| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 264 | $13,436.45 | $15,436.08 | $1,999.63 | 14.88% |
W. Travis McKinney HB Wealth Management LLC | 4,288 | $239,386.4 | $250,719.36 | $11,332.96 | 4.73% |
CJ Harrison DecisionPoint Financial LLC | 3 | $142 | $175.41 | $33.41 | 23.53% |
| JG John Ginter Callan Family Office LLC | 11,629 | $576,216.52 | $676,226.35 | $100,009.83 | 17.36% |
Rodrigo Diaz Plan Group Financial LLC | 5,181 | $233,526.19 | $307,026.06 | $73,499.87 | 31.47% |
Mariana Coli Dunhill Financial LLC | 400 | $17,929.19 | $23,388 | $5,458.81 | 30.45% |
Lukas Lindgren Abound Wealth Management | 3 | $142.8 | $174.69 | $31.89 | 22.33% |
Drew Phillips Fortitude Family Office LLC | 151 | $7,411.94 | $8,828.97 | $1,417.03 | 19.12% |
Loni Adams Daymark Wealth Partners LLC | 15,071 | $814,931.72 | $886,024.09 | $71,092.37 | 8.72% |
Brian Matter Creative Capital Management Investments LLC | 30 | $1,477.5 | $1,754.1 | $276.6 | 18.72% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10 | $471 | $584.7 | $113.7 | 24.14% |
David Smith Linden Thomas Advisory Services LLC | 5,680 | $254,676.15 | $333,955.6 | $79,279.45 | 31.13% |
Kevin Kroskey True Wealth Design LLC | 33 | $1,505.52 | $1,929.51 | $423.99 | 28.16% |
| JC Jared Calvert Buck Wealth Strategies LLC | 2 | $94 | $116.46 | $22.46 | 23.89% |
Mathieu Boisvert Bastion Asset Management Inc. | 191,674 | $9.44M | $11.05M | $1.61M | 17.02% |
Thomas Dobbins New Republic Capital, LLC | 6,543 | $398,486.12 | $386,691.3 | -$11,794.82 | -2.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 736 | $36,559.58 | $41,046.72 | $4,487.14 | 12.27% |
Mathieu Cornu Pictet Asset Management Holding SA | 10,388 | $526,842.9 | $607,386.36 | $80,543.46 | 15.29% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,900 | $284,875.99 | $289,590 | $4,714.01 | 1.65% |
Taylor Wagner Valued Wealth Advisors LLC | 54 | $2,554 | $3,166.02 | $612.02 | 23.96% |