| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 992 | $256,129.96 | $325,524.8 | $69,394.84 | 27.09% |
Ana-Maria Ignat Covestor Ltd | 78 | $19,429.16 | $25,995.06 | $6,565.9 | 33.79% |
Kathryn Brown Morton Brown Family Wealth LLC | 80 | $20,216.8 | $26,500 | $6,283.2 | 31.08% |
David Jarvis Corton Capital Inc. | 879 | $222,132.09 | $295,959.3 | $73,827.21 | 33.24% |
W. Travis McKinney HB Wealth Management LLC | 1,845 | $504,713.79 | $614,883.15 | $110,169.36 | 21.83% |
William Jollie Quent Capital LLC | 300 | $76,073.03 | $99,981 | $23,907.97 | 31.43% |
Sean Murray Quantum Financial Advisors LLC | 584 | $209,025.28 | $193,879.24 | -$15,146.04 | -7.25% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 984 | $418,633 | $331,440.72 | -$87,192.28 | -20.83% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 16 | $4,043.36 | $5,279.99 | $1,236.63 | 30.58% |
CJ Harrison DecisionPoint Financial LLC | 2 | $842 | $666.54 | -$175.46 | -20.84% |
| JG John Ginter Callan Family Office LLC | 1,154 | $292,354.92 | $382,539.46 | $90,184.54 | 30.85% |
Anita Woodhouse V-Square Quantitative Management LLC | 61 | $18,933.94 | $20,329.47 | $1,395.53 | 7.37% |
Rachel Faulk Cape Investment Advisory Inc. | 10 | $3,286 | $3,332.7 | $46.7 | 1.42% |
Mariana Coli Dunhill Financial LLC | 8 | $2,838.07 | $2,666.16 | -$171.91 | -6.06% |
Lukas Lindgren Abound Wealth Management | 1 | $294 | $333.71 | $39.71 | 13.51% |
Drew Phillips Fortitude Family Office LLC | 118 | $26,505.94 | $39,325.86 | $12,819.92 | 48.37% |
Brian Matter Creative Capital Management Investments LLC | 10 | $4,282.5 | $3,332.7 | -$949.8 | -22.18% |
| TA Thomas Anderman Whitford Management LLC | 2,631 | $795,374.45 | $858,968.88 | $63,594.43 | 8% |
Erik Brenner Hilltop Partners LLC | 700 | $211,624 | $235,711 | $24,087 | 11.38% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 47 | $16,822.34 | $15,663.69 | -$1,158.65 | -6.89% |