| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 67 | $10,628.21 | $9,418.86 | -$1,209.35 | -11.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,673 | $328,758.85 | $544,301.87 | $215,543.02 | 65.56% |
Bill McVay Red Tortoise LLC | 149 | $3,456.8 | $22,080.31 | $18,623.51 | 538.75% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,450 | $281,024.5 | $214,875.5 | -$66,149 | -23.54% |
Samantha Pierangeli City State Bank | 172 | $24,065.66 | $25,488.68 | $1,423.02 | 5.91% |
W. Travis McKinney HB Wealth Management LLC | 10,903 | $1.48M | $1.62M | $132,282.36 | 8.92% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 11,372 | $1.83M | $1.6M | -$232,906.45 | -12.71% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,666 | $1.26M | $1.14M | -$127,212.49 | -10.07% |
Matt Monson Sovereign's Capital Management LLC | 37,896 | $5.04M | $5.61M | $570,928.71 | 11.32% |
William Jollie Quent Capital LLC | 126 | $22,907.91 | $17,714.34 | -$5,193.57 | -22.67% |
Dalila Toledo Ascent Group LLC | 7,091 | $832,767.04 | $1.05M | $218,048.25 | 26.18% |
| EM Erin Mccann Simplicity Wealth LLC | 14,746 | $2.34M | $2.07M | -$266,165.3 | -11.38% |
Ed West Values First Advisors Inc. | 10 | $1,503.3 | $1,481.9 | -$21.4 | -1.42% |
Thomas Mason Mason & Associates Inc. | 3,481 | $408,808.64 | $515,849.39 | $107,040.75 | 26.18% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,951 | $467,727.94 | $585,498.69 | $117,770.75 | 25.18% |
Mark Fiskio Empirical Asset Management LLC | 1,302 | $206,536.26 | $183,061.21 | -$23,475.05 | -11.37% |
Jim Clark Worth Asset Management LLC | 5,267 | $791,788.11 | $780,516.73 | -$11,271.38 | -1.42% |
Daniel Ronan Catalyst Financial Partners LLC | 2,919 | $363,974.27 | $432,566.61 | $68,592.34 | 18.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,420 | $471,515.4 | $506,809.8 | $35,294.4 | 7.49% |
Matthew Heller Willner & Heller LLC | 2,454 | $389,278.02 | $363,658.26 | -$25,619.76 | -6.58% |