| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 5,595 | $1.43M | $1.62M | $189,251.78 | 13.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 26,156 | $6.16M | $7.66M | $1.49M | 24.2% |
| WJ William Jollie Quent Capital LLC | 63 | $19,380.06 | $18,532.71 | -$847.35 | -4.37% |
| MS Missy Straw Nilsine Partners LLC | 712 | $193,877.6 | $208,430.88 | $14,553.28 | 7.51% |
Dalila Toledo Ascent Group LLC | 1,704 | $504,087.4 | $501,265.68 | -$2,821.72 | -0.56% |
| EW Ed West Values First Advisors Inc. | 2,054 | $526,670.56 | $601,287.96 | $74,617.4 | 14.17% |
Michael Byun SageView Advisory Group LLC | 740 | $227,671.35 | $217,685.8 | -$9,985.55 | -4.39% |
| TK Taro Kuriyama Axq Capita LLP | 1,364 | $371,417 | $401,152.4 | $29,735.4 | 8.01% |
| JP Jaimie Palmer Beacon Capital Management LLC | 1,627 | $300,769.04 | $478,614.59 | $177,845.55 | 59.13% |
Mark Fiskio Empirical Asset Management LLC | 1,125 | $289,434.14 | $330,941.25 | $41,507.11 | 14.34% |
Daniel Ronan Catalyst Financial Partners LLC | 970 | $256,938.31 | $283,463.1 | $26,524.79 | 10.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,013 | $464,712.16 | $588,319.38 | $123,607.22 | 26.6% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 556 | $99,982.48 | $162,518.8 | $62,536.32 | 62.55% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,007 | $510,539.57 | $586,505.61 | $75,966.04 | 14.88% |
CJ Harrison DecisionPoint Financial LLC | 1 | $265 | $292.39 | $27.39 | 10.34% |
| JG John Ginter Callan Family Office LLC | 5,968 | $1.62M | $1.75M | $123,191.51 | 7.59% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,658 | $472,812.86 | $485,023.03 | $12,210.17 | 2.58% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 39,591 | $10.65M | $11.57M | $916,845.77 | 8.61% |
Mariana Coli Dunhill Financial LLC | 29 | $7,283.38 | $8,475.54 | $1,192.16 | 16.37% |
Lukas Lindgren Abound Wealth Management | 70 | $18,107.46 | $20,326.6 | $2,219.14 | 12.26% |