| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 83 | $15,236.51 | $21,752.64 | $6,516.13 | 42.77% |
Andrew Burkey Joseph Group Capital Management | 34 | $8,496.94 | $8,910.72 | $413.78 | 4.87% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,642 | $221,748.36 | $430,335.34 | $208,586.98 | 94.06% |
Bill McVay Red Tortoise LLC | 56 | $5,990.28 | $14,676.48 | $8,686.2 | 145% |
| SP Samantha Pierangeli City State Bank | 30 | $5,512.06 | $7,862.4 | $2,350.34 | 42.64% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,268 | $1.55M | $2.17M | $621,631.15 | 40.23% |
| LF Lukas Feh LGT Group Foundation | 1,183 | $295,643.53 | $310,040.62 | $14,397.09 | 4.87% |
Jeremy Baltz Raleigh Capital Management Inc. | 14 | $3,498.74 | $3,669.12 | $170.38 | 4.87% |
| TL Thomas Lynch QVIDTVM Management LLC | 2,770 | $225,339.5 | $725,961.56 | $500,622.06 | 222.16% |
| WJ William Jollie Quent Capital LLC | 742 | $149,358.8 | $194,463.35 | $45,104.55 | 30.2% |
Dalila Toledo Ascent Group LLC | 7,657 | $1.48M | $2.01M | $526,236.21 | 35.54% |
Michael Byun SageView Advisory Group LLC | 348 | $74,313 | $91,203.84 | $16,890.84 | 22.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,725 | $526,390 | $714,167.96 | $187,777.96 | 35.67% |
| NR Nichole Raftopoulos Nvest Financial LLC | 6,300 | $1.13M | $1.65M | $520,098 | 45.99% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $906.75 | $1,310.4 | $403.65 | 44.52% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 47,240 | $4.77M | $12.38M | $7.61M | 159.7% |
Daniel Ronan Catalyst Financial Partners LLC | 3,693 | $417,280.49 | $967,861.39 | $550,580.9 | 131.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,410 | $575,555.38 | $893,692.76 | $318,137.38 | 55.27% |
Benjamin Cauley Carr Financial Group Corp. | 1,075 | $225,064 | $281,735.99 | $56,671.99 | 25.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 13 | $2,141.43 | $3,407.04 | $1,265.61 | 59.1% |