| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 15 | $2,098.65 | $2,421.3 | $322.65 | 15.37% |
Ana-Maria Ignat Covestor Ltd | 456 | $76,728.31 | $73,612.08 | -$3,116.23 | -4.06% |
Matt Monson Sovereign's Capital Management LLC | 33,116 | $5.54M | $5.37M | -$171,402.94 | -3.09% |
William Jollie Quent Capital LLC | 5 | $831.55 | $807.15 | -$24.4 | -2.93% |
Ed West Values First Advisors Inc. | 8,459 | $1.18M | $1.37M | $181,819.72 | 15.35% |
Taro Kuriyama Axq Capita LLP | 8,009 | $1.15M | $1.3M | $150,809.46 | 13.16% |
Katie Christensen iSAM Funds UKK) Ltd | 1,500 | $214,665 | $241,432.5 | $26,767.5 | 12.47% |
Mark Fiskio Empirical Asset Management LLC | 5,556 | $920,702.65 | $892,906.43 | -$27,796.22 | -3.02% |
Daniel Ronan Catalyst Financial Partners LLC | 1,819 | $260,317 | $292,349.68 | $32,032.68 | 12.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,503 | $160,521.68 | $242,629.29 | $82,107.61 | 51.15% |
CJ Harrison DecisionPoint Financial LLC | 1 | $141.75 | $161.43 | $19.68 | 13.88% |
| JG John Ginter Callan Family Office LLC | 4,367 | $825,363 | $708,021.71 | -$117,341.29 | -14.22% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 63,491 | $10.75M | $10.3M | -$445,592.13 | -4.15% |
Drew Phillips Fortitude Family Office LLC | 13 | $2,136.46 | $2,098.59 | -$37.87 | -1.77% |
Bert D. Barre Colonial Trust Co. / SC | 151 | $19,287 | $24,462 | $5,175 | 26.83% |
Brian Matter Creative Capital Management Investments LLC | 8 | $1,134 | $1,291.44 | $157.44 | 13.88% |
Ashley Buboltz Moran Wealth Management LLC | 14,186 | $2.03M | $2.28M | $252,936.84 | 12.46% |
Paul B. Ordonio Park Place Capital Corp. | 582 | $62,548.8 | $94,103.58 | $31,554.78 | 50.45% |
Kevin Kroskey True Wealth Design LLC | 29 | $4,543.92 | $4,681.47 | $137.55 | 3.03% |
Beth Zilka Baron Wealth Management LLC | 2,354 | $249,218.69 | $377,981.78 | $128,763.09 | 51.67% |