| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 224 | $136,319.41 | $154,013.44 | $17,694.03 | 12.98% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 450 | $218,421.75 | $314,930.25 | $96,508.5 | 44.18% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,807 | $1.9M | $2.62M | $726,379.47 | 38.31% |
Russell Kartub Insight Inv LLC | 600 | $312,789.42 | $419,484 | $106,694.58 | 34.11% |
G. Adam Parmer Enhancing Capital LLC | 649 | $317,114.6 | $453,978.74 | $136,864.14 | 43.16% |
Tyler Glazier New Millennium Group LLC | 53 | $29,309 | $35,679.6 | $6,370.6 | 21.74% |
Ana-Maria Ignat Covestor Ltd | 126 | $64,267.87 | $87,757.74 | $23,489.87 | 36.55% |
Kathryn Brown Morton Brown Family Wealth LLC | 8 | $4,167.06 | $5,385.6 | $1,218.54 | 29.24% |
Fernando Vigil Teca Partners LP | 44,455 | $21.86M | $30.19M | $8.33M | 38.09% |
Stefan Demuth Ameliora Wealth Management Ltd. | 325 | $188,321.25 | $218,790 | $30,468.75 | 16.18% |
| CC Cheung Chan Chemistry Wealth Management LLC | 563 | $240,528.6 | $379,011.61 | $138,483.01 | 57.57% |
Andrew Burkey Joseph Group Capital Management | 100 | $55,387.14 | $67,320 | $11,932.86 | 21.54% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,806 | $2.24M | $2.56M | $317,290.84 | 14.13% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,111 | $2.9M | $3.44M | $541,827.53 | 18.69% |
James Langer Redmont Wealth Advisors LLC | 23 | $9,325.58 | $15,483.6 | $6,158.02 | 66.03% |
Samantha Pierangeli City State Bank | 264 | $128,943.56 | $181,622.76 | $52,679.2 | 40.85% |
Roger Steed KRS Capital Management LLC | 1,191 | $774,834.86 | $801,781.2 | $26,946.34 | 3.48% |
John Swift Benchmark Investment Advisors LLC | 457 | $265,434.59 | $316,943.22 | $51,508.63 | 19.41% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,556 | $2.33M | $2.49M | $162,460.35 | 6.97% |
Morgan Christen Spinnaker Investment Group LLC | 329 | $222,091.45 | $218,140.15 | -$3,951.3 | -1.78% |