| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 439 | $15,072.37 | $15,268.42 | $196.05 | 1.3% |
W. Travis McKinney HB Wealth Management LLC | 10,998 | $352,074.27 | $382,510.44 | $30,436.17 | 8.64% |
| LF Lukas Feh LGT Group Foundation | 3.75M | $125.17M | $129.88M | $4.71M | 3.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $35.96 | $34.57 | -$1.39 | -3.87% |
William Jollie Quent Capital LLC | 564 | $16,610.16 | $19,615.92 | $3,005.76 | 18.1% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 143,737 | $4.48M | $4.96M | $484,595.97 | 10.82% |
CJ Harrison DecisionPoint Financial LLC | 6 | $216.92 | $208.68 | -$8.24 | -3.8% |
Albert Moore First National Advisers LLC | 18,833 | $574,385.61 | $652,563.45 | $78,177.84 | 13.61% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 269,580 | $7.68M | $9.3M | $1.62M | 21.05% |
Mariana Coli Dunhill Financial LLC | 240 | $7,430.5 | $8,347.2 | $916.7 | 12.34% |
Drew Phillips Fortitude Family Office LLC | 112 | $3,559.83 | $3,895.36 | $335.53 | 9.43% |
Nolan Hoffmeyer Thematics Asset Management | 345,750 | $11.38M | $12.12M | $731,813.75 | 6.43% |
Brian Matter Creative Capital Management Investments LLC | 22 | $635.58 | $765.16 | $129.58 | 20.39% |
Stephen Smith Kestra Investment Management LLC | 29,541 | $889,782.58 | $1.02M | $130,563.56 | 14.67% |
Jesse Ellington Dover Advisors LLC | 13,600 | $440,480.5 | $474,096 | $33,615.5 | 7.63% |
Ashley Buboltz Moran Wealth Management LLC | 74,939 | $2.26M | $2.59M | $329,837.28 | 14.59% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 15,125 | $443,183.74 | $526,047.5 | $82,863.76 | 18.7% |
Kevin Kroskey True Wealth Design LLC | 1,066 | $35,451.91 | $37,075.48 | $1,623.57 | 4.58% |
Petros Toseland Portman Square Capital LLP | 164,358 | $5.48M | $5.72M | $235,929.38 | 4.3% |
| PIL PFG Investments LLC PFG Investments LLC | 31,137 | $937,749.33 | $1.08M | $139,279.5 | 14.85% |