| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 726 | $203,563.15 | $236,298.49 | $32,735.34 | 16.08% |
Ana-Maria Ignat Covestor Ltd | 287 | $84,434.91 | $101,158.89 | $16,723.98 | 19.81% |
Thomas Lynch QVIDTVM Management LLC | 66,243 | $20.86M | $23.99M | $3.12M | 14.97% |
William Jollie Quent Capital LLC | 84 | $23,552.76 | $29,607.48 | $6,054.72 | 25.71% |
Taro Kuriyama Axq Capita LLP | 1,418 | $416,339 | $485,565.74 | $69,226.74 | 16.63% |
CJ Harrison DecisionPoint Financial LLC | 1 | $298 | $345.84 | $47.84 | 16.05% |
Rachel Faulk Cape Investment Advisory Inc. | 186 | $54,612 | $64,701.96 | $10,089.96 | 18.48% |
Mariana Coli Dunhill Financial LLC | 1 | $334.5 | $352.63 | $18.13 | 5.42% |
Drew Phillips Fortitude Family Office LLC | 32 | $9,596.74 | $10,415.36 | $818.62 | 8.53% |
Brian Matter Creative Capital Management Investments LLC | 7 | $2,055.27 | $2,278.36 | $223.09 | 10.85% |
Loren Sauer Slotnik Capital LLC | 7,500 | $2.2M | $2.72M | $513,525 | 23.32% |
Paul B. Ordonio Park Place Capital Corp. | 68 | $24,800.23 | $24,225.68 | -$574.55 | -2.32% |
Kevin Kroskey True Wealth Design LLC | 22 | $6,188.55 | $7,160.56 | $972.01 | 15.71% |
Jacob Going Alpine Bank Wealth Management | 55 | $16,149 | $19,394.65 | $3,245.65 | 20.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 4 | $1,115.16 | $1,301.92 | $186.76 | 16.75% |
Bradley Harsch Strategic Advocates LLC | 4 | $1,122 | $1,448.32 | $326.32 | 29.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 761 | $223,733.08 | $247,690.28 | $23,957.2 | 10.71% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 366 | $110,894.67 | $132,521.28 | $21,626.61 | 19.5% |
Mathieu Cornu Pictet Asset Management Holding SA | 2,920 | $773,347.28 | $950,401.63 | $177,054.35 | 22.89% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 6 | $1,797.33 | $1,952.88 | $155.55 | 8.65% |