| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 2,208 | $606,683.28 | $707,796.48 | $101,113.2 | 16.67% |
Taylor Fairman Eagle Rock Investment Company LLC | 9,268 | $1.28M | $2.97M | $1.69M | 132.4% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,604 | $383,359.01 | $800,417.52 | $417,058.51 | 108.79% |
William Jollie Quent Capital LLC | 186 | $58,045.51 | $56,904.84 | -$1,140.67 | -1.97% |
Robert Glass AlphaCentric Advisors LLC | 592 | $190,455.52 | $189,771.52 | -$684 | -0.36% |
Taro Kuriyama Axq Capita LLP | 1,093 | $326,271.39 | $349,464.9 | $23,193.51 | 7.11% |
Patricia A. Thompson Leeward Investments LLC - MA | 34,181 | $9.23M | $10.96M | $1.73M | 18.72% |
Daniel Lavoie Walter Public Investments Inc. | 34,369 | $11.73M | $10.99M | -$746,150.65 | -6.36% |
Timothy Gerlach Novem Group | 2,888 | $986,272 | $925,777.28 | -$60,494.72 | -6.13% |
Edward Lowndes Angeles Wealth Management LLC | 4,894 | $562,882.82 | $1.57M | $1.01M | 178.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 735 | $225,930.21 | $235,611.6 | $9,681.39 | 4.29% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,807 | $198,550.4 | $579,251.92 | $380,701.52 | 191.74% |
Nolan Baker Retirement Guys Formula LLC | 693 | $187,579.7 | $222,148.08 | $34,568.38 | 18.43% |
CJ Harrison DecisionPoint Financial LLC | 1 | $342 | $319.73 | -$22.27 | -6.51% |
| JG John Ginter Callan Family Office LLC | 1,533 | $419,834.01 | $456,788.01 | $36,954 | 8.8% |
Anita Woodhouse V-Square Quantitative Management LLC | 135 | $46,003.79 | $43,275.6 | -$2,728.19 | -5.93% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,000 | $270,020 | $320,560 | $50,540 | 18.72% |
Lukas Lindgren Abound Wealth Management | 1 | $340.25 | $320.56 | -$19.69 | -5.79% |
Drew Phillips Fortitude Family Office LLC | 111 | $33,738.8 | $35,582.16 | $1,843.36 | 5.46% |
Jill Grimes Centurion Wealth Management LLC | 825 | $278,289 | $264,462 | -$13,827 | -4.97% |