| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 1 | $421 | $408.79 | -$12.21 | -2.9% |
| JG John Ginter Callan Family Office LLC | 897 | $224,674.16 | $367,545.75 | $142,871.59 | 63.59% |
Rachel Faulk Cape Investment Advisory Inc. | 10 | $4,242 | $4,085.7 | -$156.3 | -3.68% |
Lukas Lindgren Abound Wealth Management | 45 | $7,801.28 | $17,543.25 | $9,741.97 | 124.88% |
Drew Phillips Fortitude Family Office LLC | 23 | $5,949 | $8,966.55 | $3,017.55 | 50.72% |
Brian Matter Creative Capital Management Investments LLC | 8 | $3,390.72 | $3,118.8 | -$271.92 | -8.02% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 16,122 | $3.93M | $6.61M | $2.68M | 68.24% |
Ira Ravitz Beverly Hills Private Wealth LLC | 960 | $114,524.69 | $386,985.6 | $272,460.91 | 237.91% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 175 | $74,172 | $68,223.75 | -$5,948.25 | -8.02% |
Paul B. Ordonio Park Place Capital Corp. | 12 | $2,922.6 | $5,294.52 | $2,371.92 | 81.16% |
Kevin Kroskey True Wealth Design LLC | 3 | $660.76 | $1,169.55 | $508.79 | 77% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 1,981 | $839,627 | $874,037.01 | $34,410.01 | 4.1% |
Staci Compagno Portside Wealth Group, LLC | 2,679 | $553,742.06 | $1.04M | $490,666.09 | 88.61% |
Norden Group LLC NORDEN GROUP LLC | 1,124 | $239,163.4 | $438,191.4 | $199,028 | 83.22% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,383 | $250,038.97 | $593,058.06 | $343,019.09 | 137.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 425 | $92,500.08 | $165,686.25 | $73,186.17 | 79.12% |
Barclay Douglas Jr Slocum, Gordon & Co LLP | 625 | $264,900 | $243,656.25 | -$21,243.75 | -8.02% |
Mathieu Cornu Pictet Asset Management Holding SA | 4,740 | $803,301.74 | $1.85M | $1.04M | 130.04% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 8 | $1,181.38 | $3,118.8 | $1,937.42 | 164% |
Jae Cho Marex Group plc | 1,020 | $432,317 | $450,034.2 | $17,717.2 | 4.1% |