| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 7,556 | $594,605.64 | $732,138.62 | $137,532.98 | 23.13% |
Ana-Maria Ignat Covestor Ltd | 79 | $8,234.66 | $7,687.49 | -$547.17 | -6.64% |
W. Travis McKinney HB Wealth Management LLC | 4,619 | $488,323.65 | $449,474.89 | -$38,848.76 | -7.96% |
| MC mike Chen Byrne Asset Management LLC | 100 | $5,886 | $9,702 | $3,816 | 64.83% |
William Jollie Quent Capital LLC | 30 | $3,121.2 | $2,919.3 | -$201.9 | -6.47% |
Patricia A. Thompson Leeward Investments LLC - MA | 267,081 | $17.87M | $26.32M | $8.45M | 47.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 651 | $38,012 | $62,958.21 | $24,946.21 | 65.63% |
CJ Harrison DecisionPoint Financial LLC | 5 | $563 | $486.55 | -$76.45 | -13.58% |
| JG John Ginter Callan Family Office LLC | 4,013 | $363,370.3 | $389,020.22 | $25,649.92 | 7.06% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,304 | $257,564 | $226,287.36 | -$31,276.64 | -12.14% |
Anita Woodhouse V-Square Quantitative Management LLC | 185 | $16,635.23 | $18,002.35 | $1,367.12 | 8.22% |
Christopher Borris Hook Mi LLCapital Partners LP | 435,236 | $37.85M | $42.36M | $4.51M | 11.93% |
Mariana Coli Dunhill Financial LLC | 23 | $2,037.46 | $2,238.13 | $200.67 | 9.85% |
Drew Phillips Fortitude Family Office LLC | 146 | $11,847.18 | $14,207.26 | $2,360.08 | 19.92% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,360 | $198,361.65 | $325,987.2 | $127,625.55 | 64.34% |
Brian Matter Creative Capital Management Investments LLC | 38 | $4,248.02 | $3,697.78 | -$550.24 | -12.95% |
Belena Vincetti Fortis Capital Advisors LLC | 27,707 | $3.1M | $2.68M | -$419,068.85 | -13.53% |
| BP Brett Pohl Kingdom Financial Group LLC | 253 | $22,749.31 | $24,629.55 | $1,880.24 | 8.27% |
Sue Oleari Trifecta Capital Advisors LLC | 19 | $2,125 | $1,837.2 | -$287.8 | -13.54% |
Dean Pelos Commonwealth Retirement Investments LLC | 185 | $20,681 | $17,883.02 | -$2,797.98 | -13.53% |