| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 457 | $89,992.94 | $88,438.64 | -$1,554.3 | -1.73% |
Dominic Corabi Wedmont Private Capital | 40,937 | $1.31M | $7.82M | $6.51M | 497.94% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 28 | $1,224.72 | $5,353.88 | $4,129.16 | 337.15% |
Regan O'Neill Burkehill Global Management LP | 50,000 | $9.36M | $9.11M | -$251,915 | -2.69% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,520 | $654,888.65 | $3.53M | $2.87M | 438.61% |
Jared Schneid Connective Portfolio Management LLC | 4,500 | $866,790 | $794,430 | -$72,360 | -8.35% |
Li Peng China Universal Asset Management Co. Ltd. | 33,835 | $1.31M | $6.03M | $4.72M | 360.89% |
Amir Ali Monsefi Aire Advisors LLC | 1,096 | $211,111.52 | $199,044.56 | -$12,066.96 | -5.72% |
Katherine Saltonstall Sandy Cove Advisors LLC | 27,008 | $1.18M | $4.9M | $3.72M | 314.65% |
Clint Dunn Beaird Harris Wealth Management LLC | 41 | $976.62 | $7,262.74 | $6,286.12 | 643.66% |
Ana-Maria Ignat Covestor Ltd | 936 | $91,026 | $177,147.36 | $86,121.36 | 94.61% |
Lonny Elfenbein West Michigan Advisors LLC | 8,218 | $665,370.1 | $1.47M | $803,350.86 | 120.74% |
David Jarvis Corton Capital Inc. | 7,030 | $328,301 | $1.28M | $948,311.85 | 288.85% |
W. Travis McKinney HB Wealth Management LLC | 5,336 | $731,219.62 | $1.01M | $278,671.74 | 38.11% |
William Jollie Quent Capital LLC | 168 | $24,124.79 | $31,795.68 | $7,670.89 | 31.8% |
Timothy R. Guthrie Bullseye Investment Management LLC | 12 | $2,311.44 | $2,143.32 | -$168.12 | -7.27% |
Ed West Values First Advisors Inc. | 13,495 | $2.6M | $2.43M | -$165,313.75 | -6.36% |
James Peterson Nearwater Capital Markets Ltd. | 2.1M | $331.69M | $399.75M | $68.07M | 20.52% |
David T. Morgan High Net Worth Advisory Group LLC | 2,000 | $385,240 | $357,160 | -$28,080 | -7.29% |
Daniel Ronan Catalyst Financial Partners LLC | 2,725 | $510,338 | $485,672.66 | -$24,665.34 | -4.83% |