| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 10,070 | $2.22M | $3.58M | $1.36M | 61.08% |
John Keene Keene & Associates Inc. | 3,263 | $141,959.1 | $1.16M | $1.02M | 719.29% |
Ana-Maria Ignat Covestor Ltd | 36 | $13,143.68 | $13,217.76 | $74.08 | 0.56% |
Kathleen Thornhill Confluence Wealth Services Inc. | 500 | $395,780 | $176,607.5 | -$219,172.5 | -55.38% |
Samantha Pierangeli City State Bank | 8 | $6,332.48 | $2,795.28 | -$3,537.2 | -55.86% |
| MC mike Chen Byrne Asset Management LLC | 147 | $14,910.21 | $51,826.32 | $36,916.11 | 247.59% |
William Jollie Quent Capital LLC | 15 | $8,169.75 | $5,507.4 | -$2,662.35 | -32.59% |
Dalila Toledo Ascent Group LLC | 392 | $213,502.8 | $136,968.72 | -$76,534.08 | -35.85% |
Jeffrey Gilbert Balboa Wealth Partners | 653 | $176,342.65 | $230,512.26 | $54,169.61 | 30.72% |
James M. Perkins Quantum Private Wealth LLC | 688 | $206,654.8 | $251,580.97 | $44,926.17 | 21.74% |
Michael Stulic Astoria Portfolio Advisors LLC | 558 | $182,006.16 | $197,850.06 | $15,843.9 | 8.71% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 565 | $307,727.25 | $208,089.5 | -$99,637.75 | -32.38% |
Lukas Lindgren Abound Wealth Management | 1 | $545 | $369.03 | -$175.97 | -32.29% |
Drew Phillips Fortitude Family Office LLC | 40 | $20,644.92 | $14,686.4 | -$5,958.52 | -28.86% |
Jill Grimes Centurion Wealth Management LLC | 1,000 | $270,050 | $355,530 | $85,480 | 31.65% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 256 | $202,639.36 | $90,369.28 | -$112,270.08 | -55.4% |
Brian Matter Creative Capital Management Investments LLC | 2 | $1,583.12 | $734.6 | -$848.52 | -53.6% |
Angela McCray SurgoCap Partners LP | 149,983 | $119.77M | $52.31M | -$67.46M | -56.33% |
David Smith Linden Thomas Advisory Services LLC | 11,464 | $4.9M | $4.05M | -$856,666.21 | -17.47% |
Roland Vetter West Tower Group LLC | 800 | $638,840.47 | $285,240 | -$353,600.47 | -55.35% |