| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 1,026 | $335,133.9 | $545,606.28 | $210,472.38 | 62.8% |
Caroline Jankowski Operose Advisors LLC | 2 | $1,185.96 | $1,063.56 | -$122.4 | -10.32% |
Ana-Maria Ignat Covestor Ltd | 55 | $19,406.2 | $29,338.65 | $9,932.45 | 51.18% |
Lonny Elfenbein West Michigan Advisors LLC | 352 | $208,728.96 | $187,186.56 | -$21,542.4 | -10.32% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,600 | $723,493.32 | $1.39M | $661,513.68 | 91.43% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,327 | $977,043.52 | $1.24M | $264,248.09 | 27.05% |
| WJ William Jollie Quent Capital LLC | 4,123 | $1.77M | $2.2M | $431,684.18 | 24.4% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 677 | $401,447.46 | $361,132.11 | -$40,315.35 | -10.04% |
Dalila Toledo Ascent Group LLC | 1,256 | $466,092.92 | $670,415.12 | $204,322.2 | 43.84% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,385 | $972,679.75 | $1.81M | $832,980.8 | 85.64% |
Michael Byun SageView Advisory Group LLC | 316 | $153,972 | $169,101.08 | $15,129.08 | 9.83% |
| TG Timothy Gerlach Novem Group | 2,323 | $1.14M | $1.24M | $98,232.55 | 8.6% |
Daniel Ronan Catalyst Financial Partners LLC | 469 | $234,229.96 | $250,324.06 | $16,094.1 | 6.87% |
Matthew Heller Willner & Heller LLC | 436 | $214,467.02 | $232,710.64 | $18,243.62 | 8.51% |
| SM Sean Murray Quantum Financial Advisors LLC | 518 | $217,218.82 | $276,477.32 | $59,258.5 | 27.28% |
| GS George Song Superstring Capital Management LP | 5,186 | $2.53M | $2.77M | $241,097 | 9.54% |
| NB Nolan Baker Retirement Guys Formula LLC | 464 | $194,513.44 | $247,655.36 | $53,141.92 | 27.32% |
CJ Harrison DecisionPoint Financial LLC | 1 | $291 | $534.66 | $243.66 | 83.73% |
| JG John Ginter Callan Family Office LLC | 2,083 | $699,099.84 | $1.11M | $414,180.34 | 59.24% |
Albert Moore First National Advisers LLC | 5,323 | $1.71M | $2.84M | $1.14M | 66.75% |