| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 23 | $1,647.49 | $1,883.7 | $236.21 | 14.34% |
Albert Luong Canoe Financia LLP | 682,100 | $62.51M | $55.8M | -$6.71M | -10.73% |
Ana-Maria Ignat Covestor Ltd | 95 | $5,087.25 | $7,752 | $2,664.75 | 52.38% |
Lonny Elfenbein West Michigan Advisors LLC | 27,977 | $2.65M | $2.29M | -$357,406.18 | -13.51% |
| WJ William Jollie Quent Capital LLC | 353 | $24,155.79 | $28,737.73 | $4,581.94 | 18.97% |
Michael Byun SageView Advisory Group LLC | 65 | $5,087 | $5,291.65 | $204.65 | 4.02% |
| JG John Ginter Callan Family Office LLC | 3,306 | $226,917.37 | $268,381.08 | $41,463.71 | 18.27% |
Mariana Coli Dunhill Financial LLC | 1 | $78.26 | $80.97 | $2.71 | 3.46% |
| DP Drew Phillips Fortitude Family Office LLC | 160 | $12,274.11 | $12,958.4 | $684.29 | 5.58% |
Belena Vincetti Fortis Capital Advisors LLC | 11,129 | $870,955.44 | $901,337.71 | $30,382.27 | 3.49% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 5 | $473 | $403.87 | -$69.13 | -14.62% |
David D. Jones Applied Finance Capital Management LLC | 2,950 | $230,867.17 | $238,035.2 | $7,168.03 | 3.1% |
Kevin Kroskey True Wealth Design LLC | 24 | $1,473.5 | $1,963.44 | $489.94 | 33.25% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 5,000 | $472,900 | $404,925 | -$67,975 | -14.37% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 5,237 | $495,315 | $424,563.59 | -$70,751.41 | -14.28% |
| DD Damir Durkovic Entropy Technologies, LP | 7,229 | $683,719 | $584,175.49 | -$99,543.51 | -14.56% |
Alexandra Stickelman Root Financial Partners, LLC | 246 | $19,664.62 | $19,879.26 | $214.64 | 1.09% |
Jorge Paganin Abacus Wealth Partners, LLC | 2,208 | $208,833 | $178,428.48 | -$30,404.52 | -14.56% |
Ian Wang Plato Investment Management Ltd | 808 | $76,465 | $65,294.48 | -$11,170.52 | -14.61% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,624 | $440,133.81 | $454,475.44 | $14,341.63 | 3.26% |