| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 1,800 | $476,712 | $317,376 | -$159,336 | -33.42% |
Ana-Maria Ignat Covestor Ltd | 323 | $43,774.84 | $59,486.91 | $15,712.07 | 35.89% |
Jay Richards Investment Advisory Group LLC | 1,722 | $454,795.53 | $301,246.68 | -$153,548.85 | -33.76% |
William Jollie Quent Capital LLC | 21 | $3,328.61 | $3,867.57 | $538.96 | 16.19% |
| KJ Ken Joseph Braidwel LLP | 177,100 | $24.03M | $32.66M | $8.63M | 35.91% |
Edward Lowndes Angeles Wealth Management LLC | 2,757 | $348,350.31 | $480,917.29 | $132,566.98 | 38.06% |
| MK Malinda Khauv Cercano Management LLC | 7,856 | $1.07M | $1.44M | $365,696.44 | 34.12% |
| JG John Ginter Callan Family Office LLC | 4,712 | $760,690.67 | $870,282.84 | $109,592.17 | 14.41% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $2,474 | $3,683.82 | $1,209.82 | 48.9% |
Mariana Coli Dunhill Financial LLC | 4 | $509.46 | $736.68 | $227.22 | 44.6% |
Drew Phillips Fortitude Family Office LLC | 11 | $1,891.91 | $2,025.87 | $133.96 | 7.08% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,680 | $340,737.22 | $467,526 | $126,788.78 | 37.21% |
Brian Matter Creative Capital Management Investments LLC | 3 | $409.32 | $552.78 | $143.46 | 35.05% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,500 | $204,660 | $276,645 | $71,985 | 35.17% |
Paul B. Ordonio Park Place Capital Corp. | 109 | $15,101.54 | $20,178.57 | $5,077.03 | 33.62% |
Kevin Kroskey True Wealth Design LLC | 8 | $1,538 | $1,473.36 | -$64.64 | -4.2% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1 | $136 | $184.47 | $48.47 | 35.64% |
Ilko Menkov Vestal Point Capita LLP | 400,000 | $47.13M | $73.84M | $26.71M | 56.68% |
| DD Damir Durkovic Entropy Technologies, LP | 6,505 | $887,542 | $1.2M | $313,606.25 | 35.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 9 | $1,592.97 | $1,670.26 | $77.29 | 4.85% |