| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 8 | $928 | $939.2 | $11.2 | 1.21% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,302 | $401,959.22 | $503,290.98 | $101,331.76 | 25.21% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 98,990 | $10.2M | $11.58M | $1.38M | 13.51% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,158 | $236,070.86 | $252,917.6 | $16,846.74 | 7.14% |
| MWM Marion Wealth Management Marion Wealth Management | 27,107 | $2.42M | $3.17M | $753,604.9 | 31.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 37,790 | $4.04M | $4.43M | $395,360.21 | 9.8% |
| MC mike Chen Byrne Asset Management LLC | 2,364 | $206,463.28 | $277,202.64 | $70,739.36 | 34.26% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,136 | $856,834.54 | $1.07M | $213,904.66 | 24.96% |
Courtney Lawson Autumn Glory Partners LLC | 3,705 | $361,247.72 | $434,226 | $72,978.28 | 20.2% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $119.41 | $117.26 | -$2.15 | -1.8% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 2,334 | $174,513.18 | $273,544.8 | $99,031.62 | 56.75% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 2,399 | $286,464.59 | $281,162.8 | -$5,301.79 | -1.85% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,487 | $163,359.2 | $174,365.62 | $11,006.42 | 6.74% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,045 | $360,021.85 | $357,056.7 | -$2,965.15 | -0.82% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 4,248 | $462,947 | $497,865.6 | $34,918.6 | 7.54% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 2,125 | $155,327.61 | $249,177.5 | $93,849.89 | 60.42% |
Dalila Toledo Ascent Group LLC | 2,020 | $198,580.94 | $237,269.2 | $38,688.26 | 19.48% |
| EM Erin Mccann Simplicity Wealth LLC | 7,656 | $831,977.52 | $897,742.56 | $65,765.04 | 7.9% |
Michael Byun SageView Advisory Group LLC | 396 | $47,287 | $46,514.16 | -$772.84 | -1.63% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 8,245 | $924,894 | $966,808.7 | $41,914.7 | 4.53% |