| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 3,574 | $289,501.79 | $743,034.6 | $453,532.81 | 156.66% |
Jared Schneid Connective Portfolio Management LLC | 6,000 | $818,700 | $1.11M | $292,380 | 35.71% |
Barry Oliver Capital Performance Advisors LLP | 1,796 | $245,064.2 | $337,935.36 | $92,871.16 | 37.9% |
Li Peng China Universal Asset Management Co. Ltd. | 4,000 | $545,800 | $748,040 | $202,240 | 37.05% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,224 | $238,087.31 | $415,565.52 | $177,478.21 | 74.54% |
Katherine Andersen Western Pacific Wealth Management LP | 300 | $62,733 | $56,178 | -$6,555 | -10.45% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 7 | $617.47 | $1,316.56 | $699.09 | 113.22% |
Clint Dunn Beaird Harris Wealth Management LLC | 3 | $299.91 | $564.36 | $264.45 | 88.18% |
Lindsey Seagraves Carson Advisory Inc. | 3,150 | $247,936.5 | $596,310.75 | $348,374.25 | 140.51% |
Ana-Maria Ignat Covestor Ltd | 1,434 | $169,649.84 | $299,017.68 | $129,367.84 | 76.26% |
Samantha Pierangeli City State Bank | 249 | $24,414.56 | $46,453.44 | $22,038.88 | 90.27% |
W. Travis McKinney HB Wealth Management LLC | 2,806 | $257,918.17 | $585,107.12 | $327,188.95 | 126.86% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 3,000 | $409,350 | $569,370 | $160,020 | 39.09% |
William Jollie Quent Capital LLC | 1,569 | $122,677.32 | $327,167.88 | $204,490.56 | 166.69% |
James Peterson Nearwater Capital Markets Ltd. | 90,000 | $12.28M | $18.75M | $6.47M | 52.65% |
David T. Morgan High Net Worth Advisory Group LLC | 4,012 | $547,437.4 | $751,648.2 | $204,210.8 | 37.3% |
Dan Mohr Retireful LLC | 9,460 | $1.81M | $1.97M | $156,894.1 | 8.67% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 131,984 | $18.01M | $27.45M | $9.44M | 52.44% |
Timothy Gerlach Novem Group | 1,702 | $232,238 | $320,290.87 | $88,052.87 | 37.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,557 | $239,360.77 | $533,185.64 | $293,824.87 | 122.75% |