| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 2,580 | $205,213.2 | $300,802.2 | $95,589 | 46.58% |
Taro Kuriyama Axq Capita LLP | 3,930 | $312,592 | $454,072.2 | $141,480.2 | 45.26% |
Patricia A. Thompson Leeward Investments LLC - MA | 104,039 | $3.7M | $11.74M | $8.04M | 217.46% |
CJ Harrison DecisionPoint Financial LLC | 1 | $80 | $116.59 | $36.59 | 45.74% |
| JG John Ginter Callan Family Office LLC | 8,885 | $494,315.39 | $1.04M | $540,698.26 | 109.38% |
Mariana Coli Dunhill Financial LLC | 1 | $50.48 | $116.59 | $66.11 | 130.96% |
Drew Phillips Fortitude Family Office LLC | 14 | $840.35 | $1,573.18 | $732.83 | 87.21% |
Brian Matter Creative Capital Management Investments LLC | 7 | $556.78 | $816.13 | $259.35 | 46.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 691 | $41,241.59 | $76,846.46 | $35,604.87 | 86.33% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,801 | $306,606.03 | $909,518.59 | $602,912.56 | 196.64% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 8 | $512.39 | $934.38 | $421.99 | 82.36% |
Scott McMillan White Wing Wealth Management | 9,409 | $553,174.6 | $1.1M | $546,596.36 | 98.81% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,168 | $173,448 | $357,508.8 | $184,060.8 | 106.12% |
Taylor Wagner Valued Wealth Advisors LLC | 49 | $3,898 | $5,709.97 | $1,811.97 | 46.48% |
Curtis Burkholder Bare Financial Services, Inc | 179 | $12,231.5 | $20,869.61 | $8,638.11 | 70.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,962 | $198,545.23 | $458,621.31 | $260,076.08 | 130.99% |
David P. Cushing nVerses Capital, LLC | 3,679 | $292,627 | $413,409.23 | $120,782.23 | 41.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,052 | $1.32M | $3.75M | $2.42M | 183.41% |
Ashley Meredith Abel Hall, LLC | 4,765 | $244,806.47 | $550,214.55 | $305,408.08 | 124.75% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 1,723 | $94,135 | $200,789.8 | $106,654.8 | 113.3% |