| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 1,588 | $230,720.5 | $233,451.88 | $2,731.38 | 1.18% |
William Jollie Quent Capital LLC | 157 | $15,434.59 | $23,080.57 | $7,645.98 | 49.54% |
Jim Clark Worth Asset Management LLC | 6,855 | $438,134.16 | $1.01M | $571,264.59 | 130.39% |
CJ Harrison DecisionPoint Financial LLC | 1 | $145 | $147.01 | $2.01 | 1.39% |
| JG John Ginter Callan Family Office LLC | 2,005 | $213,949.64 | $294,895.4 | $80,945.76 | 37.83% |
Lukas Lindgren Abound Wealth Management | 19 | $1,780.62 | $2,793.76 | $1,013.14 | 56.9% |
Drew Phillips Fortitude Family Office LLC | 647 | $92,906.26 | $95,115.47 | $2,209.21 | 2.38% |
Brian Matter Creative Capital Management Investments LLC | 14 | $2,034.06 | $2,058.14 | $24.08 | 1.18% |
Loren Sauer Slotnik Capital LLC | 45,000 | $6.54M | $6.61M | $76,050 | 1.16% |
Kevin Kroskey True Wealth Design LLC | 8 | $617.33 | $1,176.08 | $558.75 | 90.51% |
| JC Jared Calvert Buck Wealth Strategies LLC | 66 | $9,589 | $9,707.28 | $118.28 | 1.23% |
| DD Damir Durkovic Entropy Technologies, LP | 8,550 | $1.24M | $1.26M | $14,962 | 1.2% |
Courtney Holt Compound Planning, Inc. | 1,679 | $243,913 | $246,947.32 | $3,034.32 | 1.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,268 | $169,749.66 | $186,472.08 | $16,722.42 | 9.85% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,953 | $585,202.76 | $1.02M | $436,957.77 | 74.67% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 13 | $1,092.23 | $1,911.78 | $819.55 | 75.03% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,467 | $310,568.62 | $509,926.36 | $199,357.74 | 64.19% |
Kevin Bresler TD Waterhouse Canada Inc. | 66 | $5,795 | $9,705.96 | $3,910.96 | 67.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,654 | $240,376 | $243,237.24 | $2,861.24 | 1.19% |
Curtis Burkholder Bare Financial Services, Inc | 220 | $25,543.77 | $32,342.2 | $6,798.43 | 26.61% |