| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 696 | $53,775.59 | $91,698 | $37,922.41 | 70.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,642 | $346,620.07 | $476,883.48 | $130,263.41 | 37.58% |
Samantha Pierangeli City State Bank | 450 | $18,270 | $59,051.25 | $40,781.25 | 223.21% |
W. Travis McKinney HB Wealth Management LLC | 2,602.5 | $247,687.73 | $342,879.37 | $95,191.64 | 38.43% |
Nathan Geraci ETF Store Inc. | 2,248.5 | $157,559.14 | $296,149.93 | $138,590.79 | 87.96% |
William Jollie Quent Capital LLC | 214.5 | $16,917.43 | $28,260.37 | $11,342.94 | 67.05% |
David T. Morgan High Net Worth Advisory Group LLC | 4,204.5 | $234,302.96 | $552,912.77 | $318,609.81 | 135.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,720.5 | $242,225.94 | $621,925.87 | $379,699.93 | 156.75% |
Kevin Zemann WealthPlan Investment Management LLC | 3,936 | $193,794.76 | $518,568 | $324,773.24 | 167.59% |
CJ Harrison DecisionPoint Financial LLC | 3 | $292 | $395.25 | $103.25 | 35.36% |
Anita Woodhouse V-Square Quantitative Management LLC | 613.5 | $58,389.25 | $80,828.62 | $22,439.37 | 38.43% |
Mariana Coli Dunhill Financial LLC | 21 | $1,628.61 | $2,767.59 | $1,138.98 | 69.94% |
Drew Phillips Fortitude Family Office LLC | 63 | $4,750.36 | $8,300.25 | $3,549.89 | 74.73% |
Brian Matter Creative Capital Management Investments LLC | 33 | $3,140.71 | $4,347.75 | $1,207.04 | 38.43% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 3,387 | $188,588.16 | $443,832.48 | $255,244.32 | 135.34% |
Kevin Kroskey True Wealth Design LLC | 23 | $1,804.48 | $3,030.25 | $1,225.77 | 67.93% |
Staci Compagno Portside Wealth Group, LLC | 4,375.5 | $416,429.46 | $572,315.4 | $155,885.94 | 37.43% |
Courtney Holt Compound Planning, Inc. | 2,304 | $219,283.2 | $303,575.04 | $84,291.84 | 38.44% |
Norden Group LLC NORDEN GROUP LLC | 2,220 | $211,257.42 | $291,418.29 | $80,160.87 | 37.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,703 | $1.05M | $1.77M | $714,844.4 | 68.02% |