| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 11 | $146.92 | $283.36 | $136.44 | 92.87% |
| KM Kristin Mariani Janus Henderson Group PLC | 14,411 | $225,602.1 | $353,213.61 | $127,611.51 | 56.56% |
| LS Lewis Schwartz Strategic Value Partners LLC | 10.17M | $80.21M | $253.42M | $173.22M | 215.97% |
| CD Charlie Durham Sterling Capital Management LLC | 657 | $11,694.49 | $16,924.32 | $5,229.83 | 44.72% |
| YA Yinka Akinsola Blue Trust Inc. | 1,367 | $27,495.73 | $34,079.31 | $6,583.58 | 23.94% |
| CAL CSM Advisors LLC CSM Advisors LLC | 362,925 | $5.15M | $8.96M | $3.8M | 73.8% |
Joseph Castro Nuveen LLC | 178,294 | $3.93M | $4.59M | $662,944.5 | 16.87% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,656 | $185,238.6 | $336,483.84 | $151,245.24 | 81.65% |
William Jollie Quent Capital LLC | 669 | $16,316.91 | $16,678.17 | $361.26 | 2.21% |
Drew Phillips Fortitude Family Office LLC | 2,280 | $56,908.17 | $56,840.4 | -$67.77 | -0.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 50 | $921.54 | $1,246.5 | $324.96 | 35.26% |
| LQ Louise Quant Trium Capital LLP | 174,750 | $4.57M | $4.28M | -$288,337.5 | -6.31% |
David Smith Linden Thomas Advisory Services LLC | 144,456 | $2.8M | $3.56M | $765,370.08 | 27.35% |
Kevin Kroskey True Wealth Design LLC | 20 | $524 | $498.6 | -$25.4 | -4.85% |
Courtney Holt Compound Planning, Inc. | 29,576 | $732,893 | $734,815.72 | $1,922.72 | 0.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,012 | $56,514.64 | $75,089.16 | $18,574.52 | 32.87% |
Jae Cho Marex Group plc | 9,345 | $231,569 | $233,204.47 | $1,635.47 | 0.71% |
Taylor Wagner Valued Wealth Advisors LLC | 31 | $769 | $761.05 | -$7.95 | -1.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 56 | $1,122.82 | $1,442.56 | $319.74 | 28.48% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 41,467 | $1.03M | $1.03M | $2,072.61 | 0.2% |