| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 766 | $219,880.29 | $215,674.96 | -$4,205.33 | -1.91% |
Taro Kuriyama Axq Capita LLP | 1,684 | $478,593 | $473,288.2 | -$5,304.8 | -1.11% |
Katie Christensen iSAM Funds UKK) Ltd | 1,040 | $295,568 | $288,464.8 | -$7,103.2 | -2.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,259 | $337,203.77 | $353,980.44 | $16,776.67 | 4.98% |
James M. Perkins Quantum Private Wealth LLC | 4,470 | $675,224.04 | $1.24M | $564,619.86 | 83.62% |
CJ Harrison DecisionPoint Financial LLC | 2 | $571 | $562.32 | -$8.68 | -1.52% |
| JG John Ginter Callan Family Office LLC | 31,017 | $8.48M | $8.69M | $212,919.12 | 2.51% |
Vincent Storm PhiloSmith Capital Corp. | 117,600 | $17.88M | $33.25M | $15.37M | 85.93% |
Anita Woodhouse V-Square Quantitative Management LLC | 127 | $33,096.17 | $35,622.23 | $2,526.06 | 7.63% |
Mariana Coli Dunhill Financial LLC | 7 | $1,761.24 | $1,968.12 | $206.88 | 11.75% |
Drew Phillips Fortitude Family Office LLC | 37 | $9,759.44 | $10,402.92 | $643.48 | 6.59% |
Brian Matter Creative Capital Management Investments LLC | 11 | $3,157.55 | $3,092.76 | -$64.79 | -2.05% |
Darren Tapley New England Capital Financial Advisors LLC | 50 | $7,091 | $13,917.5 | $6,826.5 | 96.27% |
Scott Highmark Mosaic Family Wealth Partners LLC | 727 | $206,613 | $202,360.46 | -$4,252.54 | -2.06% |
Kevin Kroskey True Wealth Design LLC | 125 | $34,033.56 | $35,145 | $1,111.44 | 3.27% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 7,381 | $2.14M | $2.07M | -$62,392.43 | -2.92% |
Lison Couture iA Global Asset Management Inc. | 809 | $232,223.44 | $225,185.16 | -$7,038.28 | -3.03% |
| DD Damir Durkovic Entropy Technologies, LP | 4,684 | $1.23M | $1.31M | $88,569.5 | 7.23% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 69 | $19,202.96 | $19,306.89 | $103.93 | 0.54% |
Courtney Holt Compound Planning, Inc. | 1,029 | $292,456 | $288,233.19 | -$4,222.81 | -1.44% |