| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 122,358 | $575,716.96 | $2M | $1.42M | 246.64% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,190 | $29,419.79 | $19,408.9 | -$10,010.89 | -34.03% |
Kea Molnar Cromwell Holdings LLC | 401 | $6,831.15 | $6,540.31 | -$290.84 | -4.26% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 107,194 | $1.69M | $1.97M | $276,225.9 | 16.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 86,190 | $1.55M | $1.58M | $31,028.4 | 2.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,361 | $164,532.68 | $168,987.91 | $4,455.23 | 2.71% |
Dominic Corabi Wedmont Private Capital | 22,065 | $328,938.54 | $359,880.15 | $30,941.61 | 9.41% |
Jared Schneid Connective Portfolio Management LLC | 60,000 | $1.08M | $978,600 | -$97,200 | -9.04% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 51,817 | $1.36M | $845,135.27 | -$511,433.79 | -37.7% |
| RS Radon Stancil POM Investment Strategies LLC | 100 | $1,588 | $1,631 | $43 | 2.71% |
Jeffrey McClean Solidarity Wealth LLC | 65,661 | $414,346.37 | $1.07M | $656,584.54 | 158.46% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 100 | $1,588 | $1,631 | $43 | 2.71% |
Clint Dunn Beaird Harris Wealth Management LLC | 80 | $1,434.4 | $1,304.8 | -$129.6 | -9.04% |
Brian Ramsay Wealthspan Partners LLC | 33,327 | $413,079.54 | $603,218.7 | $190,139.16 | 46.03% |
Ana-Maria Ignat Covestor Ltd | 2,679 | $48,183.71 | $49,240.02 | $1,056.31 | 2.19% |
Stefan Demuth Ameliora Wealth Management Ltd. | 100,000 | $1.59M | $1.63M | $43,000 | 2.71% |
Bill McVay Red Tortoise LLC | 328 | $1,512.08 | $5,349.68 | $3,837.6 | 253.8% |
Samantha Pierangeli City State Bank | 2 | $23.26 | $32.62 | $9.36 | 40.24% |
W. Travis McKinney HB Wealth Management LLC | 14,757 | $339,460.62 | $240,686.67 | -$98,773.95 | -29.1% |
| LF Lukas Feh LGT Group Foundation | 606,650 | $10.25M | $11.15M | $904,597.5 | 8.83% |