| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 8,429 | $222,862.76 | $242,165.17 | $19,302.41 | 8.66% |
William Jollie Quent Capital LLC | 972 | $26,047.42 | $27,721.44 | $1,674.02 | 6.43% |
Taro Kuriyama Axq Capita LLP | 64,445 | $1.72M | $1.83M | $111,490.1 | 6.49% |
Katie Christensen iSAM Funds UKK) Ltd | 7,800 | $206,232.25 | $217,776 | $11,543.75 | 5.6% |
Khanthaly Dacanay Chi Co. Wealth RIA | 17,588 | $1.18M | $491,056.96 | -$685,016.26 | -58.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,130 | $1.2M | $693,254.9 | -$503,068.48 | -42.05% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 200 | $6,788 | $5,746 | -$1,042 | -15.35% |
CJ Harrison DecisionPoint Financial LLC | 6 | $155 | $170.82 | $15.82 | 10.21% |
Anita Woodhouse V-Square Quantitative Management LLC | 11,403 | $399,276.93 | $327,608.19 | -$71,668.74 | -17.95% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 72,871 | $2.88M | $2.09M | -$784,168.11 | -27.25% |
Rachel Faulk Cape Investment Advisory Inc. | 234 | $6,223 | $6,640.92 | $417.92 | 6.72% |
Mariana Coli Dunhill Financial LLC | 1 | $25.09 | $28.52 | $3.43 | 13.67% |
Drew Phillips Fortitude Family Office LLC | 190 | $4,977.48 | $5,458.7 | $481.22 | 9.67% |
Matthew Zienty Cardinal Point Capital Management ULC | 12,875 | $345,114.25 | $369,898.75 | $24,784.5 | 7.18% |
Bert D. Barre Colonial Trust Co. / SC | 11 | $286.66 | $308.33 | $21.67 | 7.56% |
Loni Adams Daymark Wealth Partners LLC | 24,959 | $1.52M | $717,072.07 | -$804,946.26 | -52.89% |
Brian Matter Creative Capital Management Investments LLC | 65 | $1,732.25 | $1,867.45 | $135.2 | 7.8% |
Sheryl Stephens Stephens Consulting LLC | 530 | $38,148.11 | $15,226.9 | -$22,921.21 | -60.08% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 217 | $5,737.48 | $6,177.99 | $440.51 | 7.68% |
Scott Highmark Mosaic Family Wealth Partners LLC | 48,330 | $1.29M | $1.38M | $87,783.1 | 6.81% |