| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,203 | $21,401.37 | $23,963.76 | $2,562.39 | 11.97% |
Samantha Pierangeli City State Bank | 3,985 | $60,026.65 | $81,572.95 | $21,546.3 | 35.89% |
W. Travis McKinney HB Wealth Management LLC | 15,594 | $355,418.45 | $310,632.48 | -$44,785.97 | -12.6% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,175 | $203,570.32 | $266,069.12 | $62,498.8 | 30.7% |
William Jollie Quent Capital LLC | 1,200 | $24,208 | $23,904 | -$304 | -1.26% |
Taro Kuriyama Axq Capita LLP | 34,670 | $790,476.03 | $692,186.55 | -$98,289.48 | -12.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,626 | $285,052.26 | $410,869.92 | $125,817.66 | 44.14% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 28,226 | $368,195.9 | $572,423.28 | $204,227.38 | 55.47% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,448 | $308,722.52 | $409,266.72 | $100,544.2 | 32.57% |
CJ Harrison DecisionPoint Financial LLC | 14 | $315 | $278.88 | -$36.12 | -11.47% |
| JG John Ginter Callan Family Office LLC | 18,481 | $330,179 | $364,999.75 | $34,820.75 | 10.55% |
Rachel Faulk Cape Investment Advisory Inc. | 284 | $6,222.9 | $5,657.28 | -$565.62 | -9.09% |
Mariana Coli Dunhill Financial LLC | 7 | $120.75 | $139.44 | $18.69 | 15.48% |
Drew Phillips Fortitude Family Office LLC | 422 | $8,871.57 | $8,406.24 | -$465.33 | -5.25% |
Brian Matter Creative Capital Management Investments LLC | 133 | $3,025.75 | $2,649.36 | -$376.39 | -12.44% |
Sheryl Stephens Stephens Consulting LLC | 3,360 | $35,534.57 | $68,073.6 | $32,539.03 | 91.57% |
Stephen Smith Kestra Investment Management LLC | 38,554 | $581,603.43 | $782,646.2 | $201,042.77 | 34.57% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 457,767 | $10.13M | $9.29M | -$839,352.64 | -8.28% |
Kun Gao Sherbrooke Park Advisers LLC | 15,334 | $298,092.83 | $311,280.2 | $13,187.37 | 4.42% |
David Smith Linden Thomas Advisory Services LLC | 36,046 | $537,992.01 | $731,733.8 | $193,741.79 | 36.01% |