| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 15,444 | $891,118.8 | $797,682.6 | -$93,436.2 | -10.49% |
Bert Miller Miller Wealth Advisors LLC | 94 | $5,182.22 | $4,975.42 | -$206.8 | -3.99% |
Lindsey Seagraves Carson Advisory Inc. | 22,217 | $837,188.42 | $1.22M | $385,857.43 | 46.09% |
Ana-Maria Ignat Covestor Ltd | 127 | $3,343.67 | $7,157.72 | $3,814.05 | 114.07% |
William Jollie Quent Capital LLC | 469 | $27,953.85 | $26,432.84 | -$1,521.01 | -5.44% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 31,424 | $1.76M | $1.62M | -$135,746.22 | -7.72% |
Mariana Coli Dunhill Financial LLC | 4 | $179.2 | $206.6 | $27.4 | 15.29% |
Lukas Lindgren Abound Wealth Management | 3 | $209 | $154.89 | -$54.11 | -25.89% |
Drew Phillips Fortitude Family Office LLC | 51 | $3,156.94 | $2,636.7 | -$520.24 | -16.48% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 101 | $3,730.91 | $5,204.53 | $1,473.62 | 39.5% |
| LK Lenny Kisin Applied Capital LLC/FL | 31,290 | $1.26M | $1.62M | $359,545.69 | 28.61% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 76 | $3,356.72 | $4,037.12 | $680.4 | 20.27% |
Tony Macafee UniSuper Management Pty Ltd | 8,554 | $489,374.11 | $479,793.86 | -$9,580.25 | -1.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,404 | $159,291.19 | $180,173.72 | $20,882.53 | 13.11% |
Mathieu Cornu Pictet Asset Management Holding SA | 11,586 | $552,595.68 | $613,246.98 | $60,651.3 | 10.98% |
Curtis Burkholder Bare Financial Services, Inc | 217 | $11,417.87 | $11,485.81 | $67.94 | 0.6% |
Jaran Day OPINICUS CAPITAL, INC. | 3,938 | $177,877.7 | $208,438.34 | $30,560.64 | 17.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,651 | $103,730.8 | $93,182.44 | -$10,548.36 | -10.17% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 19 | $703 | $1,065.71 | $362.71 | 51.59% |
Alan Gilmore Private Wealth Management Group, LLC | 281 | $12,693.5 | $15,558.97 | $2,865.47 | 22.57% |