| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 497 | $170,622.4 | $246,039.85 | $75,417.45 | 44.2% |
W. Travis McKinney HB Wealth Management LLC | 6,629 | $3.76M | $3.26M | -$506,835.2 | -13.47% |
| MC mike Chen Byrne Asset Management LLC | 540 | $225,318.48 | $268,093.8 | $42,775.32 | 18.98% |
Gregory Wood Concorde Financial Corp. | 5,910 | $3.2M | $2.94M | -$261,799.35 | -8.19% |
Allison Tronnes Forum Financial Management LP | 571 | $292,558.26 | $285,979.64 | -$6,578.62 | -2.25% |
Brian D. Pirie RDST Capital LLC | 163,550 | $92.17M | $81.14M | -$11.03M | -11.97% |
William Jollie Quent Capital LLC | 62 | $37,577.6 | $30,456.26 | -$7,121.34 | -18.95% |
Timothy R. Guthrie Bullseye Investment Management LLC | 5 | $3,113.3 | $2,500 | -$613.3 | -19.7% |
Dalila Toledo Ascent Group LLC | 2,400 | $1.48M | $1.19M | -$291,425.32 | -19.7% |
Taro Kuriyama Axq Capita LLP | 1,294 | $746,250 | $635,224.6 | -$111,025.4 | -14.88% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2 | $1,245.32 | $991.73 | -$253.59 | -20.36% |
Mark Fiskio Empirical Asset Management LLC | 571 | $310,122.82 | $284,289.48 | -$25,833.34 | -8.33% |
Daniel Ronan Catalyst Financial Partners LLC | 365 | $229,741.45 | $181,959.8 | -$47,781.65 | -20.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,148 | $859,581.64 | $1.06M | $195,580.4 | 22.75% |
Matthew Heller Willner & Heller LLC | 840 | $378,832.54 | $423,775.8 | $44,943.26 | 11.86% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,161 | $669,549 | $583,565.04 | -$85,983.96 | -12.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20 | $10,330.26 | $9,830.2 | -$500.06 | -4.84% |
Lori Fernicola Castle Wealth Management LLC | 1,079 | $577,316.88 | $546,437.97 | -$30,878.91 | -5.35% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14 | $8,823.92 | $6,957.02 | -$1,866.9 | -21.16% |
CJ Harrison DecisionPoint Financial LLC | 1 | $558 | $491.23 | -$66.77 | -11.97% |