| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 7,945 | $693,753.45 | $866,799.48 | $173,046.03 | 24.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,227 | $2.08M | $3.51M | $1.43M | 68.79% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 26 | $2,716 | $2,834.65 | $118.65 | 4.37% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125 | $12,548.75 | $13,637.5 | $1,088.75 | 8.68% |
CJ Harrison DecisionPoint Financial LLC | 5 | $571 | $543.95 | -$27.05 | -4.74% |
| JG John Ginter Callan Family Office LLC | 6,087 | $612,910.78 | $663,117.78 | $50,207 | 8.19% |
Brook Hart Presilium Private Wealth LLC | 8,483 | $494,813 | $923,459.38 | $428,646.38 | 86.63% |
| TIM Tevis Investment Management Tevis Investment Management | 33,048 | $1.95M | $3.6M | $1.65M | 84.42% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,970 | $315,377.33 | $327,813.75 | $12,436.42 | 3.94% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 78,593 | $6.22M | $8.64M | $2.42M | 38.9% |
Rachel Faulk Cape Investment Advisory Inc. | 15 | $1,706 | $1,631.85 | -$74.15 | -4.35% |
Mariana Coli Dunhill Financial LLC | 17 | $1,456.97 | $1,849.43 | $392.46 | 26.94% |
Lukas Lindgren Abound Wealth Management | 2 | $210.62 | $217.5 | $6.88 | 3.27% |
Drew Phillips Fortitude Family Office LLC | 428 | $38,932.49 | $46,562.12 | $7,629.63 | 19.6% |
Bert D. Barre Colonial Trust Co. / SC | 1,615 | $97,065.79 | $175,679.7 | $78,613.91 | 80.99% |
Loni Adams Daymark Wealth Partners LLC | 5,251 | $552,960.65 | $574,958.24 | $21,997.59 | 3.98% |
Brian Matter Creative Capital Management Investments LLC | 51 | $5,773.71 | $5,548.29 | -$225.42 | -3.9% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 12,700 | $1.1M | $1.38M | $279,965.43 | 25.51% |
Kurt Ahrens Mendota Financial Group LLC | 3,859 | $224,786.14 | $417,312.26 | $192,526.12 | 85.65% |
Ashley Buboltz Moran Wealth Management LLC | 33,313 | $3.56M | $3.63M | $78,618.35 | 2.21% |