| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 5,076 | $201,452.64 | $174,563.64 | -$26,889 | -13.35% |
Samantha Pierangeli City State Bank | 25 | $1,026.25 | $827.62 | -$198.63 | -19.35% |
W. Travis McKinney HB Wealth Management LLC | 11,236 | $311,905.4 | $386,406.04 | $74,500.64 | 23.89% |
William Jollie Quent Capital LLC | 268 | $7,535.38 | $9,216.52 | $1,681.14 | 22.31% |
John DeMarco Trajan Wealth LLC | 6,865 | $210,756 | $234,611.37 | $23,855.37 | 11.32% |
CJ Harrison DecisionPoint Financial LLC | 2 | $60.02 | $68.78 | $8.76 | 14.6% |
| JG John Ginter Callan Family Office LLC | 11,683 | $303,988.19 | $393,483.44 | $89,495.25 | 29.44% |
Mariana Coli Dunhill Financial LLC | 5 | $161.88 | $171.95 | $10.07 | 6.22% |
Lukas Lindgren Abound Wealth Management | 5 | $338 | $170.35 | -$167.65 | -49.6% |
Drew Phillips Fortitude Family Office LLC | 1,372 | $48,328.94 | $47,183.08 | -$1,145.86 | -2.37% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 5,505 | $202,309 | $189,316.95 | -$12,992.05 | -6.42% |
Brian Matter Creative Capital Management Investments LLC | 18 | $540.18 | $619.02 | $78.84 | 14.6% |
Cornell P. Abod Beacon Investment Advisors LLC | 48,454 | $1.49M | $1.63M | $142,209.29 | 9.56% |
Stephen Smith Kestra Investment Management LLC | 97,179 | $2.9M | $3.21M | $315,119.08 | 10.87% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 27 | $829 | $928.53 | $99.53 | 12.01% |
Kevin Kroskey True Wealth Design LLC | 1,943 | $64,779.77 | $66,819.77 | $2,040 | 3.15% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 16,987 | $521,501 | $561,929.96 | $40,428.96 | 7.75% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,538 | $48,796.82 | $52,368.9 | $3,572.08 | 7.32% |
Courtney Holt Compound Planning, Inc. | 9,278 | $284,834 | $312,575.82 | $27,741.82 | 9.74% |
Driton Bilali Ilex Capital Partners (UK) LLP | 94,866 | $2.91M | $3.24M | $329,659.55 | 11.32% |