| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 1,118 | $13,272.41 | $13,583.7 | $311.29 | 2.35% |
Taro Kuriyama Axq Capita LLP | 757,848 | $6.6M | $9.19M | $2.59M | 39.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 47,712 | $397,200.7 | $579,700.8 | $182,500.1 | 45.95% |
| TL Tradewinds LLC Tradewinds LLC | 107,621 | $979,799.69 | $1.35M | $367,077.12 | 37.46% |
CJ Harrison DecisionPoint Financial LLC | 15 | $142 | $182.25 | $40.25 | 28.35% |
Albert Moore First National Advisers LLC | 53,722 | $463,302.02 | $661,855.04 | $198,553.02 | 42.86% |
Mariana Coli Dunhill Financial LLC | 28 | $244.95 | $340.2 | $95.25 | 38.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 110 | $1,233.91 | $1,328.8 | $94.89 | 7.69% |
Lukas Lindgren Abound Wealth Management | 13 | $106.85 | $157.69 | $50.84 | 47.58% |
Drew Phillips Fortitude Family Office LLC | 2,831 | $29,381.82 | $34,396.65 | $5,014.83 | 17.07% |
Loni Adams Daymark Wealth Partners LLC | 11,999 | $112,671 | $144,947.92 | $32,276.92 | 28.65% |
Brian Matter Creative Capital Management Investments LLC | 169 | $1,563.41 | $2,053.35 | $489.94 | 31.34% |
Scott Register Register Financial Advisors LLC | 104,925 | $1.18M | $1.29M | $107,789.48 | 9.15% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 67,335 | $613,890.39 | $818,120.25 | $204,229.86 | 33.27% |
Lydia Moore MRP Capital Investments LLC | 8,000 | $106,241.52 | $100,040 | -$6,201.52 | -5.84% |
Kevin Kroskey True Wealth Design LLC | 122 | $1,038.7 | $1,482.3 | $443.6 | 42.71% |
| PIL PFG Investments LLC PFG Investments LLC | 21,824 | $251,647.91 | $265,925.44 | $14,277.53 | 5.67% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 17,198 | $145,323.18 | $209,385.65 | $64,062.47 | 44.08% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 757 | $8,335 | $9,193.76 | $858.76 | 10.3% |
Melissa C. Anderson PCA Investment Advisory Services Inc. | 22,056 | $207,124.11 | $267,095.95 | $59,971.84 | 28.95% |