| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 18,533 | $381,472.09 | $427,092.98 | $45,620.89 | 11.96% |
Mathieu Cornu Pictet Asset Management Holding SA | 49,382 | $924,004.9 | $1.15M | $230,052.44 | 24.9% |
Jae Cho Marex Group plc | 18,228 | $264,619.86 | $420,884.52 | $156,264.66 | 59.05% |
| MC Megan Claucherty Kodai Capital Management LP | 286,778 | $5.21M | $6.54M | $1.33M | 25.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,964 | $180,153.71 | $256,228.68 | $76,074.97 | 42.23% |
Amir Har-El Savvy Advisors, Inc. | 20,445 | $346,952 | $467,474.92 | $120,522.92 | 34.74% |
Jeff Ramsey Quotient Wealth Partners, LLC | 45,403 | $1.22M | $1.04M | -$185,524.51 | -15.19% |
Darin Sadow Freestone Grove Partners LP | 1.64M | $21.08M | $37.45M | $16.37M | 77.68% |
Kent Keister Bear Mountain Capital, Inc. | 140 | $3,001.83 | $3,361.4 | $359.57 | 11.98% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,877 | $35,397.42 | $42,786.21 | $7,388.79 | 20.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 20 | $366 | $457.6 | $91.6 | 25.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 210 | $4,183.25 | $4,815.3 | $632.05 | 15.11% |
Matthew Stead Sachetta, LLC | 468 | $7,026.08 | $10,728.9 | $3,702.82 | 52.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 216 | $3,127.06 | $5,047.92 | $1,920.86 | 61.43% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 56,515 | $994,259.17 | $1.29M | $295,413.13 | 29.71% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 94,290 | $1.6M | $2.2M | $603,986.45 | 37.74% |
Angela Mari Abich Financial Wealth Management LLC | 5,511 | $98,951.85 | $125,761.02 | $26,809.17 | 27.09% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3,007 | $62,039.86 | $68,619.74 | $6,579.88 | 10.61% |
Corey Saft Sivia Capital Partners, LLC | 111,657 | $1.71M | $2.55M | $834,797.57 | 48.73% |
Ian Jameson American Capital Advisory, LLC | 62 | $905.58 | $1,417.32 | $511.74 | 56.51% |