| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 23 | $1,382.76 | $1,486.95 | $104.19 | 7.53% |
Missy Straw Nilsine Partners LLC | 3,799 | $248,053.12 | $250,278.12 | $2,225 | 0.9% |
Dalila Toledo Ascent Group LLC | 8,542 | $558,646.8 | $563,387.61 | $4,740.81 | 0.85% |
| EM Erin Mccann Simplicity Wealth LLC | 4,415 | $288,741 | $286,643.87 | -$2,097.13 | -0.73% |
Joseph J. Costigan apricus wealth LLC | 55,965 | $3.64M | $3.69M | $45,058.17 | 1.24% |
Kristofer Gray Integrity Financial Corp. /WA | 4,713 | $268,499.61 | $310,869.48 | $42,369.87 | 15.78% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 266 | $17,396.4 | $17,513.44 | $117.04 | 0.67% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,869 | $238,566.72 | $256,166.49 | $17,599.77 | 7.38% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,198 | $333,335.33 | $342,418.25 | $9,082.92 | 2.72% |
Timothy Gerlach Novem Group | 7,140 | $466,956.9 | $470,454.6 | $3,497.7 | 0.75% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,708 | $438,703.2 | $444,136.68 | $5,433.48 | 1.24% |
Eric Dahm Range Financial Group LLC | 8,396 | $545,381.28 | $557,242.52 | $11,861.24 | 2.17% |
Edward Lowndes Angeles Wealth Management LLC | 3,696 | $210,561.12 | $243,344.64 | $32,783.52 | 15.57% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,377 | $286,255.8 | $288,181.68 | $1,925.88 | 0.67% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 96,802 | $6.26M | $6.29M | $33,258.48 | 0.53% |
| JG John Ginter Callan Family Office LLC | 48,017 | $3.14M | $3.11M | -$25,448.83 | -0.81% |
| TIM Tevis Investment Management Tevis Investment Management | 98,231 | $5.64M | $6.35M | $716,467.95 | 12.71% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,886 | $234,527.88 | $251,229.9 | $16,702.02 | 7.12% |
Rachel Faulk Cape Investment Advisory Inc. | 2,238 | $134,544.21 | $144,686.7 | $10,142.49 | 7.54% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 95,582 | $6.23M | $6.31M | $73,909.71 | 1.19% |