| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 1,424 | $142,416.69 | $159,473.76 | $17,057.07 | 11.98% |
W. Travis McKinney HB Wealth Management LLC | 6,748 | $532,508.24 | $759,487.4 | $226,979.16 | 42.62% |
William Jollie Quent Capital LLC | 932 | $79,214.14 | $104,896.6 | $25,682.46 | 32.42% |
Timothy Gerlach Novem Group | 8,200 | $924,569 | $907,740 | -$16,829 | -1.82% |
CJ Harrison DecisionPoint Financial LLC | 2 | $235 | $225.1 | -$9.9 | -4.21% |
| JG John Ginter Callan Family Office LLC | 7,479 | $775,272.58 | $832,412.7 | $57,140.12 | 7.37% |
Mariana Coli Dunhill Financial LLC | 1 | $97.9 | $112.55 | $14.65 | 14.96% |
Drew Phillips Fortitude Family Office LLC | 102 | $11,365.65 | $11,480.1 | $114.45 | 1.01% |
Brian Matter Creative Capital Management Investments LLC | 20 | $2,254.8 | $2,251 | -$3.8 | -0.17% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 13 | $1,466 | $1,463.15 | -$2.85 | -0.19% |
David Smith Linden Thomas Advisory Services LLC | 29,740 | $1.84M | $3.29M | $1.46M | 79.31% |
Kevin Kroskey True Wealth Design LLC | 469 | $37,488.6 | $52,785.95 | $15,297.35 | 40.81% |
Dana Isaacs ClearAlpha Technologies LP | 2,458 | $277,115 | $273,427.92 | -$3,687.08 | -1.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 44 | $5,151.02 | $4,945.16 | -$205.86 | -4% |
Courtney Holt Compound Planning, Inc. | 2,543 | $296,273.52 | $282,679.88 | -$13,593.64 | -4.59% |
Robert Green LECAP ASSET MANAGEMENT LTD | 3,854 | $331,606.23 | $426,637.8 | $95,031.57 | 28.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,162 | $210,210.73 | $243,333.1 | $33,122.37 | 15.76% |
Mathieu Cornu Pictet Asset Management Holding SA | 12,697 | $965,323.87 | $1.43M | $463,723.48 | 48.04% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 19 | $1,265.72 | $2,134.46 | $868.74 | 68.64% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,739 | $430,283.58 | $526,929.41 | $96,645.83 | 22.46% |