| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Monson Sovereign's Capital Management LLC | 11,809 | $398,949.92 | $472,005.73 | $73,055.81 | 18.31% |
William Jollie Quent Capital LLC | 152 | $5,335.16 | $6,130.16 | $795 | 14.9% |
| EM Erin Mccann Simplicity Wealth LLC | 22,480 | $887,294.89 | $898,750.4 | $11,455.51 | 1.29% |
James Peterson Nearwater Capital Markets Ltd. | 314,000 | $13.3M | $12.64M | -$656,260 | -4.94% |
David T. Morgan High Net Worth Advisory Group LLC | 11,700 | $474,084 | $468,234 | -$5,850 | -1.23% |
Timothy Dempsey DHK Financial Advisors Inc. | 22,353 | $560,769.71 | $895,908.24 | $335,138.53 | 59.76% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,227 | $456,876.46 | $446,048.71 | -$10,827.75 | -2.37% |
CJ Harrison DecisionPoint Financial LLC | 23 | $860.26 | $927.59 | $67.33 | 7.83% |
| JG John Ginter Callan Family Office LLC | 56,725 | $2.17M | $2.27M | $102,108.08 | 4.7% |
Mariana Coli Dunhill Financial LLC | 6 | $225.43 | $241.98 | $16.55 | 7.34% |
Lukas Lindgren Abound Wealth Management | 10 | $405.94 | $403 | -$2.94 | -0.72% |
Drew Phillips Fortitude Family Office LLC | 209 | $7,995.68 | $8,428.97 | $433.29 | 5.42% |
Alex Nunnamaker Schechter Investment Advisors LLC | 52,095 | $1.23M | $2.08M | $853,324.5 | 69.29% |
Nolan Hoffmeyer Thematics Asset Management | 744,569 | $10.98M | $29.8M | $18.82M | 171.38% |
Brian Matter Creative Capital Management Investments LLC | 89 | $3,769.15 | $3,589.37 | -$179.78 | -4.77% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 18 | $729.36 | $725.94 | -$3.42 | -0.47% |
Paul L. Moffat Arista Wealth Management LLC | 19,125 | $775,439.5 | $765,382.5 | -$10,057 | -1.3% |
Paul B. Ordonio Park Place Capital Corp. | 1,528 | $58,461.28 | $61,165.84 | $2,704.56 | 4.63% |
Kevin Kroskey True Wealth Design LLC | 710 | $24,780.06 | $28,634.3 | $3,854.24 | 15.55% |
Staci Compagno Portside Wealth Group, LLC | 16,143 | $594,961.5 | $646,042.86 | $51,081.36 | 8.59% |