| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dinan Hu R Squared Ltd | 1,352 | $715,244.66 | $725,598.12 | $10,353.46 | 1.45% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,761 | $1.26M | $945,516.12 | -$310,446.88 | -24.72% |
| RE Rod Ehrlich Wayfinding Financial LLC | 369 | $263,174.5 | $197,516.47 | -$65,658.03 | -24.95% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 17,861 | $8.46M | $9.37M | $908,589.52 | 10.73% |
Bradley W. Clark Paladin Advisory Group LLC | 158 | $37,743.04 | $84,887.08 | $47,144.04 | 124.91% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 24 | $9,484.8 | $12,796.2 | $3,311.4 | 34.91% |
Ashish Sharma DGS Capital Management LLC | 2,063 | $1.06M | $1.11M | $49,103.19 | 4.64% |
Matthew Liebman Amplius Wealth Advisors LLC | 341 | $243,204.62 | $182,411.13 | -$60,793.49 | -25% |
Paul N. Clark Mi LLCapital Management LLC | 1,665 | $408,191.4 | $891,574.2 | $483,382.8 | 118.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,573 | $2.23M | $2.44M | $202,522.25 | 9.07% |
Kathleen Halliwell DMKC Advisory Services LLC | 7,746 | $2.57M | $4.08M | $1.51M | 58.64% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 305 | $217,529.06 | $163,824.65 | -$53,704.41 | -24.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,093 | $4.4M | $6.89M | $2.48M | 56.36% |
Michael Capobianco MWA Asset Management | 4,804 | $1.29M | $2.57M | $1.28M | 99.77% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,071 | $241,718.07 | $573,509.79 | $331,791.72 | 137.26% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 2,758 | $1.97M | $1.46M | -$506,286.12 | -25.74% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,086 | $532,633.05 | $584,148.54 | $51,515.49 | 9.67% |
Dominic Corabi Wedmont Private Capital | 1,823 | $572,958.5 | $957,457.83 | $384,499.33 | 67.11% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 581 | $300,018.38 | $312,148.06 | $12,129.68 | 4.04% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8 | $2,788.8 | $4,198.92 | $1,410.12 | 50.56% |