| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Silberg EVERPAR ADVISORS LLC | 1,613 | $246,334.28 | $297,017.82 | $50,683.54 | 20.58% |
Matthew Stead Sachetta, LLC | 108 | $13,796.08 | $19,887.12 | $6,091.04 | 44.15% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 77 | $11,562 | $14,178.78 | $2,616.78 | 22.63% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 423 | $63,514 | $77,891.22 | $14,377.22 | 22.64% |
Christian Scharosch 1248 Management, LLC | 2,652 | $573,832.68 | $488,339.28 | -$85,493.4 | -14.9% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 52,531 | $14.29M | $9.67M | -$4.61M | -32.3% |
Kelly Richert Clayton Financial Group LLC | 20 | $4,530 | $3,682.8 | -$847.2 | -18.7% |
Christopher Griffith Stablepoint Partners, LLC | 1,499 | $276,610 | $276,025.86 | -$584.14 | -0.21% |
Jonathan Chatfield LM Advisors LLC | 225 | $50,958 | $41,431.5 | -$9,526.5 | -18.69% |
Alan Gilmore Private Wealth Management Group, LLC | 140 | $17,551.95 | $25,779.6 | $8,227.65 | 46.88% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 70 | $19,040 | $12,889.8 | -$6,150.2 | -32.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 141,366 | $27.94M | $26.03M | -$1.91M | -6.83% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,473 | $255,700.63 | $271,238.22 | $15,537.59 | 6.08% |
John Thomas Shields Benchstone Capital Management LP | 107,008 | $24.24M | $19.7M | -$4.53M | -18.69% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 50,203 | $13.65M | $9.24M | -$4.41M | -32.3% |
| WL Wealthcollab LLC WealthCollab, LLC | 275 | $39,250.8 | $50,638.5 | $11,387.7 | 29.01% |
Ian Jameson American Capital Advisory, LLC | 15 | $3,100.76 | $2,762.1 | -$338.66 | -10.92% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 518 | $77,777.68 | $95,384.52 | $17,606.84 | 22.64% |
Kevyn Hill Hilltop National Bank | 336 | $91,388.83 | $61,871.04 | -$29,517.79 | -32.3% |
Richard Crinion Mediolanum International Funds Ltd | 32,684 | $8.91M | $6.02M | -$2.89M | -32.43% |