| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 6 | $1,116.48 | $1,380.9 | $264.42 | 23.68% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 28,368 | $4.41M | $6.42M | $2.01M | 45.68% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 197 | $33,189.56 | $44,210.74 | $11,021.18 | 33.21% |
Ana-Maria Ignat Covestor Ltd | 263 | $46,295.35 | $37,461.72 | -$8,833.63 | -19.08% |
W. Travis McKinney HB Wealth Management LLC | 26,257 | $5.68M | $5.54M | -$140,870.52 | -2.48% |
William Jollie Quent Capital LLC | 102 | $24,934.06 | $25,917.18 | $983.12 | 3.94% |
Dalila Toledo Ascent Group LLC | 37,682 | $6.7M | $8.57M | $1.87M | 27.86% |
Michael Byun SageView Advisory Group LLC | 1,711 | $319,101.55 | $383,982.62 | $64,881.07 | 20.33% |
Taro Kuriyama Axq Capita LLP | 3,338 | $842,611.33 | $766,221.21 | -$76,390.12 | -9.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,637 | $1.19M | $1.1M | -$94,992.92 | -7.98% |
Edward Lowndes Angeles Wealth Management LLC | 33 | $8,511.03 | $7,405.86 | -$1,105.17 | -12.99% |
CJ Harrison DecisionPoint Financial LLC | 4 | $1,018.75 | $1,009.33 | -$9.42 | -0.92% |
| JG John Ginter Callan Family Office LLC | 3,291 | $830,698.39 | $758,608.41 | -$72,089.98 | -8.68% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 902 | $232,634.82 | $202,426.84 | -$30,207.98 | -12.99% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,692 | $295,929.65 | $379,718.64 | $83,788.99 | 28.31% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 20,056 | $3.35M | $4.56M | $1.21M | 36.21% |
Rachel Faulk Cape Investment Advisory Inc. | 2 | $516 | $462.26 | -$53.74 | -10.41% |
Mariana Coli Dunhill Financial LLC | 19 | $4,796 | $4,796 | - | - |
Lukas Lindgren Abound Wealth Management | 11 | $2,296.45 | $2,552.44 | $255.99 | 11.15% |
Drew Phillips Fortitude Family Office LLC | 26 | $6,413.88 | $6,728.22 | $314.34 | 4.9% |