| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,679 | $38,982.26 | $34,987.74 | -$3,994.52 | -10.25% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5 | $63.55 | $67.25 | $3.7 | 5.82% |
Clint Dunn Beaird Harris Wealth Management LLC | 150 | $1,630.5 | $1,930.5 | $300 | 18.4% |
Ana-Maria Ignat Covestor Ltd | 10,565 | $121,537.31 | $144,846.15 | $23,308.84 | 19.18% |
Bill McVay Red Tortoise LLC | 205 | $2,275.5 | $2,649.62 | $374.12 | 16.44% |
W. Travis McKinney HB Wealth Management LLC | 14,871 | $219,369.74 | $203,881.41 | -$15,488.33 | -7.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,482 | $188,189.98 | $149,208.59 | -$38,981.39 | -20.71% |
William Jollie Quent Capital LLC | 212 | $2,836.56 | $2,906.52 | $69.96 | 2.47% |
Taro Kuriyama Axq Capita LLP | 159,705 | $1.74M | $2.15M | $409,643.67 | 23.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 20 | $217.4 | $258.8 | $41.4 | 19.04% |
CJ Harrison DecisionPoint Financial LLC | 2 | $21.74 | $27.42 | $5.68 | 26.13% |
| JG John Ginter Callan Family Office LLC | 15,206 | $217,565.89 | $203,076.13 | -$14,489.76 | -6.66% |
Drew Phillips Fortitude Family Office LLC | 1,217 | $13,307.59 | $16,685.07 | $3,377.48 | 25.38% |
Brian Dechow SWAN Capital LLC | 200 | $2,174 | $2,585 | $411 | 18.91% |
Brian Matter Creative Capital Management Investments LLC | 21 | $228.27 | $287.91 | $59.64 | 26.13% |
Sue Oleari Trifecta Capital Advisors LLC | 2,500 | $27,175 | $32,224.75 | $5,049.75 | 18.58% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 91,630 | $996,602.83 | $1.26M | $259,644.47 | 26.05% |
Ashley Buboltz Moran Wealth Management LLC | 24,300 | $267,445.58 | $313,224.57 | $45,778.99 | 17.12% |
Kun Gao Sherbrooke Park Advisers LLC | 10,774 | $144,156.07 | $141,031.66 | -$3,124.41 | -2.17% |
Jill Batley Gateway Wealth Partners LLC | 14,053 | $155,994.45 | $180,510.78 | $24,516.33 | 15.72% |