| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,399 | $127,815.09 | $166,550.95 | $38,735.86 | 30.31% |
| JS Jeffrey Sjovall Phraction Management LLC | 95,964 | $8.35M | $11.42M | $3.08M | 36.84% |
Ana-Maria Ignat Covestor Ltd | 102 | $11,082.63 | $15,512.16 | $4,429.53 | 39.97% |
W. Travis McKinney HB Wealth Management LLC | 2,774 | $325,223.76 | $330,244.7 | $5,020.94 | 1.54% |
William Jollie Quent Capital LLC | 176 | $18,382.89 | $26,766.08 | $8,383.19 | 45.6% |
Ed West Values First Advisors Inc. | 11,374 | $1.95M | $1.35M | -$591,334.15 | -30.4% |
Christopher Schurmann Summit Investment Advisory Services LLC | 3,632 | $305,996 | $432,389.61 | $126,393.61 | 41.31% |
CJ Harrison DecisionPoint Financial LLC | 11 | $1,154.82 | $1,616.12 | $461.3 | 39.95% |
| JG John Ginter Callan Family Office LLC | 6,869 | $592,884.18 | $990,578.49 | $397,694.31 | 67.08% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,455 | $248,863.19 | $173,217.75 | -$75,645.44 | -30.4% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 41,853 | $5.73M | $4.98M | -$746,183.51 | -13.03% |
Rachel Faulk Cape Investment Advisory Inc. | 68 | $11,630.72 | $9,897.4 | -$1,733.32 | -14.9% |
Tricia Peterson Mesirow Institutional Investment Management Inc. | 33,488 | $4.28M | $3.99M | -$290,807.42 | -6.8% |
Mariana Coli Dunhill Financial LLC | 8 | $852.75 | $1,217.52 | $364.77 | 42.78% |
Lukas Lindgren Abound Wealth Management | 9 | $1,562 | $1,071.45 | -$490.55 | -31.41% |
Drew Phillips Fortitude Family Office LLC | 406 | $43,049.22 | $48,334.3 | $5,285.08 | 12.28% |
Brian Matter Creative Capital Management Investments LLC | 22 | $3,762.88 | $2,619.1 | -$1,143.78 | -30.4% |
Belena Vincetti Fortis Capital Advisors LLC | 6,907 | $809,777.25 | $822,278.37 | $12,501.12 | 1.54% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,301 | $212,184.29 | $370,645.08 | $158,460.79 | 74.68% |
Justin Halverson Great Waters Wealth Management | 2,379 | $219,962 | $283,219.96 | $63,257.96 | 28.76% |