| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 216 | $1,926.72 | $1,572.48 | -$354.24 | -18.39% |
| WTM W. Travis McKinney HB Wealth Management LLC | 21,828 | $121,724.19 | $158,907.84 | $37,183.65 | 30.55% |
| WJ William Jollie Quent Capital LLC | 516 | $2,516.4 | $3,756.48 | $1,240.08 | 49.28% |
Marc H. Stone Tyler-Stone Wealth Management | 13,100 | $78,593 | $95,368 | $16,775 | 21.34% |
| EW Ed West Values First Advisors Inc. | 93,601 | $617,286.21 | $681,415.28 | $64,129.07 | 10.39% |
| TK Taro Kuriyama Axq Capita LLP | 117,702 | $668,040.6 | $856,870.56 | $188,829.96 | 28.27% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 704 | $4,723 | $4,854.08 | $131.08 | 2.78% |
CJ Harrison DecisionPoint Financial LLC | 1 | $9 | $6.97 | -$2.03 | -22.56% |
| JG John Ginter Callan Family Office LLC | 33,078 | $158,797.96 | $231,049.83 | $72,251.87 | 45.5% |
Mariana Coli Dunhill Financial LLC | 2 | $9.6 | $14.04 | $4.44 | 46.25% |
| DP Drew Phillips Fortitude Family Office LLC | 125 | $724 | $874.37 | $150.37 | 20.77% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,374 | $24,512.18 | $30,880.44 | $6,368.26 | 25.98% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 30,010 | $265,111.54 | $211,870.6 | -$53,240.94 | -20.08% |
Darren Tapley New England Capital Financial Advisors LLC | 557 | $4,968.44 | $3,932.42 | -$1,036.02 | -20.85% |
Kun Gao Sherbrooke Park Advisers LLC | 53,106 | $324,842.67 | $374,662.83 | $49,820.16 | 15.34% |
Kevin Kroskey True Wealth Design LLC | 57 | $331 | $404.13 | $73.13 | 22.09% |
Matthew T. Miler MilWealth Group LLC | 60 | $970 | $423.3 | -$546.7 | -56.36% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 297 | $1,848 | $2,089.39 | $241.39 | 13.06% |
Alexandra Stickelman Root Financial Partners, LLC | 903 | $5,080.35 | $6,352.6 | $1,272.25 | 25.04% |
Mathieu Boisvert Bastion Asset Management Inc. | 278,045 | $1.34M | $1.96M | $619,469.63 | 46.16% |