| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 213 | $23,351.07 | $22,737.75 | -$613.32 | -2.63% |
Sean Reitenbach Prosperity Consulting Group LLC | 26,680 | $2.19M | $2.85M | $657,128.4 | 29.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,948 | $928,087.96 | $848,449 | -$79,638.96 | -8.58% |
Cole Bruner Buska Wealth Management LLC | 3,700 | $321,343.76 | $393,421 | $72,077.24 | 22.43% |
Samantha Pierangeli City State Bank | 5,492 | $516,556.82 | $583,854.52 | $67,297.7 | 13.03% |
Brett Lee Planning Center Inc. | 2,611 | $255,620.11 | $278,045.39 | $22,425.28 | 8.77% |
W. Travis McKinney HB Wealth Management LLC | 15,275 | $1.58M | $1.62M | $37,345.67 | 2.36% |
Jeremy Baltz Raleigh Capital Management Inc. | 19,733 | $2.15M | $2.11M | -$45,388.47 | -2.11% |
Michelle McCarthy Vantage Financial Partners LLC | 8,538 | $823,456.52 | $903,918.06 | $80,461.54 | 9.77% |
Allison Tronnes Forum Financial Management LP | 4,322 | $415,863.42 | $461,373.5 | $45,510.08 | 10.94% |
Edward A. McDonough McDonough Capital Management Inc. | 3,788 | $377,954.78 | $403,270.48 | $25,315.7 | 6.7% |
William Jollie Quent Capital LLC | 1,612 | $185,144.06 | $170,936.48 | -$14,207.58 | -7.67% |
Marc H. Stone Tyler-Stone Wealth Management | 3,890 | $374,971.93 | $415,257.5 | $40,285.57 | 10.74% |
Missy Straw Nilsine Partners LLC | 3,619 | $347,204.93 | $386,328.25 | $39,123.32 | 11.27% |
Dalila Toledo Ascent Group LLC | 24,497 | $2.46M | $2.6M | $148,916.24 | 6.06% |
| EM Erin Mccann Simplicity Wealth LLC | 4,724 | $493,988.45 | $503,814.6 | $9,826.15 | 1.99% |
Joseph J. Costigan apricus wealth LLC | 27,695 | $2.44M | $2.96M | $521,429.3 | 21.41% |
Michael Byun SageView Advisory Group LLC | 2,864 | $275,177.99 | $305,732 | $30,554.01 | 11.1% |
Nichole Raftopoulos Nvest Financial LLC | 3,398 | $389,376.82 | $362,736.5 | -$26,640.32 | -6.84% |
Taro Kuriyama Axq Capita LLP | 7,925 | $917,477.16 | $845,518.25 | -$71,958.91 | -7.84% |