| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 25 | $5,432.75 | $4,814.25 | -$618.5 | -11.38% |
Kea Molnar Cromwell Holdings LLC | 2 | $338 | $385.14 | $47.14 | 13.95% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,550 | $241,831 | $310,767.25 | $68,936.25 | 28.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10 | $1,560.2 | $1,925.7 | $365.5 | 23.43% |
Darby Barncord Martin Capital Advisors LLP | 4,202 | $1.35M | $809,179.18 | -$539,753.81 | -40.01% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,260 | $4.07M | $2.55M | -$1.52M | -37.33% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,190 | $185,663.8 | $229,158.31 | $43,494.51 | 23.43% |
Ana-Maria Ignat Covestor Ltd | 156 | $48,262.84 | $31,302.96 | -$16,959.88 | -35.14% |
W. Travis McKinney HB Wealth Management LLC | 1,766 | $478,549 | $340,078.64 | -$138,470.36 | -28.94% |
William Jollie Quent Capital LLC | 61 | $13,924.64 | $12,240.26 | -$1,684.38 | -12.1% |
Katie Christensen iSAM Funds UKK) Ltd | 1,399 | $299,461.14 | $269,405.44 | -$30,055.7 | -10.04% |
CJ Harrison DecisionPoint Financial LLC | 1 | $162 | $192.57 | $30.57 | 18.87% |
| JG John Ginter Callan Family Office LLC | 3,230 | $798,144.73 | $622,001.13 | -$176,143.6 | -22.07% |
Drew Phillips Fortitude Family Office LLC | 65 | $10,192.94 | $12,517.05 | $2,324.11 | 22.8% |
Brian Matter Creative Capital Management Investments LLC | 3 | $468.06 | $577.71 | $109.65 | 23.43% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 41 | $6,397 | $7,895.37 | $1,498.37 | 23.42% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,878 | $1.07M | $1.32M | $251,394.53 | 23.43% |
David Smith Linden Thomas Advisory Services LLC | 8,686 | $1.69M | $1.67M | -$16,396.9 | -0.97% |
Kevin Kroskey True Wealth Design LLC | 97 | $21,123.55 | $18,679.29 | -$2,444.26 | -11.57% |
Lison Couture iA Global Asset Management Inc. | 2,480 | $386,929.61 | $477,573.62 | $90,644.01 | 23.43% |