| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 11,588 | $1.41M | $2.03M | $615,276.27 | 43.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,197 | $296,044.8 | $196,260.13 | -$99,784.67 | -33.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 61 | $9,080.16 | $10,001.56 | $921.4 | 10.15% |
CJ Harrison DecisionPoint Financial LLC | 1 | $125.68 | $173.56 | $47.88 | 38.1% |
| JG John Ginter Callan Family Office LLC | 3,041 | $455,151.24 | $649,101.45 | $193,950.21 | 42.61% |
Rodrigo Diaz Plan Group Financial LLC | 1,796 | $218,302 | $294,472.18 | $76,170.18 | 34.89% |
Amna Ali Khan GDS Wealth Management | 2,326 | $484,133.64 | $491,437.28 | $7,303.64 | 1.51% |
Rachel Faulk Cape Investment Advisory Inc. | 127 | $15,920 | $22,199.6 | $6,279.6 | 39.44% |
Lukas Lindgren Abound Wealth Management | 2 | $252 | $327.92 | $75.92 | 30.13% |
Drew Phillips Fortitude Family Office LLC | 3 | $694.2 | $491.88 | -$202.32 | -29.14% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,743 | $509,112.14 | $449,742.31 | -$59,369.83 | -11.66% |
Brian Matter Creative Capital Management Investments LLC | 4 | $502.72 | $655.84 | $153.12 | 30.46% |
| BP Brett Pohl Kingdom Financial Group LLC | 6 | $956 | $1,290.06 | $334.06 | 34.94% |
Amy Hart Phillips Wealth Planners LLC | 1,545 | $187,779.3 | $332,190.44 | $144,411.14 | 76.9% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 50 | $6,080.68 | $8,678 | $2,597.32 | 42.71% |
David Smith Linden Thomas Advisory Services LLC | 2,391 | $290,602.5 | $392,028.38 | $101,425.88 | 34.9% |
Kevin Kroskey True Wealth Design LLC | 49 | $7,808.79 | $8,034.04 | $225.25 | 2.88% |
Scott Boyce Decker Retirement Planning Inc. | 29 | $3,645 | $4,754.84 | $1,109.84 | 30.45% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 132 | $17,129.19 | $21,642.72 | $4,513.53 | 26.35% |
Staci Compagno Portside Wealth Group, LLC | 2,528 | $317,719 | $414,490.91 | $96,771.91 | 30.46% |