| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashish Sharma DGS Capital Management LLC | 1,919 | $245,747.14 | $246,946.32 | $1,199.18 | 0.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6 | $833.28 | $767.16 | -$66.12 | -7.93% |
Ana-Maria Ignat Covestor Ltd | 55 | $6,515.3 | $7,110.89 | $595.59 | 9.14% |
Samantha Pierangeli City State Bank | 136 | $14,115.44 | $17,516.8 | $3,401.36 | 24.1% |
William Jollie Quent Capital LLC | 430 | $48,003.44 | $55,604.07 | $7,600.63 | 15.83% |
Michael Byun SageView Advisory Group LLC | 1,787 | $186,833.27 | $229,959.92 | $43,126.65 | 23.08% |
Taro Kuriyama Axq Capita LLP | 7,363 | $978,492.12 | $952,226.6 | -$26,265.52 | -2.68% |
CJ Harrison DecisionPoint Financial LLC | 4 | $485.5 | $516.84 | $31.34 | 6.46% |
Drew Phillips Fortitude Family Office LLC | 66 | $7,815.24 | $8,534.58 | $719.34 | 9.2% |
Brian Matter Creative Capital Management Investments LLC | 24 | $3,333.12 | $3,101.04 | -$232.08 | -6.96% |
Bree Pate Olisti Co. Wealth LLC | 500 | $59,230 | $64,458.5 | $5,228.5 | 8.83% |
Kevin Kroskey True Wealth Design LLC | 59 | $7,503.2 | $7,623.68 | $120.48 | 1.61% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 90 | $11,209.8 | $11,588.4 | $378.6 | 3.38% |
Alexandra Stickelman Root Financial Partners, LLC | 438 | $55,363 | $55,363.2 | $0.2 | - |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,975 | $537,486.31 | $637,969.12 | $100,482.81 | 18.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 714 | $93,163.17 | $91,527.66 | -$1,635.51 | -1.76% |
Mathieu Cornu Pictet Asset Management Holding SA | 2,381 | $222,821.68 | $307,791.87 | $84,970.19 | 38.13% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $1,458.39 | $2,071.36 | $612.97 | 42.03% |
Syon Capital LLC SYON CAPITAL LLC | 3,225 | $363,360.81 | $418,024.5 | $54,663.69 | 15.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,626 | $330,100.88 | $469,421.96 | $139,321.08 | 42.21% |