| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4 | $524.84 | $521.64 | -$3.2 | -0.61% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 28,877 | $3.3M | $3.87M | $566,286.91 | 17.15% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,173 | $272,663.91 | $291,355.84 | $18,691.93 | 6.86% |
Darby Barncord Martin Capital Advisors LLP | 5,275 | $565,142.47 | $687,912.75 | $122,770.28 | 21.72% |
Dominic Corabi Wedmont Private Capital | 4,136 | $616,019.36 | $551,949.2 | -$64,070.16 | -10.4% |
Shaun Peterson Peterson Wealth Services | 22 | $3,624.5 | $2,941.51 | -$682.99 | -18.84% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 454 | $53,318.05 | $60,808.76 | $7,490.71 | 14.05% |
Katherine Andersen Western Pacific Wealth Management LP | 610 | $45,115.6 | $81,557 | $36,441.4 | 80.77% |
Clint Dunn Beaird Harris Wealth Management LLC | 7 | $846.93 | $933.45 | $86.52 | 10.22% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,801 | $248,503.01 | $239,695.09 | -$8,807.92 | -3.54% |
Caroline Jankowski Operose Advisors LLC | 398 | $42,024.82 | $53,158.87 | $11,134.05 | 26.49% |
Ana-Maria Ignat Covestor Ltd | 324 | $36,863.86 | $43,396.56 | $6,532.7 | 17.72% |
Bill McVay Red Tortoise LLC | 43 | $2,146.56 | $5,750.17 | $3,603.61 | 167.88% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 25,893 | $1.94M | $3.46M | $1.52M | 78.61% |
W. Travis McKinney HB Wealth Management LLC | 3,814 | $493,006.87 | $510,847.16 | $17,840.29 | 3.62% |
| MC mike Chen Byrne Asset Management LLC | 15,067 | $1.18M | $2.01M | $829,715.95 | 70.21% |
Jeremy Baltz Raleigh Capital Management Inc. | 36 | $5,931 | $4,809.24 | -$1,121.76 | -18.91% |
William Jollie Quent Capital LLC | 2,890 | $275,014.07 | $387,086.6 | $112,072.53 | 40.75% |
Missy Straw Nilsine Partners LLC | 2,574 | $305,464.44 | $344,401.2 | $38,936.76 | 12.75% |
Dalila Toledo Ascent Group LLC | 1,311 | $215,987.25 | $174,762.85 | -$41,224.4 | -19.09% |