| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 840 | $219,365.99 | $159,944.4 | -$59,421.59 | -27.09% |
Jeffrey Gilbert Balboa Wealth Partners | 11,389 | $941,250.68 | $2.53M | $1.59M | 168.7% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 360 | $28,431.67 | $82,119.6 | $53,687.93 | 188.83% |
| JG John Ginter Callan Family Office LLC | 820 | $214,142.99 | $187,050.2 | -$27,092.79 | -12.65% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 44,244 | $3.7M | $10.09M | $6.39M | 172.52% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 417 | $81,395.3 | $95,121.87 | $13,726.57 | 16.86% |
Lukas Lindgren Abound Wealth Management | 112 | $12,924.29 | $25,548.32 | $12,624.03 | 97.68% |
Drew Phillips Fortitude Family Office LLC | 573 | $149,638.94 | $130,707.03 | -$18,931.91 | -12.65% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 810 | $211,531.49 | $184,769.1 | -$26,762.39 | -12.65% |
Brian Dechow SWAN Capital LLC | 25 | $2,594 | $5,702.75 | $3,108.75 | 119.84% |
Bert D. Barre Colonial Trust Co. / SC | 100 | $11,227 | $22,811 | $11,584 | 103.18% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,000 | $261,149.99 | $228,110 | -$33,039.99 | -12.65% |
Nolan Langford Left Brain Wealth Management LLC | 3,165 | $826,539.72 | $721,968.15 | -$104,571.57 | -12.65% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 1,739 | $180,438.64 | $396,683.29 | $216,244.65 | 119.84% |
Belena Vincetti Fortis Capital Advisors LLC | 6,384 | $588,080.25 | $1.46M | $868,173.99 | 147.63% |
Dennis Wallace Fortune Financial Advisors LLC | 1,436 | $148,999.5 | $327,565.96 | $178,566.46 | 119.84% |
Sue Oleari Trifecta Capital Advisors LLC | 2,200 | $121,726 | $501,842 | $380,116 | 312.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,378 | $1.81M | $2.37M | $561,639.04 | 31.1% |
Kevin Gray Lodestar Private Asset Management LLC | 4,666 | $271,348.69 | $1.06M | $793,012.57 | 292.25% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 25,014 | $6.4M | $5.71M | -$692,321.44 | -10.82% |