| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HC Harry Cowley Stonegate Investment Group LLC | 7,036 | $273,785.05 | $302,899.79 | $29,114.74 | 10.63% |
Samantha Pierangeli City State Bank | 135 | $7,182 | $5,811.75 | -$1,370.25 | -19.08% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 22,306 | $930,606.32 | $960,273.28 | $29,666.96 | 3.19% |
William Jollie Quent Capital LLC | 12,000 | $714,000 | $482,160 | -$231,840 | -32.47% |
Robert Glass AlphaCentric Advisors LLC | 15,000 | $547,325 | $645,749.98 | $98,424.98 | 17.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 37,133 | $782,574.65 | $1.6M | $816,000.96 | 104.27% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,290 | $30,585.99 | $55,534.5 | $24,948.51 | 81.57% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 2,352 | $99,113 | $101,253.6 | $2,140.6 | 2.16% |
Drew Phillips Fortitude Family Office LLC | 60 | $2,868.84 | $2,583 | -$285.84 | -9.96% |
Brian Dechow SWAN Capital LLC | 40 | $1,841 | $1,647.6 | -$193.4 | -10.51% |
Nolan Hoffmeyer Thematics Asset Management | 255,465 | $6.37M | $11M | $4.63M | 72.68% |
Brian Matter Creative Capital Management Investments LLC | 1 | $41.72 | $43.05 | $1.33 | 3.19% |
Sheryl Stephens Stephens Consulting LLC | 25 | $610 | $1,076.25 | $466.25 | 76.43% |
Scott Register Register Financial Advisors LLC | 62,522 | $1.55M | $2.69M | $1.15M | 74.1% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 553 | $29,419.54 | $25,725.56 | -$3,693.98 | -12.56% |
Roland Vetter West Tower Group LLC | 6,500 | $345,800 | $279,824.99 | -$65,975.01 | -19.08% |
Kevin Kroskey True Wealth Design LLC | 5 | $236.33 | $215.25 | -$21.08 | -8.92% |
| DD Damir Durkovic Entropy Technologies, LP | 63,044 | $2.82M | $2.6M | -$224,257.04 | -7.95% |
Nemes Rush Group LLC Nemes Rush Group LLC | 396 | $13,661 | $16,909.2 | $3,248.2 | 23.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,065 | $417,141.36 | $347,198.24 | -$69,943.12 | -16.77% |