| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KK Katelyn Kappius Traction Financial Partners, LLC | 749 | $237,981.79 | $269,868.44 | $31,886.65 | 13.4% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 1,102 | $410,585.53 | $397,309.57 | -$13,275.96 | -3.23% |
Mark Heider Peirce Capital Management, LLC | 1,657 | $740,481.25 | $600,413.95 | -$140,067.3 | -18.92% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 5,003 | $1.43M | $1.79M | $360,662.76 | 25.3% |
Mark Fonville Fonville Wealth Management LLC | 1,448 | $398,325.52 | $533,595.24 | $135,269.72 | 33.96% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,658 | $1.98M | $2.39M | $408,225.53 | 20.64% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 2,649 | $727,699.13 | $954,116.82 | $226,417.69 | 31.11% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,296 | $551,375.75 | $472,372.56 | -$79,003.19 | -14.33% |
Anthony Blagrove Traveka Wealth, LLC | 3,331 | $839,875.5 | $1.2M | $358,590.32 | 42.7% |
Julie Beswick Advantage Trust Co | 481 | $202,309 | $173,059.76 | -$29,249.24 | -14.46% |
Cody Gehman Stonebridge Financial Group, LLC | 5,138 | $2.08M | $1.84M | -$240,351.87 | -11.54% |
Wayne Atkins VCI Wealth Management LLC | 11,895 | $3.88M | $4.31M | $435,123.78 | 11.22% |
Kent Keister Bear Mountain Capital, Inc. | 133 | $26,540.76 | $47,671.19 | $21,130.43 | 79.62% |
Curtis Burkholder Bare Financial Services, Inc | 405 | $151,127.49 | $146,788.2 | -$4,339.29 | -2.87% |
Thomas Hood Alternative Investment Advisors, LLC. | 796 | $256,127.89 | $286,711.24 | $30,583.35 | 11.94% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,706 | $846,068.39 | $959,872.32 | $113,803.93 | 13.45% |
Kevin Stillman Evernest Financial Advisors, LLC | 533 | $224,180 | $192,498.28 | -$31,681.72 | -14.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 30,282 | $12.23M | $10.74M | -$1.49M | -12.18% |
Joshua Stipcich Tidemark, LLC | 8,014 | $1.88M | $2.9M | $1.01M | 53.86% |
Emily Priebe Priebe Wealth Holdings LLC | 1,006 | $202,376.69 | $362,024.19 | $159,647.5 | 78.89% |