| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Liberti Wealth Effects LLC | 2,920 | $202,706.4 | $226,504.4 | $23,798 | 11.74% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,967 | $322,355.38 | $540,430.19 | $218,074.81 | 67.65% |
Ana-Maria Ignat Covestor Ltd | 132 | $7,207.2 | $10,239.24 | $3,032.04 | 42.07% |
Bill McVay Red Tortoise LLC | 257 | $12,166.38 | $19,935.49 | $7,769.11 | 63.86% |
W. Travis McKinney HB Wealth Management LLC | 8,092 | $485,129.53 | $627,696.44 | $142,566.91 | 29.39% |
William Jollie Quent Capital LLC | 542 | $32,216.48 | $42,042.94 | $9,826.46 | 30.5% |
James Peterson Nearwater Capital Markets Ltd. | 778,000 | $56.57M | $60.35M | $3.78M | 6.68% |
Patricia A. Thompson Leeward Investments LLC - MA | 99,554 | $5.43M | $7.72M | $2.29M | 42.16% |
Scott Williams Investmark Advisory Group LLC | 3,705 | $202,621.78 | $287,396.85 | $84,775.07 | 41.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,476 | $584,831.13 | $890,193.32 | $305,362.19 | 52.21% |
Vito Collacuro Sutton Place Investors LLC | 11,525 | $623,563.43 | $893,994.25 | $270,430.82 | 43.37% |
Anita Woodhouse V-Square Quantitative Management LLC | 583 | $36,694 | $45,223.31 | $8,529.31 | 23.24% |
Mariana Coli Dunhill Financial LLC | 3 | $188.82 | $232.71 | $43.89 | 23.24% |
Belena Vincetti Fortis Capital Advisors LLC | 6,285 | $480,300 | $487,527.45 | $7,227.45 | 1.5% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7,540 | $576,207 | $584,877.8 | $8,670.8 | 1.5% |
Loren Sauer Slotnik Capital LLC | 154,000 | $10.69M | $11.95M | $1.26M | 11.74% |
Darren Tapley New England Capital Financial Advisors LLC | 438 | $27,464.3 | $33,975.66 | $6,511.36 | 23.71% |
Paul B. Ordonio Park Place Capital Corp. | 32 | $2,014.08 | $2,482.24 | $468.16 | 23.24% |
| PIL PFG Investments LLC PFG Investments LLC | 3,707 | $175,189.87 | $287,551.99 | $112,362.12 | 64.14% |
Courtney Holt Compound Planning, Inc. | 5,805 | $325,756.32 | $450,293.85 | $124,537.53 | 38.23% |