| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 27 | $1,874.63 | $1,985.85 | $111.22 | 5.93% |
Taro Kuriyama Axq Capita LLP | 6,255 | $475,067 | $474,754.5 | -$312.5 | -0.07% |
Katie Christensen iSAM Funds UKK) Ltd | 10,800 | $744,776.45 | $785,268 | $40,491.55 | 5.44% |
CJ Harrison DecisionPoint Financial LLC | 2 | $155 | $151.81 | -$3.19 | -2.06% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 56,886 | $2.65M | $4.35M | $1.7M | 64.12% |
Mariana Coli Dunhill Financial LLC | 1 | $66.44 | $73.53 | $7.09 | 10.67% |
Drew Phillips Fortitude Family Office LLC | 66 | $4,425.71 | $5,051.64 | $625.93 | 14.14% |
Jessica Thayer Unique Wealth LLC | 3,120 | $207,667 | $238,804.8 | $31,137.8 | 14.99% |
Brian Matter Creative Capital Management Investments LLC | 25 | $1,877.25 | $1,913.5 | $36.25 | 1.93% |
Amy Ardeel Icon Wealth Advisors LLC | 7,488 | $498,401.28 | $568,376.64 | $69,975.36 | 14.04% |
Kevin Kroskey True Wealth Design LLC | 31 | $1,954.94 | $2,372.74 | $417.8 | 21.37% |
| DD Damir Durkovic Entropy Technologies, LP | 4,894 | $329,317.39 | $355,842.74 | $26,525.35 | 8.05% |
John Derrick Eldred Rock Partners, LLC | 127,460 | $7.16M | $9.76M | $2.6M | 36.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 312 | $22,708.67 | $23,880.48 | $1,171.81 | 5.16% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,713 | $407,756.22 | $590,353.02 | $182,596.8 | 44.78% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 17 | $954.71 | $1,301.18 | $346.47 | 36.29% |
Chris Kleine Park Capital Management, LLC / WI | 5,847 | $444,056 | $447,529.38 | $3,473.38 | 0.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,253 | $218,894 | $248,984.62 | $30,090.62 | 13.75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 11 | $730.78 | $841.94 | $111.16 | 15.21% |
Taylor Wagner Valued Wealth Advisors LLC | 47 | $3,570 | $3,597.38 | $27.38 | 0.77% |