| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 178 | $10,621.26 | $9,256 | -$1,365.26 | -12.85% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 317,179 | $5.52M | $15.96M | $10.43M | 188.88% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6,436 | $294,768.8 | $317,248.46 | $22,479.66 | 7.63% |
Michael Byun SageView Advisory Group LLC | 501 | $29,895 | $24,979.86 | -$4,915.14 | -16.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,145 | $309,130.8 | $504,713.75 | $195,582.95 | 63.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 500 | $15,070 | $23,930 | $8,860 | 58.79% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,000 | $150,700 | $239,300 | $88,600 | 58.79% |
| PIL PFG Investments LLC PFG Investments LLC | 31,731 | $505,529.5 | $1.56M | $1.06M | 209.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,600 | $95,472 | $76,944 | -$18,528 | -19.41% |
Jae Cho Marex Group plc | 14,200 | $790,247.96 | $697,220 | -$93,027.96 | -11.77% |
Teresa Douberly Burford Brothers, Inc. | 27,210 | $409,782.21 | $1.34M | $926,228.79 | 226.03% |
| DN Daniel Newman Noble Wealth Management PBC | 58,841 | $3.1M | $2.81M | -$286,248.95 | -9.23% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 4,001 | $238,750 | $191,327.82 | -$47,422.18 | -19.86% |