| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 661 | $62,618.55 | $91,650.95 | $29,032.4 | 46.36% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,068 | $532,916.91 | $701,715.28 | $168,798.37 | 31.67% |
Ana-Maria Ignat Covestor Ltd | 70 | $10,007.9 | $9,578.1 | -$429.8 | -4.29% |
W. Travis McKinney HB Wealth Management LLC | 5,782 | $794,697.06 | $791,151.06 | -$3,546 | -0.45% |
William Jollie Quent Capital LLC | 291 | $38,857.49 | $39,817.53 | $960.04 | 2.47% |
Taro Kuriyama Axq Capita LLP | 5,837 | $883,138 | $798,735.08 | -$84,402.92 | -9.56% |
Katie Christensen iSAM Funds UKK) Ltd | 5,500 | $786,334.68 | $761,310 | -$25,024.68 | -3.18% |
Patricia A. Thompson Leeward Investments LLC - MA | 159,556 | $18.25M | $22.1M | $3.85M | 21.11% |
CJ Harrison DecisionPoint Financial LLC | 1 | $151 | $136.83 | -$14.17 | -9.38% |
| JG John Ginter Callan Family Office LLC | 2,223 | $264,699.25 | $304,150.86 | $39,451.61 | 14.9% |
Albert Moore First National Advisers LLC | 7,919 | $937,079.38 | $1.1M | $158,474.67 | 16.91% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 9,078 | $858,597.32 | $1.26M | $398,161 | 46.37% |
Mariana Coli Dunhill Financial LLC | 1 | $126.56 | $136.83 | $10.27 | 8.11% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 70 | $8,929.78 | $9,690.8 | $761.02 | 8.52% |
Drew Phillips Fortitude Family Office LLC | 48 | $6,443.18 | $6,567.84 | $124.66 | 1.93% |
Brian Matter Creative Capital Management Investments LLC | 11 | $1,664.3 | $1,505.13 | -$159.17 | -9.56% |
Jeffrey D. Munjack JDM Financial Group LLC | 7 | $1,000.79 | $968.03 | -$32.76 | -3.27% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,501 | $569,682.24 | $623,118.44 | $53,436.2 | 9.38% |
Amy Hart Phillips Wealth Planners LLC | 2,343 | $237,501.62 | $324,165.76 | $86,664.14 | 36.49% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1 | $143 | $136.83 | -$6.17 | -4.31% |