| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 2,553 | $247,284.35 | $366,712.92 | $119,428.57 | 48.3% |
Caroline Jankowski Operose Advisors LLC | 626 | $87,040.73 | $89,724.52 | $2,683.79 | 3.08% |
Ana-Maria Ignat Covestor Ltd | 69 | $8,554.62 | $9,904.26 | $1,349.64 | 15.78% |
Lonny Elfenbein West Michigan Advisors LLC | 2,202 | $239,196.87 | $316,911.84 | $77,714.97 | 32.49% |
W. Travis McKinney HB Wealth Management LLC | 2,072 | $291,389.65 | $297,414.88 | $6,025.23 | 2.07% |
Jeremy Baltz Raleigh Capital Management Inc. | 210 | $18,479.45 | $30,099.28 | $11,619.83 | 62.88% |
Allison Tronnes Forum Financial Management LP | 3,825 | $341,491.63 | $551,106.01 | $209,614.38 | 61.38% |
William Jollie Quent Capital LLC | 485 | $68,091.28 | $69,616.9 | $1,525.62 | 2.24% |
| EM Erin Mccann Simplicity Wealth LLC | 5,389 | $668,308.29 | $776,069.89 | $107,761.6 | 16.12% |
Taro Kuriyama Axq Capita LLP | 7,724 | $1.24M | $1.11M | -$131,462.2 | -10.59% |
Katie Christensen iSAM Funds UKK) Ltd | 5,100 | $708,594.05 | $736,101.87 | $27,507.82 | 3.88% |
Patricia A. Thompson Leeward Investments LLC - MA | 166,177 | $15.53M | $24.25M | $8.72M | 56.17% |
CJ Harrison DecisionPoint Financial LLC | 2 | $326 | $287.08 | -$38.92 | -11.94% |
| JG John Ginter Callan Family Office LLC | 3,140 | $403,551.83 | $450,527.2 | $46,975.37 | 11.64% |
Anita Woodhouse V-Square Quantitative Management LLC | 127 | $20,411 | $18,229.58 | -$2,181.42 | -10.69% |
Rachel Faulk Cape Investment Advisory Inc. | 22 | $3,536.08 | $3,157.88 | -$378.2 | -10.7% |
Mariana Coli Dunhill Financial LLC | 14 | $1,988.61 | $2,010.68 | $22.07 | 1.11% |
Drew Phillips Fortitude Family Office LLC | 81 | $10,926.4 | $11,626.74 | $700.34 | 6.41% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,619 | $200,813.44 | $231,662.71 | $30,849.27 | 15.36% |
Brian Matter Creative Capital Management Investments LLC | 22 | $3,528.14 | $3,157.88 | -$370.26 | -10.49% |