| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Matter Creative Capital Management Investments LLC | 69 | $4,261.44 | $4,002.69 | -$258.75 | -6.07% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,988 | $214,217.55 | $355,747.08 | $141,529.53 | 66.07% |
Patrick D. Hayes Canopy Partners LLC | 3,275 | $185,430.72 | $194,567.75 | $9,137.03 | 4.93% |
Sue Oleari Trifecta Capital Advisors LLC | 35 | $2,162 | $2,086 | -$76 | -3.52% |
Amy Hart Phillips Wealth Planners LLC | 10,024 | $478,951.21 | $596,828.96 | $117,877.75 | 24.61% |
Amy Ardeel Icon Wealth Advisors LLC | 28,111 | $1.69M | $1.68M | -$9,540.35 | -0.57% |
Joshua A. Kennon Kennon-Green & Company LLC | 129,847 | $5.06M | $7.79M | $2.73M | 53.85% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,627 | $409,284 | $384,366 | -$24,918 | -6.09% |
Dean Pelos Commonwealth Retirement Investments LLC | 106 | $6,547 | $6,320.25 | -$226.75 | -3.46% |
Bepin Serraj Richard W. Paul & Associates LLC | 450 | $21,992.12 | $26,781.75 | $4,789.63 | 21.78% |
Paul L. Moffat Arista Wealth Management LLC | 8,400 | $397,572 | $498,792 | $101,220 | 25.46% |
Moises Valladares Insigneo Advisory Services LLC | 13,180 | $702,021.25 | $789,482 | $87,460.75 | 12.46% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,867 | $485,871 | $469,148.54 | -$16,722.46 | -3.44% |
Ashley Buboltz Moran Wealth Management LLC | 160,852 | $4.95M | $9.59M | $4.64M | 93.75% |
| LK Lenny Kisin Applied Capital LLC/FL | 23,598 | $888,859.6 | $1.36M | $474,868.82 | 53.42% |
Andrew Lewis Genesis Private Wealth LLC | 8,406 | $416,514.18 | $500,409.18 | $83,895 | 20.14% |
David Smith Linden Thomas Advisory Services LLC | 15,983 | $619,463.23 | $952,586.8 | $333,123.57 | 53.78% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,100 | $64,317 | $65,890 | $1,573 | 2.45% |
Paul B. Ordonio Park Place Capital Corp. | 8,893 | $434,336.06 | $513,392.89 | $79,056.83 | 18.2% |
Kevin Kroskey True Wealth Design LLC | 344 | $19,682.16 | $19,952 | $269.84 | 1.37% |