| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 601 | $114,403.3 | $105,637.77 | -$8,765.53 | -7.66% |
Fernando Vigil Teca Partners LP | 133,685 | $19.49M | $22.35M | $2.86M | 14.66% |
W. Travis McKinney HB Wealth Management LLC | 16,144 | $3.04M | $2.84M | -$206,926.72 | -6.8% |
William Jollie Quent Capital LLC | 177 | $28,080.1 | $31,111.29 | $3,031.19 | 10.79% |
Adam Grossman Mayport LLC | 2,867 | $675,035.15 | $503,158.5 | -$171,876.65 | -25.46% |
| BPN Brent P. Nicks Strategic Planning Inc. | 2,879 | $539,409 | $508,143.5 | -$31,265.5 | -5.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,156 | $215,643.18 | $378,960.12 | $163,316.94 | 75.73% |
Edward Lowndes Angeles Wealth Management LLC | 2,761 | $487,699.17 | $461,280.27 | -$26,418.9 | -5.42% |
James M. Perkins Quantum Private Wealth LLC | 2,406 | $216,540 | $410,439.54 | $193,899.54 | 89.54% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,344 | $254,122.18 | $565,604.16 | $311,481.98 | 122.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4 | $805 | $704.12 | -$100.88 | -12.53% |
Keith Williams 4D Advisors LLC | 50,000 | $6.15M | $8.42M | $2.27M | 36.81% |
| JG John Ginter Callan Family Office LLC | 3,141 | $589,340.29 | $553,287.15 | -$36,053.14 | -6.12% |
Amna Ali Khan GDS Wealth Management | 6,807 | $1.02M | $1.16M | $139,135.08 | 13.67% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 3,801 | $649,812.58 | $635,774.26 | -$14,038.32 | -2.16% |
Rachel Faulk Cape Investment Advisory Inc. | 9 | $1,107.5 | $1,581.93 | $474.43 | 42.84% |
Mariana Coli Dunhill Financial LLC | 7 | $1,050.78 | $1,230.39 | $179.61 | 17.09% |
Drew Phillips Fortitude Family Office LLC | 83 | $11,443.43 | $14,588.91 | $3,145.48 | 27.49% |
Brian Dechow SWAN Capital LLC | 35 | $8,241 | $5,842.72 | -$2,398.28 | -29.1% |
Bert D. Barre Colonial Trust Co. / SC | 98 | $16,520.84 | $17,199.98 | $679.14 | 4.11% |