| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kea Molnar Cromwell Holdings LLC | 109 | $1,451 | $2,532.07 | $1,081.07 | 74.51% |
Dinan Hu R Squared Ltd | 19,582 | $359,646.4 | $425,223.13 | $65,576.73 | 18.23% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 44,733 | $1.96M | $1.04M | -$917,557.19 | -46.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 16,905 | $447,575.45 | $376,136.25 | -$71,439.2 | -15.96% |
Clint Dunn Beaird Harris Wealth Management LLC | 18,394 | $454,130.42 | $401,816.93 | -$52,313.49 | -11.52% |
Jennifer Carlson Gould Capital LLC | 430 | $12,009.8 | $9,713.7 | -$2,296.1 | -19.12% |
Caroline Jankowski Operose Advisors LLC | 1,179 | $15,692.49 | $25,601.98 | $9,909.49 | 63.15% |
| YH Yanjuan Huang Vienna Asset Management LLC | 99,376 | $2.7M | $2.28M | -$414,397.92 | -15.36% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 12,275 | $163,380.25 | $275,819.25 | $112,439 | 68.82% |
Taro Kuriyama Axq Capita LLP | 20,128 | $267,904 | $460,629.28 | $192,725.28 | 71.94% |
Matthew Friedwald ParaFi Capita LLP | 235,000 | $3.13M | $5.08M | $1.95M | 62.47% |
Rachel Faulk Cape Investment Advisory Inc. | 50 | $666 | $1,168 | $502 | 75.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,087 | $29,512 | $23,604.2 | -$5,907.8 | -20.02% |
Drew Phillips Fortitude Family Office LLC | 373 | $9,858 | $8,713.28 | -$1,144.72 | -11.61% |
| RDL Rodrigo De La Garza Summa Corp. | 24,000 | $1.17M | $558,000 | -$613,980 | -52.39% |
Loni Adams Daymark Wealth Partners LLC | 35,159 | $913,745.5 | $763,477.68 | -$150,267.82 | -16.45% |
Amy Ardeel Icon Wealth Advisors LLC | 16,553 | $295,068.34 | $364,166 | $69,097.66 | 23.42% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 108,922 | $1.45M | $2.54M | $1.09M | 75.51% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,742 | $34,456.78 | $38,846.6 | $4,389.82 | 12.74% |
Walter J. West Milestone Asset Management LLC | 8,015 | $114,903.74 | $187,230.4 | $72,326.66 | 62.95% |