| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 12,633 | $190,000 | $190,252.98 | $252.98 | 0.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,279 | $131,561.69 | $215,041.74 | $83,480.05 | 63.45% |
| JG John Ginter Callan Family Office LLC | 91,306 | $1.19M | $1.36M | $167,393.29 | 14.04% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 11,000 | $119,460 | $165,660 | $46,200 | 38.67% |
Lukas Lindgren Abound Wealth Management | 30 | $402.81 | $451.8 | $48.99 | 12.16% |
Brian Matter Creative Capital Management Investments LLC | 125 | $1,988.75 | $1,882.5 | -$106.25 | -5.34% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 27,684 | $416,367 | $411,245.82 | -$5,121.18 | -1.23% |
Darren Tapley New England Capital Financial Advisors LLC | 175 | $2,785 | $2,635.5 | -$149.5 | -5.37% |
Moises Valladares Insigneo Advisory Services LLC | 109,006 | $1.08M | $1.49M | $402,269.82 | 37.13% |
Ashley Buboltz Moran Wealth Management LLC | 103,842 | $1.32M | $1.54M | $227,098.25 | 17.26% |
Kevin Kroskey True Wealth Design LLC | 538 | $6,464.54 | $8,102.28 | $1,637.74 | 25.33% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 19,323 | $192,819.18 | $278,637.66 | $85,818.48 | 44.51% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 84,550 | $953,859.22 | $1.26M | $305,090.28 | 31.98% |
Dana Isaacs ClearAlpha Technologies LP | 72,300 | $1.11M | $985,449 | -$127,395.76 | -11.45% |
Courtney Holt Compound Planning, Inc. | 96,652 | $1.05M | $1.46M | $403,973.41 | 38.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 51,842 | $688,501.22 | $780,740.52 | $92,239.3 | 13.4% |
Mathieu Cornu Pictet Asset Management Holding SA | 148,305 | $2.36M | $2.23M | -$126,059.69 | -5.34% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 94,913 | $1.19M | $1.43M | $234,536.01 | 19.63% |
Jae Cho Marex Group plc | 79,908 | $981,703.08 | $1.09M | $107,442.96 | 10.94% |
NICOLE MARTIN Arlington Trust Co LLC | 200 | $3,182 | $3,012 | -$170 | -5.34% |