| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 294 | $45,908.1 | $51,056.04 | $5,147.94 | 11.21% |
Bill McVay Red Tortoise LLC | 17 | $2,654.55 | $2,875.72 | $221.17 | 8.33% |
Samantha Pierangeli City State Bank | 14 | $2,952.6 | $2,368.24 | -$584.36 | -19.79% |
W. Travis McKinney HB Wealth Management LLC | 7,844 | $1.28M | $1.33M | $50,740.18 | 3.98% |
| LF Lukas Feh LGT Group Foundation | 2,126 | $511,981.63 | $374,261.04 | -$137,720.59 | -26.9% |
William Jollie Quent Capital LLC | 176 | $23,826.19 | $30,564.16 | $6,737.97 | 28.28% |
| EM Erin Mccann Simplicity Wealth LLC | 1,297 | $225,068.41 | $224,731.19 | -$337.22 | -0.15% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 2,075 | $324,011.25 | $351,007 | $26,995.75 | 8.33% |
James Peterson Nearwater Capital Markets Ltd. | 268,000 | $45.2M | $48.59M | $3.39M | 7.5% |
Keith Williams 4D Advisors LLC | 33,000 | $5.57M | $5.98M | $417,450 | 7.5% |
CJ Harrison DecisionPoint Financial LLC | 2 | $388.67 | $346.54 | -$42.13 | -10.84% |
| JG John Ginter Callan Family Office LLC | 1,725 | $290,939 | $303,668.99 | $12,729.99 | 4.38% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 291,177 | $44.66M | $49.26M | $4.6M | 10.29% |
Rachel Faulk Cape Investment Advisory Inc. | 12 | $2,024 | $2,079.24 | $55.24 | 2.73% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 12 | $2,840.04 | $2,088.18 | -$751.86 | -26.47% |
Mariana Coli Dunhill Financial LLC | 3 | $466.4 | $520.76 | $54.36 | 11.66% |
Lukas Lindgren Abound Wealth Management | 61 | $13,030.26 | $10,318.76 | -$2,711.5 | -20.81% |
Drew Phillips Fortitude Family Office LLC | 38 | $6,777.3 | $6,428.08 | -$349.22 | -5.15% |
Brian Dechow SWAN Capital LLC | 1 | $209 | $174.01 | -$34.99 | -16.74% |
Bert D. Barre Colonial Trust Co. / SC | 18 | $3,087.84 | $3,168.72 | $80.88 | 2.62% |