| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 7 | $548.74 | $579.18 | $30.44 | 5.55% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,460 | $369,243.4 | $371,696.4 | $2,453 | 0.66% |
Bobby Adusumilli SJS Investment Consulting Inc. | 202 | $16,251.62 | $16,763.98 | $512.36 | 3.15% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 4,914 | $406,044 | $405,159.3 | -$884.7 | -0.22% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,018 | $311,810.22 | $249,015.18 | -$62,795.04 | -20.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 83,073 | $6.76M | $6.88M | $124,609.5 | 1.84% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,186 | $316,545.32 | $350,012.39 | $33,467.07 | 10.57% |
Ana-Maria Ignat Covestor Ltd | 774 | $57,266.24 | $64,234.26 | $6,968.02 | 12.17% |
W. Travis McKinney HB Wealth Management LLC | 4,465 | $369,657.35 | $369,434.1 | -$223.25 | -0.06% |
William Jollie Quent Capital LLC | 140 | $10,264.8 | $11,583.6 | $1,318.8 | 12.85% |
Allison Brooke Blake WorthPointe LLC | 4,679 | $387,374.41 | $385,783.55 | -$1,590.86 | -0.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 362 | $33,503.05 | $30,067.72 | -$3,435.33 | -10.25% |
CJ Harrison DecisionPoint Financial LLC | 1 | $84 | $82.74 | -$1.26 | -1.5% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 6,400 | $465,120.74 | $536,320 | $71,199.26 | 15.31% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,408 | $195,735.85 | $201,308.8 | $5,572.95 | 2.85% |
Drew Phillips Fortitude Family Office LLC | 250 | $20,358.47 | $20,687.5 | $329.03 | 1.62% |
Brian Dechow SWAN Capital LLC | 150 | $10,886 | $12,367.5 | $1,481.5 | 13.61% |
Brian Matter Creative Capital Management Investments LLC | 8 | $662.32 | $661.92 | -$0.4 | -0.06% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,800 | $217,616 | $230,860 | $13,244 | 6.09% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 600 | $49,578 | $49,470 | -$108 | -0.22% |