| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
LOM Asset Management Ltd. LOM Asset Management Ltd. | 350 | $51,663.5 | $77,990.5 | $26,327 | 50.96% |
Erik Bonnett Tripletail Wealth Management LLC | 3,776 | $484,876.16 | $841,406.08 | $356,529.92 | 73.53% |
Caldwell Trust Co Caldwell Trust Co | 200 | $48,568 | $41,895 | -$6,673 | -13.74% |
Chan Yu Eleanor Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,230 | $411,829 | $274,080.9 | -$137,748.1 | -33.45% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 44,112 | $6.23M | $9.83M | $3.6M | 57.73% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 978 | $250,712.15 | $217,927.74 | -$32,784.41 | -13.08% |
Michael Behner Nautilus Advisors LLC | 1,928 | $258,956.15 | $429,616.24 | $170,660.09 | 65.9% |
Element Squared LLC Element Squared LLC | 3,585 | $1.2M | $752,312.25 | -$448,017.75 | -37.32% |
United Financial Planning Group LLC United Financial Planning Group LLC | 83 | $20,089.37 | $18,494.89 | -$1,594.48 | -7.94% |
Invested Advisors Invested Advisors | 2,307 | $373,756.63 | $514,068.81 | $140,312.18 | 37.54% |
Plan A Wealth LLC Plan A Wealth LLC | 2,618 | $420,894.09 | $583,368.94 | $162,474.85 | 38.6% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,911 | $290,684.66 | $425,828.13 | $135,143.47 | 46.49% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,006 | $302,724.88 | $446,996.98 | $144,272.1 | 47.66% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 6,658 | $1.41M | $1.48M | $75,219.13 | 5.34% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1,118 | $362,699.03 | $233,874.42 | -$128,824.61 | -35.52% |
Eric C. Jansen Finivi Inc. | 9,774 | $1.11M | $2.09M | $985,471.94 | 89.04% |