| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loyd Stegent Stegent Equity Advisors Inc. | 4,243 | $1.15M | $1.76M | $604,876.4 | 52.42% |
| RK Russell Kartub Insight Inv LLC | 1,690 | $485,401.8 | $700,513.45 | $215,111.65 | 44.32% |
Ana-Maria Ignat Covestor Ltd | 534 | $124,080.18 | $218,891.94 | $94,811.76 | 76.41% |
Jay Richards Investment Advisory Group LLC | 3,046 | $923,806.16 | $1.26M | $335,105.61 | 36.27% |
| CB Catherine Bluvol Next Level Private LLC | 1,000 | $264,048 | $413,299.99 | $149,251.99 | 56.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,934 | $1.02M | $2.03M | $1.02M | 99.79% |
| SP Samantha Pierangeli City State Bank | 783 | $345,822.13 | $319,918.14 | -$25,903.99 | -7.49% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,469 | $1.22M | $1.83M | $615,180.41 | 50.56% |
| LF Lukas Feh LGT Group Foundation | 2,388 | $1.13M | $984,667.92 | -$148,581.36 | -13.11% |
| WJ William Jollie Quent Capital LLC | 24,286 | $8.58M | $9.99M | $1.41M | 16.47% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,040 | $1.33M | $3.3M | $1.97M | 147.92% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 728 | $225,555.36 | $298,414.48 | $72,859.12 | 32.3% |
Michael Byun SageView Advisory Group LLC | 15 | $4,309 | $6,170.47 | $1,861.47 | 43.2% |
Mark Fiskio Empirical Asset Management LLC | 3,960 | $582,118.6 | $1.63M | $1.05M | 179.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,077 | $397,036.05 | $451,370.7 | $54,334.65 | 13.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 24 | $9,186.27 | $9,982.92 | $796.65 | 8.67% |
| JG John Ginter Callan Family Office LLC | 687 | $241,329.12 | $289,862.47 | $48,533.35 | 20.11% |
Amna Ali Khan GDS Wealth Management | 2,123 | $609,768.06 | $894,101.45 | $284,333.39 | 46.63% |
Anita Woodhouse V-Square Quantitative Management LLC | 879 | $252,466.6 | $370,190.85 | $117,724.25 | 46.63% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 18,293 | $4.05M | $7.67M | $3.61M | 89.18% |