| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melita Rajgelj Ozebek Generali Investments Management Co LLC | 235.1 | $22,060.42 | $31,460.82 | $9,400.4 | 42.61% |
Kenneth Donald Ouellette Orca Wealth Management LLC | 2,431.23 | $232,852.27 | $326,538.9 | $93,686.63 | 40.23% |
Bernarda Pesantez BFI Infinity Ltd. | 25,429 | $3.45M | $3.4M | -$46,280.97 | -1.34% |
Tory Parke Three Seasons Wealth LLC | 4,710.62 | $647,888.98 | $634,955.98 | -$12,933 | -2% |
Pascal Bechtold Raiffeisen Bank International AG | 139.19 | $12,947.55 | $18,674.27 | $5,726.72 | 44.23% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 5.33 | $644 | $714.8 | $70.8 | 10.99% |
Stephen A. Greco Pandora Wealth Inc. | 83.25 | $7,811.76 | $11,221.48 | $3,409.72 | 43.65% |
| PS Paula Spurgeon BankPlus Trust Department | 9.66 | $925.1 | $1,295.58 | $370.48 | 40.05% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 1,042.62 | $143,042.07 | $140,764.53 | -$2,277.54 | -1.59% |
Carol Somoano Asset Planning Inc. | 575.76 | $55,169.99 | $77,243.56 | $22,073.57 | 40.01% |
Lyn Dippel Curio Wealth LLC | 1.66 | $229 | $224.79 | -$4.21 | -1.84% |
VestGen Advisors LLC VestGen Advisors LLC | 1,480.18 | $203,581.68 | $199,839.78 | -$3,741.9 | -1.84% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 102.56 | $9,826.45 | $13,855.37 | $4,028.92 | 41% |
| CAL Caxton Associates LLP Caxton Associates LLP | 9,442.88 | $1.3M | $1.28M | -$23,116.18 | -1.78% |
| EJK Edward J. King Graney & King LLC | 34.3 | $3,286.22 | $4,630.71 | $1,344.49 | 40.91% |
Bradley Wilson Crews Bank & Trust | 247.75 | $27,674.26 | $33,270.62 | $5,596.36 | 20.22% |
| RN Ron New Whipplewood Advisors LLC | 37.96 | $5,176.6 | $5,127.53 | -$49.07 | -0.95% |
| FLP Financial Life Planners Financial Life Planners | 114.55 | $15,767.05 | $15,472.54 | -$294.51 | -1.87% |
| SK Samira Kadam Synergy Investment Management LLC | 37.96 | $5,220.99 | $5,133.41 | -$87.58 | -1.68% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,385.61 | $132,752.81 | $185,422.75 | $52,669.94 | 39.68% |