| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 688 | $25,470 | $27,045.28 | $1,575.28 | 6.18% |
Yuen Man Lee Persistent Asset Partners Ltd. | 281 | $9,149 | $11,762.66 | $2,613.66 | 28.57% |
Rossby Financial LLC Rossby Financial LLC | 10 | $395.51 | $398.5 | $2.99 | 0.76% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 221 | $6,696.3 | $9,191.39 | $2,495.09 | 37.26% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 236 | $5,558.26 | $9,864.8 | $4,306.54 | 77.48% |
| GFM GF Fund Management Co. Ltd. GF Fund Management Co. Ltd. | 30,661 | $988,200.91 | $1.28M | $286,990.08 | 29.04% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 148,522 | $4.5M | $5.92M | $1.42M | 31.59% |
Kilter Group LLC Kilter Group LLC | 8 | $261 | $318.8 | $57.8 | 22.15% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 27 | $845.97 | $1,070.01 | $224.04 | 26.48% |