| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 3,428 | $593,319.32 | $698,900.64 | $105,581.32 | 17.8% |
Katie Christensen iSAM Funds UKK) Ltd | 1,100 | $245,377 | $224,268 | -$21,109 | -8.6% |
Timothy Gerlach Novem Group | 5,650 | $1.26M | $1.21M | -$54,231.94 | -4.3% |
James M. Perkins Quantum Private Wealth LLC | 1,000 | $215,130 | $210,100 | -$5,030 | -2.34% |
CJ Harrison DecisionPoint Financial LLC | 1 | $220 | $196.54 | -$23.46 | -10.66% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 905 | $194,692.65 | $190,140.5 | -$4,552.15 | -2.34% |
Mariana Coli Dunhill Financial LLC | 1 | $186 | $196.54 | $10.54 | 5.67% |
Drew Phillips Fortitude Family Office LLC | 56 | $11,197.76 | $11,011.84 | -$185.92 | -1.66% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,183 | $165,819.54 | $231,418.46 | $65,598.92 | 39.56% |
Loni Adams Daymark Wealth Partners LLC | 1,259 | $215,240.52 | $247,443.86 | $32,203.34 | 14.96% |
Brian Matter Creative Capital Management Investments LLC | 11 | $2,366.43 | $2,162.54 | -$203.89 | -8.62% |
Jeffrey D. Munjack JDM Financial Group LLC | 25 | $4,275 | $5,252.5 | $977.5 | 22.87% |
Dennis Wallace Fortune Financial Advisors LLC | 2,968 | $662,102 | $604,848.72 | -$57,253.28 | -8.65% |
| JS Jeffrey Starkey Kooman & Associates | 2,707 | $393,374.64 | $566,033.7 | $172,659.06 | 43.89% |
Amy Hart Phillips Wealth Planners LLC | 929 | $202,736 | $195,182.9 | -$7,553.1 | -3.73% |
Scott Register Register Financial Advisors LLC | 901 | $201,064 | $177,132.09 | -$23,931.91 | -11.9% |
Darren Tapley New England Capital Financial Advisors LLC | 567 | $50,531.22 | $119,245.77 | $68,714.55 | 135.98% |
Moises Valladares Insigneo Advisory Services LLC | 933 | $208,124 | $183,371.82 | -$24,752.18 | -11.89% |
Paul B. Ordonio Park Place Capital Corp. | 613 | $57,374.06 | $120,479.02 | $63,104.96 | 109.99% |
Kevin Kroskey True Wealth Design LLC | 94 | $16,941.71 | $18,484.16 | $1,542.45 | 9.1% |