| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 16,245 | $2.48M | $2.34M | -$136,900.23 | -5.52% |
David T. Morgan High Net Worth Advisory Group LLC | 3,618 | $303,186.36 | $531,628.92 | $228,442.56 | 75.35% |
Katie Christensen iSAM Funds UKK) Ltd | 4,400 | $666,600 | $647,196 | -$19,404 | -2.91% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 5,941 | $502,009.73 | $869,821.81 | $367,812.08 | 73.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 110 | $13,398 | $16,166.7 | $2,768.7 | 20.67% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,895 | $380,570.19 | $425,405.77 | $44,835.58 | 11.78% |
Adam Grossman Mayport LLC | 2,646 | $350,953.37 | $389,160.45 | $38,207.08 | 10.89% |
Brian Levy West Wealth Group LLC | 1,685 | $211,699.71 | $247,602.32 | $35,902.61 | 16.96% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,731 | $265,898.91 | $254,586.82 | -$11,312.09 | -4.25% |
Mark Fiskio Empirical Asset Management LLC | 1,614 | $233,712.1 | $237,596.94 | $3,884.84 | 1.66% |
Timothy Gerlach Novem Group | 2,979 | $367,536.07 | $438,479.01 | $70,942.94 | 19.3% |
Daniel Ronan Catalyst Financial Partners LLC | 10,653 | $1.23M | $1.57M | $332,550.78 | 26.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,030 | $2.05M | $2.75M | $699,657.52 | 34.1% |
Stephen Kenney Gray Private Wealth LLC | 2,146 | $325,119 | $310,097 | -$15,022 | -4.62% |
Craig Johnsen Fortitude Advisory Group LLC | 4,763 | $670,080.09 | $688,634.54 | $18,554.45 | 2.77% |
Jeffrey Gilbert Balboa Wealth Partners | 4,556 | $556,522.87 | $670,597.64 | $114,074.77 | 20.5% |
Sean Murray Quantum Financial Advisors LLC | 2,114 | $217,486.2 | $310,631.16 | $93,144.96 | 42.83% |
Edward Lowndes Angeles Wealth Management LLC | 14,672 | $1.7M | $2.16M | $456,497.56 | 26.86% |
Kevin Zemann WealthPlan Investment Management LLC | 4,008 | $623,164 | $579,476.64 | -$43,687.36 | -7.01% |
Vito Collacuro Sutton Place Investors LLC | 4,213 | $520,263.37 | $616,214.44 | $95,951.07 | 18.44% |