| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 3,892 | $934,771.28 | $766,840.76 | -$167,930.52 | -17.96% |
Jared Schneid Connective Portfolio Management LLC | 6,000 | $682,620 | $1.14M | $455,460 | 66.72% |
Li Peng China Universal Asset Management Co. Ltd. | 6,052 | $1.49M | $1.15M | -$347,317.42 | -23.24% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,265 | $165,865.61 | $240,767.45 | $74,901.84 | 45.16% |
Katherine Andersen Western Pacific Wealth Management LP | 2,415 | $274,754.55 | $460,685.4 | $185,930.85 | 67.67% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 6 | $1,281.67 | $1,141.42 | -$140.25 | -10.94% |
| MS Marek Sestak Czech National Bank | 57,752 | $14.52M | $10.95M | -$3.58M | -24.64% |
Clint Dunn Beaird Harris Wealth Management LLC | 7 | $1,682.92 | $1,333.81 | -$349.11 | -20.74% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,721 | $353,512.32 | $516,894.76 | $163,382.44 | 46.22% |
Lisa Cooper Figure 8 Investment Strategies LLC | 6,571 | $1.11M | $1.3M | $190,508.88 | 17.19% |
Ana-Maria Ignat Covestor Ltd | 514 | $66,778.88 | $101,067.82 | $34,288.94 | 51.35% |
Andrew Burkey Joseph Group Capital Management | 91 | $11,386.67 | $17,349.15 | $5,962.48 | 52.36% |
James Langer Redmont Wealth Advisors LLC | 25 | $6,000 | $4,758.37 | -$1,241.63 | -20.69% |
W. Travis McKinney HB Wealth Management LLC | 20,328 | $3.18M | $4M | $814,415.21 | 25.59% |
| MC mike Chen Byrne Asset Management LLC | 33 | $4,287.36 | $6,292.6 | $2,005.24 | 46.77% |
Jeremy Baltz Raleigh Capital Management Inc. | 14 | $3,370.22 | $2,654.68 | -$715.54 | -21.23% |
William Jollie Quent Capital LLC | 287 | $56,567.98 | $56,432.81 | -$135.17 | -0.24% |
Missy Straw Nilsine Partners LLC | 21,804 | $2.66M | $4.15M | $1.5M | 56.36% |
| EM Erin Mccann Simplicity Wealth LLC | 2,094 | $267,918.08 | $411,994.5 | $144,076.42 | 53.78% |
| JZ James Zenker Grafton Street Partners Fund LP | 82,468 | $20.83M | $15.69M | -$5.14M | -24.67% |