| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,474 | $527,574.08 | $579,696.22 | $52,122.14 | 9.88% |
Kea Molnar Cromwell Holdings LLC | 1,141 | $78,375 | $147,839.38 | $69,464.38 | 88.63% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 780 | $28,158 | $101,064.61 | $72,906.61 | 258.92% |
Ashish Sharma DGS Capital Management LLC | 3,274 | $428,304.68 | $424,212.21 | -$4,092.47 | -0.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 954 | $75,516.54 | $123,609.78 | $48,093.24 | 63.69% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 9,334 | $844,403.27 | $1.21M | $365,003.2 | 43.23% |
Lonny Elfenbein West Michigan Advisors LLC | 1,537 | $201,070.34 | $199,149.11 | -$1,921.23 | -0.96% |
Mike Meixler Meixler Investment Management Ltd. | 7,051 | $452,540.26 | $913,598.07 | $461,057.81 | 101.88% |
Dalila Toledo Ascent Group LLC | 2,217 | $290,027.94 | $287,256.71 | -$2,771.23 | -0.96% |
Edward Lowndes Angeles Wealth Management LLC | 2,144 | $280,478.08 | $277,798.1 | -$2,679.98 | -0.96% |
| JG John Ginter Callan Family Office LLC | 10,451 | $940,036.75 | $1.35M | $405,947.54 | 43.18% |
Lukas Lindgren Abound Wealth Management | 25 | $3,281 | $3,239.25 | -$41.75 | -1.27% |
Patrick D. Hayes Canopy Partners LLC | 3,303 | $228,617.66 | $427,969.74 | $199,352.08 | 87.2% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3,206 | $378,051.52 | $401,840.04 | $23,788.52 | 6.29% |
Kevin Kroskey True Wealth Design LLC | 32 | $3,176.32 | $4,146.24 | $969.92 | 30.54% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,950 | $254,615 | $382,231.53 | $127,616.53 | 50.12% |
Beth Zilka Baron Wealth Management LLC | 4,024 | $328,644.95 | $521,389.72 | $192,744.77 | 58.65% |
Scott Boyce Decker Retirement Planning Inc. | 7 | $798 | $906.99 | $108.99 | 13.66% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 2,575 | $335,997.64 | $333,642.78 | -$2,354.86 | -0.7% |
Courtney Holt Compound Planning, Inc. | 2,509 | $227,666.6 | $325,091.16 | $97,424.56 | 42.79% |