| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 11,836 | $255,281.63 | $420,533.08 | $165,251.45 | 64.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,843 | $245,593.95 | $385,251.79 | $139,657.84 | 56.87% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,935 | $426,659 | $319,560.27 | -$107,098.73 | -25.1% |
CJ Harrison DecisionPoint Financial LLC | 6 | $275 | $213.18 | -$61.82 | -22.48% |
| JG John Ginter Callan Family Office LLC | 9,320 | $232,997.1 | $329,275.6 | $96,278.5 | 41.32% |
Mariana Coli Dunhill Financial LLC | 4 | $99.96 | $142.12 | $42.16 | 42.18% |
Lukas Lindgren Abound Wealth Management | 12 | $409.73 | $429.24 | $19.51 | 4.76% |
Drew Phillips Fortitude Family Office LLC | 932 | $32,759.13 | $33,113.96 | $354.83 | 1.08% |
Brian Matter Creative Capital Management Investments LLC | 60 | $2,865 | $2,131.8 | -$733.2 | -25.59% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 22,110 | $754,835.4 | $784,241.7 | $29,406.3 | 3.9% |
Amy Ardeel Icon Wealth Advisors LLC | 4,479 | $152,913.06 | $157,616.01 | $4,702.95 | 3.08% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 18 | $614.52 | $639.54 | $25.02 | 4.07% |
Kevin Kroskey True Wealth Design LLC | 1,258 | $35,790.76 | $44,696.74 | $8,905.98 | 24.88% |
Jill Batley Gateway Wealth Partners LLC | 4,591 | $219,217 | $160,363.63 | -$58,853.37 | -26.85% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 13,011 | $294,178.71 | $463,581.93 | $169,403.22 | 57.59% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 161 | $7,687.83 | $5,760.58 | -$1,927.25 | -25.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,484 | $175,023.82 | $159,316.52 | -$15,707.3 | -8.97% |
Mathieu Cornu Pictet Asset Management Holding SA | 35,290 | $799,442.96 | $1.25M | $454,410.74 | 56.84% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 38 | $907.68 | $1,331.9 | $424.22 | 46.74% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 10,476 | $297,321.31 | $369,174.24 | $71,852.93 | 24.17% |