| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 742 | $43,299.3 | $48,504.54 | $5,205.24 | 12.02% |
Bill McVay Red Tortoise LLC | 50 | $2,502 | $3,265.75 | $763.75 | 30.53% |
William Jollie Quent Capital LLC | 130 | $7,467.15 | $8,498.1 | $1,030.95 | 13.81% |
Marc H. Stone Tyler-Stone Wealth Management | 16,019 | $731,044.24 | $1.06M | $325,248.62 | 44.49% |
Taro Kuriyama Axq Capita LLP | 7,611 | $477,590 | $499,966.59 | $22,376.59 | 4.69% |
Katie Christensen iSAM Funds UKK) Ltd | 4,100 | $257,275 | $271,850.5 | $14,575.5 | 5.67% |
Kevin Zemann WealthPlan Investment Management LLC | 4,860 | $224,574 | $317,698.2 | $93,124.2 | 41.47% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 724 | $34,969 | $47,335.12 | $12,366.12 | 35.36% |
CJ Harrison DecisionPoint Financial LLC | 3 | $184 | $196.11 | $12.11 | 6.58% |
Anita Woodhouse V-Square Quantitative Management LLC | 633 | $43,816.32 | $41,379.21 | -$2,437.11 | -5.56% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 9,713 | $514,142.6 | $636,590.02 | $122,447.42 | 23.82% |
Mariana Coli Dunhill Financial LLC | 26 | $1,662.69 | $1,699.62 | $36.93 | 2.22% |
Lukas Lindgren Abound Wealth Management | 4 | $288 | $264.06 | -$23.94 | -8.31% |
Drew Phillips Fortitude Family Office LLC | 170 | $9,175.28 | $11,112.9 | $1,937.62 | 21.12% |
Brian Matter Creative Capital Management Investments LLC | 33 | $2,070.75 | $2,157.21 | $86.46 | 4.18% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,323 | $271,268 | $282,594.51 | $11,326.51 | 4.18% |
Kun Gao Sherbrooke Park Advisers LLC | 4,092 | $283,248 | $276,987.48 | -$6,260.52 | -2.21% |
Kevin Kroskey True Wealth Design LLC | 679 | $35,836.63 | $44,386.23 | $8,549.6 | 23.86% |
Beth Zilka Baron Wealth Management LLC | 3,897 | $226,527.35 | $258,721.83 | $32,194.48 | 14.21% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,333 | $230,710 | $214,328.56 | -$16,381.44 | -7.1% |