06 | $18,029.62 | $335.56 | 1.9% |
Michael Byun SageView Advisory Group LLC | 3,568 | $352,768.63 | $364,756.64 | $11,988.01 | 3.4% |
Katie Christensen iSAM Funds UKK) Ltd | 9,700 | $897,443.8 | $996,190 | $98,746.2 | 11% |
Patricia A. Thompson Leeward Investments LLC - MA | 109,759 | $10.88M | $11.3M | $413,461.88 | 3.8% |
CJ Harrison DecisionPoint Financial LLC | 3 | $305 | $303.87 | -$1.13 | -0.37% |
| JG John Ginter Callan Family Office LLC | 2,296 | $216,354.18 | $232,355.2 | $16,001.02 | 7.4% |
Albert Moore First National Advisers LLC | 16,298 | $1.6M | $1.67M | $75,666.27 | 4.74% |
Anita Woodhouse V-Square Quantitative Management LLC | 238 | $22,398 | $24,107.02 | $1,709.02 | 7.63% |
Mariana Coli Dunhill Financial LLC | 2 | $188.22 | $202.58 | $14.36 | 7.63% |
Drew Phillips Fortitude Family Office LLC | 204 | $20,042.92 | $20,663.16 | $620.24 | 3.09% |