| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Scott Scott Capital Advisors LLC | 50,740 | $831,830 | $890,994.4 | $59,164.4 | 7.11% |
| SP Shaun Peterson Peterson Wealth Services | 1,934 | $24,349.06 | $33,961.04 | $9,611.98 | 39.48% |
Ana-Maria Ignat Covestor Ltd | 34,225 | $440,464.83 | $600,991 | $160,526.17 | 36.44% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 10,824 | $139,932.9 | $190,069.44 | $50,136.54 | 35.83% |
| TK Taro Kuriyama Axq Capita LLP | 44,259 | $585,176.73 | $777,188.04 | $192,011.31 | 32.81% |
David K. Balsdon Harvest Portfolios Group Inc. | 207,576 | $2.01M | $3.65M | $1.64M | 81.7% |
Khanthaly Dacanay Chi Co. Wealth RIA | 30,000 | $386,100 | $526,800 | $140,700 | 36.44% |
Angela Cox W Advisors LLC | 11,570 | $44,775.9 | $203,169.2 | $158,393.3 | 353.75% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 160 | $3,920 | $2,809.6 | -$1,110.4 | -28.33% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 42 | $1,029 | $737.52 | -$291.48 | -28.33% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 10,140 | $140,381.41 | $178,058.4 | $37,676.99 | 26.84% |
| DP Drew Phillips Fortitude Family Office LLC | 522 | $2,786.31 | $9,646.56 | $6,860.25 | 246.21% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 30,931 | $398,082 | $557,376.62 | $159,294.62 | 40.02% |
| DD Damir Durkovic Entropy Technologies, LP | 11,131 | $143,256 | $200,246.69 | $56,990.69 | 39.78% |
Alexandra Stickelman Root Financial Partners, LLC | 65 | $837 | $1,169.35 | $332.35 | 39.71% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,650 | $291,506 | $407,586.75 | $116,080.75 | 39.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 71,052 | $411,262.36 | $1.25M | $836,410.76 | 203.38% |
Mathieu Cornu Pictet Asset Management Holding SA | 60,626 | $894,839.6 | $1.08M | $182,787.55 | 20.43% |
Jae Cho Marex Group plc | 1.39M | $18.12M | $24.78M | $6.66M | 36.76% |
NICOLE MARTIN Arlington Trust Co LLC | 41,513 | $1.02M | $737,893.57 | -$279,023.93 | -27.44% |