| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dennis Wallace Fortune Financial Advisors LLC | 1,789 | $637,284 | $560,225.35 | -$77,058.65 | -12.09% |
Sue Oleari Trifecta Capital Advisors LLC | 35 | $11,299 | $10,859.45 | -$439.55 | -3.89% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,395 | $317,108.96 | $433,035.9 | $115,926.94 | 36.56% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 152 | $41,678.29 | $46,913.28 | $5,234.99 | 12.56% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,449 | $403,286.04 | $455,348.25 | $52,062.21 | 12.91% |
David Smith Linden Thomas Advisory Services LLC | 26,170 | $7.55M | $8.12M | $577,714.5 | 7.66% |
Paul B. Ordonio Park Place Capital Corp. | 377 | $93,599.93 | $115,267.75 | $21,667.82 | 23.15% |
David D. Jones Applied Finance Capital Management LLC | 1,560 | $555,656 | $487,788.6 | -$67,867.4 | -12.21% |
Kevin Kroskey True Wealth Design LLC | 45 | $14,036.54 | $13,888.8 | -$147.74 | -1.05% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 50,323 | $16.57M | $15.61M | -$957,993.16 | -5.78% |
Beth Zilka Baron Wealth Management LLC | 2,113 | $325,453.67 | $657,776.9 | $332,323.23 | 102.11% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 88 | $26,868.08 | $27,118.08 | $250 | 0.93% |
Staci Compagno Portside Wealth Group, LLC | 1,156 | $375,070 | $358,672.12 | -$16,397.88 | -4.37% |
Ian Wang Plato Investment Management Ltd | 864 | $305,953 | $268,073.28 | -$37,879.72 | -12.38% |
Driton Bilali Ilex Capital Partners (UK) LLP | 202,555 | $72.15M | $63.54M | -$8.61M | -11.93% |
Bradley H. Owens LJI Wealth Management, LLC | 1,700 | $261,188.09 | $532,474 | $271,285.91 | 103.87% |
Annmarie Young KPP Advisory Services LLC | 775 | $207,072.91 | $240,629.75 | $33,556.84 | 16.21% |
Tony Macafee UniSuper Management Pty Ltd | 1,056 | $376,137 | $327,909.12 | -$48,227.88 | -12.82% |
Norden Group LLC NORDEN GROUP LLC | 1,004 | $329,312 | $309,593.44 | -$19,718.56 | -5.99% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,537 | $1.27M | $1.4M | $126,450.49 | 9.94% |