| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,724 | $576,643.52 | $590,022.72 | $13,379.2 | 2.32% |
Jonathan Davison Austin Asset Management Co. Inc. | 32,598 | $928,632.77 | $1.15M | $216,860.95 | 23.35% |
Ana-Maria Ignat Covestor Ltd | 2,035 | $65,879.38 | $70,553.45 | $4,674.07 | 7.09% |
William Jollie Quent Capital LLC | 304 | $10,102.83 | $10,539.68 | $436.85 | 4.32% |
Taro Kuriyama Axq Capita LLP | 6,903 | $203,293.58 | $244,504.26 | $41,210.68 | 20.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,279 | $775,252.07 | $853,164.06 | $77,911.99 | 10.05% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 48,810 | $1.88M | $1.72M | -$160,814.56 | -8.57% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,068 | $567,581.38 | $604,548.56 | $36,967.18 | 6.51% |
CJ Harrison DecisionPoint Financial LLC | 4 | $142 | $141.68 | -$0.32 | -0.23% |
| JG John Ginter Callan Family Office LLC | 10,563 | $335,046.27 | $363,050.31 | $28,004.04 | 8.36% |
Mariana Coli Dunhill Financial LLC | 2 | $59.74 | $69.3 | $9.56 | 16% |
Drew Phillips Fortitude Family Office LLC | 99 | $3,067.75 | $3,478.86 | $411.11 | 13.4% |
Brian Matter Creative Capital Management Investments LLC | 44 | $1,517.12 | $1,546.16 | $29.04 | 1.91% |
Bree Pate Olisti Co. Wealth LLC | 989 | $29,541 | $34,753.46 | $5,212.46 | 17.64% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 21 | $618.41 | $743.82 | $125.41 | 20.28% |
Kevin Kroskey True Wealth Design LLC | 349 | $10,279 | $12,263.86 | $1,984.86 | 19.31% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 635 | $21,971 | $22,313.9 | $342.9 | 1.56% |
| AA Andrew Alkon EntryPoint Capital, LLC | 13,922 | $448,806.78 | $486,573.9 | $37,767.12 | 8.42% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,257 | $70,239.63 | $79,310.98 | $9,071.35 | 12.91% |
Mathieu Cornu Pictet Asset Management Holding SA | 21,734 | $649,757.26 | $763,732.76 | $113,975.5 | 17.54% |