| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 14 | $1,728.97 | $2,452.94 | $723.97 | 41.87% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 113,739 | $15.26M | $19,165.02 | -$15.24M | -99.87% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,891 | $367,185.91 | $506,532.14 | $139,346.23 | 37.95% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1 | $124.52 | $175.21 | $50.69 | 40.71% |
Kea Molnar Cromwell Holdings LLC | 13 | $1,815.46 | $2,277.73 | $462.27 | 25.46% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,150 | $1.32M | $1.67M | $351,026.66 | 26.69% |
Ashish Sharma DGS Capital Management LLC | 2,843 | $360,224.96 | $498,122.06 | $137,897.1 | 38.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6 | $985.08 | $1,051.26 | $66.18 | 6.72% |
Dominic Corabi Wedmont Private Capital | 4,148 | $405,447.74 | $726,771.12 | $321,323.38 | 79.25% |
Ana-Maria Ignat Covestor Ltd | 76 | $8,375.96 | $8,375.96 | - | - |
W. Travis McKinney HB Wealth Management LLC | 4,478 | $549,912.5 | $784,590.42 | $234,677.92 | 42.68% |
William Jollie Quent Capital LLC | 2,536 | $214,440.88 | $208,053.44 | -$6,387.44 | -2.98% |
Dalila Toledo Ascent Group LLC | 1,770 | $237,480.9 | $310,121.7 | $72,640.8 | 30.59% |
Anita Woodhouse V-Square Quantitative Management LLC | 241 | $39,567 | $42,225.61 | $2,658.61 | 6.72% |
Mariana Coli Dunhill Financial LLC | 1 | $124.52 | $124.52 | - | - |
Drew Phillips Fortitude Family Office LLC | 282 | $46,299 | $49,409.22 | $3,110.22 | 6.72% |
Kevin Kroskey True Wealth Design LLC | 344 | $42,089.29 | $60,272.24 | $18,182.95 | 43.2% |
Beth Zilka Baron Wealth Management LLC | 3,720 | $393,974.52 | $651,781.24 | $257,806.72 | 65.44% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 5,046 | $828,452 | $884,109.71 | $55,657.71 | 6.72% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 2,493 | $247,351.05 | $409.3 | -$246,941.75 | -99.83% |