| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 937 | $301,151.79 | $367,013.53 | $65,861.74 | 21.87% |
Russell Kartub Insight Inv LLC | 9,453 | $1.86M | $3.84M | $1.99M | 107.18% |
Ana-Maria Ignat Covestor Ltd | 24 | $9,672.72 | $9,711.84 | $39.12 | 0.4% |
| CC Cheung Chan Chemistry Wealth Management LLC | 515 | $207,560.45 | $203,991.5 | -$3,568.95 | -1.72% |
W. Travis McKinney HB Wealth Management LLC | 561 | $226,099.83 | $227,014.26 | $914.43 | 0.4% |
William Jollie Quent Capital LLC | 615 | $142,643.4 | $248,865.9 | $106,222.5 | 74.47% |
Michael Byun SageView Advisory Group LLC | 1,394 | $268,608.31 | $539,213.14 | $270,604.83 | 100.74% |
Taro Kuriyama Axq Capita LLP | 6,564 | $2.64M | $2.67M | $35,117.16 | 1.33% |
CJ Harrison DecisionPoint Financial LLC | 4 | $1,010.25 | $1,618.64 | $608.39 | 60.22% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 2,567 | $485,008.29 | $1M | $519,920.87 | 107.2% |
Rachel Faulk Cape Investment Advisory Inc. | 6 | $2,411.33 | $2,427.96 | $16.63 | 0.69% |
Drew Phillips Fortitude Family Office LLC | 26 | $9,098.03 | $10,521.16 | $1,423.13 | 15.64% |
Brian Matter Creative Capital Management Investments LLC | 4 | $1,612.12 | $1,618.64 | $6.52 | 0.4% |
Kevin Kroskey True Wealth Design LLC | 29 | $8,554.71 | $11,735.14 | $3,180.43 | 37.18% |
Andy Warning Resolute Wealth Strategies LLC | 500 | $200,920 | $200,530 | -$390 | -0.19% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 48 | $15,237.03 | $19,516.8 | $4,279.77 | 28.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 226 | $72,021.78 | $91,326.6 | $19,304.82 | 26.8% |
David Skalicky INSPIRE TRUST CO, N.A. | 7,000 | $1.46M | $2.84M | $1.38M | 94.41% |
Mathieu Cornu Pictet Asset Management Holding SA | 2,430 | $488,184.02 | $983,323.8 | $495,139.78 | 101.42% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 5 | $1,280.25 | $1,980.5 | $700.25 | 54.7% |