| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 20 | $3,305.32 | $4,849.6 | $1,544.28 | 46.72% |
Ana-Maria Ignat Covestor Ltd | 77 | $13,904.36 | $19,406.31 | $5,501.95 | 39.57% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 5,560 | $374,154.88 | $1.4M | $1.02M | 272.99% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,024 | $238,694.41 | $248,299.52 | $9,605.11 | 4.02% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,988 | $174,894.6 | $482,050.24 | $307,155.64 | 175.62% |
Bill McVay Red Tortoise LLC | 144 | $8,274.24 | $34,917.12 | $26,642.88 | 322% |
W. Travis McKinney HB Wealth Management LLC | 5,846 | $1.04M | $1.47M | $430,770.73 | 41.32% |
Russell Mohberg Regatta Capital Group LLC | 13,938 | $1.53M | $3.34M | $1.81M | 118.39% |
William Jollie Quent Capital LLC | 677 | $132,594.61 | $170,637.85 | $38,043.24 | 28.69% |
Dalila Toledo Ascent Group LLC | 1,978 | $251,780.1 | $493,530.78 | $241,750.68 | 96.02% |
| EM Erin Mccann Simplicity Wealth LLC | 1,069 | $249,183.91 | $266,410.83 | $17,226.92 | 6.91% |
Katie Christensen iSAM Funds UKK) Ltd | 2,100 | $489,510 | $503,958 | $14,448 | 2.95% |
Mark Fiskio Empirical Asset Management LLC | 3,445 | $562,809.65 | $835,343.6 | $272,533.95 | 48.42% |
Conor Sheridan Sheridan Capital Management LLC | 1,410 | $218,395.53 | $350,046.6 | $131,651.07 | 60.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,318 | $241,689.44 | $332,175.54 | $90,486.1 | 37.44% |
Sean Murray Quantum Financial Advisors LLC | 1,490 | $236,571.57 | $357,570.2 | $120,998.63 | 51.15% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,938 | $464,724.24 | $712,406.24 | $247,682 | 53.3% |
John DeMarco Trajan Wealth LLC | 1,123 | $178,960.79 | $272,305.04 | $93,344.25 | 52.16% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,667 | $614,167.65 | $1.84M | $1.23M | 199.58% |
CJ Harrison DecisionPoint Financial LLC | 7 | $1,421.14 | $1,764.21 | $343.07 | 24.14% |