| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dinan Hu R Squared Ltd | 21,734 | $249,593.68 | $252,331.74 | $2,738.06 | 1.1% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 10,000 | $70,800 | $118,200 | $47,400 | 66.95% |
Mark Perrault Intergy Private Wealth LLC | 14,968 | $118,764.02 | $176,921.76 | $58,157.74 | 48.97% |
William Jollie Quent Capital LLC | 148 | $1,776 | $1,676.84 | -$99.16 | -5.58% |
Dalila Toledo Ascent Group LLC | 22,395 | $257,197.45 | $264,708.9 | $7,511.45 | 2.92% |
James Peterson Nearwater Capital Markets Ltd. | 519,900 | $4.67M | $5.75M | $1.08M | 23.03% |
| JG John Ginter Callan Family Office LLC | 58,486 | $672,000.81 | $660,891.8 | -$11,109.01 | -1.65% |
Anita Woodhouse V-Square Quantitative Management LLC | 14,057 | $161,465.85 | $166,153.74 | $4,687.89 | 2.9% |
Alex Nunnamaker Schechter Investment Advisors LLC | 145,837 | $742,804.41 | $1.72M | $980,988.93 | 132.07% |
| RDL Rodrigo De La Garza Summa Corp. | 18,230 | $208,551 | $205,999 | -$2,552 | -1.22% |
Sheryl Stephens Stephens Consulting LLC | 478 | $3,241 | $5,649.96 | $2,408.96 | 74.33% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 11,153 | $130,739.28 | $129,486.33 | -$1,252.95 | -0.96% |
Moises Valladares Insigneo Advisory Services LLC | 13,669 | $157,184.63 | $151,179.14 | -$6,005.49 | -3.82% |
Paul B. Ordonio Park Place Capital Corp. | 751 | $3,041.55 | $8,306.06 | $5,264.51 | 173.09% |
Kevin Kroskey True Wealth Design LLC | 159 | $1,252.66 | $1,879.38 | $626.72 | 50.03% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 29,600 | $355,200 | $349,872 | -$5,328 | -1.5% |
Courtney Holt Compound Planning, Inc. | 40,245 | $333,529.41 | $475,695.9 | $142,166.49 | 42.62% |
Peter Sigismondi Ramirez Asset Management, Inc. | 9,822 | $114,137.55 | $110,399.28 | -$3,738.27 | -3.28% |
| AA Andrew Alkon EntryPoint Capital, LLC | 46,400 | $549,906.89 | $521,536 | -$28,370.89 | -5.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 50,801 | $539,213.17 | $600,467.82 | $61,254.65 | 11.36% |