| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 75 | $9,225.75 | $9,330.75 | $105 | 1.14% |
Samantha Pierangeli City State Bank | 100 | $14,205 | $12,449 | -$1,756 | -12.36% |
W. Travis McKinney HB Wealth Management LLC | 5,487 | $584,551.51 | $682,637.67 | $98,086.16 | 16.78% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 10,965 | $1.09M | $1.34M | $242,544.52 | 22.2% |
William Jollie Quent Capital LLC | 576 | $65,447.76 | $71,660.16 | $6,212.4 | 9.49% |
Dalila Toledo Ascent Group LLC | 4,468 | $519,949.18 | $556,221.32 | $36,272.14 | 6.98% |
Taro Kuriyama Axq Capita LLP | 9,216 | $1.01M | $1.14M | $132,111.34 | 13.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,560 | $1.64M | $2.06M | $420,127.2 | 25.62% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,733 | $330,479.55 | $332,770.08 | $2,290.53 | 0.69% |
CJ Harrison DecisionPoint Financial LLC | 4 | $485 | $497.64 | $12.64 | 2.61% |
| JG John Ginter Callan Family Office LLC | 2,920 | $358,795.44 | $360,970.4 | $2,174.96 | 0.61% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,994 | $489,522.29 | $496,893.54 | $7,371.25 | 1.51% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 53,690 | $6.71M | $6.7M | -$13,947.02 | -0.21% |
Rachel Faulk Cape Investment Advisory Inc. | 38 | $4,339.97 | $4,727.58 | $387.61 | 8.93% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 39,779 | $2.8M | $4.84M | $2.04M | 72.88% |
Mariana Coli Dunhill Financial LLC | 6 | $691.43 | $746.46 | $55.03 | 7.96% |
Lukas Lindgren Abound Wealth Management | 114 | $14,668.05 | $14,129.73 | -$538.32 | -3.67% |
Drew Phillips Fortitude Family Office LLC | 360 | $40,601.87 | $44,787.6 | $4,185.73 | 10.31% |
Bert D. Barre Colonial Trust Co. / SC | 6 | $450.42 | $742.74 | $292.32 | 64.9% |
Brian Matter Creative Capital Management Investments LLC | 35 | $4,233.25 | $4,354.35 | $121.1 | 2.86% |