| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 3,045 | $207,120.9 | $230,780.55 | $23,659.65 | 11.42% |
Ana-Maria Ignat Covestor Ltd | 1,436 | $100,465.71 | $112,855.24 | $12,389.53 | 12.33% |
Kathryn Brown Morton Brown Family Wealth LLC | 7 | $532.35 | $530.53 | -$1.82 | -0.34% |
Lonny Elfenbein West Michigan Advisors LLC | 5,582 | $412,138 | $423,059.78 | $10,921.78 | 2.65% |
Andrew Burkey Joseph Group Capital Management | 87 | $5,917.74 | $6,894.75 | $977.01 | 16.51% |
Bill McVay Red Tortoise LLC | 392 | $16,088.85 | $29,709.68 | $13,620.83 | 84.66% |
W. Travis McKinney HB Wealth Management LLC | 19,357 | $1.11M | $1.47M | $353,451.07 | 31.74% |
William Jollie Quent Capital LLC | 2,021 | $145,164.83 | $158,830.39 | $13,665.56 | 9.41% |
Missy Straw Nilsine Partners LLC | 33,334 | $2.4M | $2.53M | $123,766.16 | 5.15% |
Dalila Toledo Ascent Group LLC | 21,416 | $1.28M | $1.62M | $332,568.44 | 25.92% |
| EM Erin Mccann Simplicity Wealth LLC | 9,823 | $693,297.34 | $778,472.75 | $85,175.41 | 12.29% |
Robert Glass AlphaCentric Advisors LLC | 1,601 | $77,744.55 | $121,339.79 | $43,595.24 | 56.07% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 24,714 | $1.68M | $1.87M | $192,027.78 | 11.42% |
Michael Byun SageView Advisory Group LLC | 3,479 | $217,822.88 | $273,449.4 | $55,626.52 | 25.54% |
Taro Kuriyama Axq Capita LLP | 39,663 | $3.08M | $3.14M | $65,779.49 | 2.14% |
Kristen Williams Athena Investment Management | 5,594 | $344,455.66 | $443,324.5 | $98,868.84 | 28.7% |
Daniel Ronan Catalyst Financial Partners LLC | 3,848 | $260,034.23 | $291,639.92 | $31,605.69 | 12.15% |
Eric Dahm Range Financial Group LLC | 3,809 | $269,825.71 | $288,684.11 | $18,858.4 | 6.99% |
Edward Lowndes Angeles Wealth Management LLC | 2,888 | $219,632.41 | $217,408.64 | -$2,223.77 | -1.01% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 143 | $9,727 | $10,788.63 | $1,061.63 | 10.91% |