| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Andersen Western Pacific Wealth Management LP | 532 | $8,716.22 | $13,483.54 | $4,767.32 | 54.69% |
Caroline Jankowski Operose Advisors LLC | 26,244 | $576,055.8 | $654,525.36 | $78,469.56 | 13.62% |
Ana-Maria Ignat Covestor Ltd | 2,404 | $55,145.88 | $60,100 | $4,954.12 | 8.98% |
Samantha Pierangeli City State Bank | 174 | $2,991.06 | $4,352.21 | $1,361.15 | 45.51% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 8,082 | $133,100.04 | $205,080.75 | $71,980.71 | 54.08% |
W. Travis McKinney HB Wealth Management LLC | 15,078 | $333,146.67 | $376,950 | $43,803.33 | 13.15% |
Allison Tronnes Forum Financial Management LP | 8,028 | $207,925.2 | $200,619.72 | -$7,305.48 | -3.51% |
William Jollie Quent Capital LLC | 281 | $6,522.48 | $7,025 | $502.52 | 7.7% |
Michael Byun SageView Advisory Group LLC | 9,542 | $206,224.92 | $238,550 | $32,325.08 | 15.67% |
Taro Kuriyama Axq Capita LLP | 34,875 | $806,814.74 | $872,049.37 | $65,234.63 | 8.09% |
Katie Christensen iSAM Funds UKK) Ltd | 36,700 | $904,987.31 | $922,087.5 | $17,100.19 | 1.89% |
Patricia A. Thompson Leeward Investments LLC - MA | 885,504 | $15.22M | $22.57M | $7.34M | 48.23% |
| DAL Drake & Associates LLC Drake & Associates LLC | 24,263 | $628,411.7 | $608,030.78 | -$20,380.92 | -3.24% |
Nadine Hofstetter Northwest Bank & Trust Co. | 1,439 | $24,722 | $36,521.82 | $11,799.82 | 47.73% |
CJ Harrison DecisionPoint Financial LLC | 11 | $289 | $275 | -$14 | -4.84% |
| JG John Ginter Callan Family Office LLC | 11,684 | $254,932.8 | $292,801.04 | $37,868.24 | 14.85% |
Mariana Coli Dunhill Financial LLC | 7 | $160 | $175 | $15 | 9.37% |
Drew Phillips Fortitude Family Office LLC | 1,075 | $25,768.06 | $26,875 | $1,106.94 | 4.3% |
Brian Matter Creative Capital Management Investments LLC | 112 | $2,900.8 | $2,800 | -$100.8 | -3.47% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 18 | $424.22 | $450 | $25.78 | 6.08% |