| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 642 | $3,183.87 | $3,120.06 | -$63.81 | -2% |
| SS Stephen Smith Kestra Investment Management LLC | 12,611 | $73,774.35 | $61,667.79 | -$12,106.56 | -16.41% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12,471 | $57,813.89 | $60,671.41 | $2,857.52 | 4.94% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 11 | $51 | $53.51 | $2.51 | 4.92% |
Kevin Kroskey True Wealth Design LLC | 3,055 | $15,313.71 | $14,327.95 | -$985.76 | -6.44% |
| KM Kyle Minges Broyhill Asset Management | 12,575 | $49,671.44 | $61,240.25 | $11,568.81 | 23.29% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 256 | $1,185 | $1,242.88 | $57.88 | 4.88% |
| PIL PFG Investments LLC PFG Investments LLC | 83,839 | $381,584.42 | $404,942.37 | $23,357.95 | 6.12% |
Alexandra Stickelman Root Financial Partners, LLC | 670 | $3,396.93 | $3,236.1 | -$160.83 | -4.73% |
Courtney Holt Compound Planning, Inc. | 102,751 | $706,370.5 | $496,287.33 | -$210,083.17 | -29.74% |
Annmarie Young KPP Advisory Services LLC | 84,138 | $392,013.57 | $405,965.85 | $13,952.28 | 3.56% |
Tony Macafee UniSuper Management Pty Ltd | 102,200 | $946,371.97 | $492,604 | -$453,767.97 | -47.95% |
Norden Group LLC NORDEN GROUP LLC | 17,746 | $88,003.8 | $85,624.45 | -$2,379.35 | -2.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,437 | $33,649.35 | $30,575.75 | -$3,073.6 | -9.13% |
Mathieu Cornu Pictet Asset Management Holding SA | 88,460 | $448,243.86 | $428,199.48 | -$20,044.38 | -4.47% |
Jae Cho Marex Group plc | 10,741 | $53,705 | $51,992.88 | -$1,712.12 | -3.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11 | $55 | $53.29 | -$1.71 | -3.11% |
Syon Capital LLC SYON CAPITAL LLC | 13,555 | $53,727.95 | $65,673.97 | $11,946.02 | 22.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,079 | $24,325.42 | $14,856.17 | -$9,469.25 | -38.93% |
James Rankin Modern Wealth Management, LLC | 56,480 | $306,532.48 | $273,645.6 | -$32,886.88 | -10.73% |