| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 67 | $7,124.78 | $11,097.21 | $3,972.43 | 55.76% |
Bill McVay Red Tortoise LLC | 119 | $9,230.83 | $19,589.78 | $10,358.95 | 112.22% |
Samantha Pierangeli City State Bank | 350 | $27,149.5 | $57,321.25 | $30,171.75 | 111.13% |
W. Travis McKinney HB Wealth Management LLC | 13,737 | $1.37M | $2.3M | $936,958.97 | 68.62% |
| LF Lukas Feh LGT Group Foundation | 2,800 | $361,215.75 | $463,316 | $102,100.25 | 28.27% |
William Jollie Quent Capital LLC | 1,739 | $156,189.27 | $291,456.4 | $135,267.13 | 86.6% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,100 | $162,372 | $351,960.02 | $189,588.02 | 116.76% |
Dalila Toledo Ascent Group LLC | 3,349 | $398,757.1 | $548,482.47 | $149,725.37 | 37.55% |
| EM Erin Mccann Simplicity Wealth LLC | 1,532 | $259,827.22 | $256,150.4 | -$3,676.82 | -1.42% |
Joseph J. Costigan apricus wealth LLC | 23,095 | $1.7M | $3.91M | $2.2M | 129.58% |
Michael Byun SageView Advisory Group LLC | 3,564 | $321,462.5 | $586,242.36 | $264,779.86 | 82.37% |
Taro Kuriyama Axq Capita LLP | 7,422 | $939,328.42 | $1.23M | $294,875.96 | 31.39% |
Mark Fiskio Empirical Asset Management LLC | 4,166 | $288,016.82 | $685,161.19 | $397,144.37 | 137.89% |
Daniel Ronan Catalyst Financial Partners LLC | 227,190 | $24.17M | $37.38M | $13.21M | 54.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,841 | $1.18M | $2.66M | $1.47M | 124.63% |
Jeffrey Gilbert Balboa Wealth Partners | 1,324 | $224,550.41 | $217,506.72 | -$7,043.69 | -3.14% |
Edward Lowndes Angeles Wealth Management LLC | 2,496 | $278,992.17 | $410,417.28 | $131,425.11 | 47.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 438 | $51,604.66 | $73,027.74 | $21,423.08 | 41.51% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 123 | $14,269.23 | $20,248.26 | $5,979.03 | 41.9% |
CJ Harrison DecisionPoint Financial LLC | 4 | $679 | $670.4 | -$8.6 | -1.27% |