| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 10,140 | $79,497.6 | $163,152.6 | $83,655 | 105.23% |
Ana-Maria Ignat Covestor Ltd | 5,737 | $69,932.18 | $92,308.33 | $22,376.15 | 32% |
W. Travis McKinney HB Wealth Management LLC | 28,137 | $282,214.11 | $452,724.33 | $170,510.22 | 60.42% |
| LWL Leo Wealth LLC Leo Wealth LLC | 42,246 | $910,710.24 | $681,639.21 | -$229,071.03 | -25.15% |
William Jollie Quent Capital LLC | 1,698 | $17,556.83 | $27,320.82 | $9,763.99 | 55.61% |
Taro Kuriyama Axq Capita LLP | 32,254 | $252,871.4 | $519,450.67 | $266,579.27 | 105.42% |
CJ Harrison DecisionPoint Financial LLC | 11 | $153.54 | $176.99 | $23.45 | 15.27% |
| JG John Ginter Callan Family Office LLC | 204,134 | $2.04M | $3.29M | $1.25M | 61.04% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 157,796 | $3.32M | $2.54M | -$785,824.08 | -23.64% |
Drew Phillips Fortitude Family Office LLC | 357 | $5,043.77 | $5,744.13 | $700.36 | 13.89% |
Brian Matter Creative Capital Management Investments LLC | 69 | $692.07 | $1,110.21 | $418.14 | 60.42% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3,343 | $33,096 | $53,788.87 | $20,692.87 | 62.52% |
Kevin Kroskey True Wealth Design LLC | 1,124 | $12,134.94 | $18,085.16 | $5,950.22 | 49.03% |
| JC Jared Calvert Buck Wealth Strategies LLC | 15 | $149 | $241.87 | $92.87 | 62.33% |
| CWL Channel Wealth LLC Channel Wealth LLC | 25,510 | $539,281.58 | $414,409.95 | -$124,871.63 | -23.16% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 2,803 | $30,455.16 | $45,450.64 | $14,995.48 | 49.24% |
Staci Compagno Portside Wealth Group, LLC | 11,100 | $109,890 | $178,321.5 | $68,431.5 | 62.27% |
Robert Green LECAP ASSET MANAGEMENT LTD | 119,994 | $1.19M | $1.94M | $747,562.22 | 62.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,696 | $75,806.37 | $105,127.2 | $29,320.83 | 38.68% |
Mathieu Cornu Pictet Asset Management Holding SA | 106,835 | $2.14M | $1.72M | -$418,009.91 | -19.56% |