| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Philip Smith SWP FINANCIAL LLC | 1,159 | $296,043 | $155,572.57 | -$140,470.43 | -47.45% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 4,766 | $396,149.65 | $655,896.92 | $259,747.27 | 65.57% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,710 | $250,474.88 | $231,123.6 | -$19,351.28 | -7.73% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,500 | $203,955 | $201,990 | -$1,965 | -0.96% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 7,985 | $362,106.38 | $1.07M | $711,476.87 | 196.48% |
David Quinn Pine Harbor Wealth Management, LLC | 1,240 | $316,733 | $170,648.8 | -$146,084.2 | -46.12% |
Fox Hill Wealth Management Fox Hill Wealth Management | 17,788 | $2.2M | $2.46M | $264,708.42 | 12.05% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 835 | $213,284 | $112,407.7 | -$100,876.3 | -47.3% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 2.23M | $232.84M | $294.66M | $61.82M | 26.55% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,302 | $332,569.85 | $174,988.8 | -$157,581.05 | -47.38% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 11,214 | $513,376.97 | $1.48M | $966,871.03 | 188.34% |
| WL Wealthcollab LLC WealthCollab, LLC | 222 | $12,211.51 | $30,026.61 | $17,815.1 | 145.89% |
Ian Jameson American Capital Advisory, LLC | 142 | $31,647.76 | $19,075.57 | -$12,572.19 | -39.73% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,680 | $304,763.97 | $498,713.6 | $193,949.63 | 63.64% |
David Maxey Heritage Family Offices, LLP | 1,037 | $264,881 | $139,600.94 | -$125,280.06 | -47.3% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 1,089 | $161,223.18 | $150,706.71 | -$10,516.47 | -6.52% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,763 | $1.04M | $659,008.68 | -$381,076.46 | -36.64% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 322 | $19,754.39 | $43,119.02 | $23,364.63 | 118.28% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 41,050 | $1.97M | $5.41M | $3.44M | 174.22% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 4,029 | $706,585.31 | $547,339.65 | -$159,245.66 | -22.54% |