| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 21,100 | $248,407.46 | $254,466 | $6,058.54 | 2.44% |
CJ Harrison DecisionPoint Financial LLC | 6 | $57 | $66.99 | $9.99 | 17.53% |
Mariana Coli Dunhill Financial LLC | 3 | $25.17 | $34.68 | $9.51 | 37.78% |
Rebecca Sierp WPWealth LLP | 17,425 | $171,114 | $201,433 | $30,319 | 17.72% |
Drew Phillips Fortitude Family Office LLC | 262 | $2,613.75 | $3,005.14 | $391.39 | 14.97% |
Brian Dechow SWAN Capital LLC | 50 | $496 | $603 | $107 | 21.57% |
Brian Matter Creative Capital Management Investments LLC | 62 | $608.84 | $711.14 | $102.3 | 16.8% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 35,862 | $484,136.59 | $400,399.23 | -$83,737.36 | -17.3% |
David Cohen Michelson Medical Research Foundation Inc. | 156,166 | $1.87M | $1.91M | $32,795.2 | 1.75% |
Kun Gao Sherbrooke Park Advisers LLC | 16,668 | $148,678.65 | $191,181.96 | $42,503.31 | 28.59% |
Kevin Kroskey True Wealth Design LLC | 1,503 | $12,926.37 | $17,239.41 | $4,313.04 | 33.37% |
Jishnu Guha PICKERING ENERGY PARTNERS LP | 3.2M | $31.41M | $39.09M | $7.68M | 24.45% |
Nemes Rush Group LLC Nemes Rush Group LLC | 309 | $3,036 | $3,769.8 | $733.8 | 24.17% |
| AA Andrew Alkon EntryPoint Capital, LLC | 43,681 | $422,885.18 | $526,792.86 | $103,907.68 | 24.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,789 | $15,367.82 | $20,519.83 | $5,152.01 | 33.52% |
Mathieu Cornu Pictet Asset Management Holding SA | 38,292 | $419,942.58 | $439,209.24 | $19,266.66 | 4.59% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $117.21 | $149.11 | $31.9 | 27.22% |
Kevin Orr Centennial Bank/AR/ | 3,812 | $37,434 | $44,066.72 | $6,632.72 | 17.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 61,612 | $549,434.77 | $706,689.64 | $157,254.87 | 28.62% |
Taylor Wagner Valued Wealth Advisors LLC | 394 | $5,319 | $4,519.18 | -$799.82 | -15.04% |