| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ed West Values First Advisors Inc. | 1,529 | $189,335.95 | $221,108.69 | $31,772.74 | 16.78% |
Taro Kuriyama Axq Capita LLP | 3,991 | $517,180.6 | $581,648.34 | $64,467.74 | 12.47% |
Katie Christensen iSAM Funds UKK) Ltd | 3,700 | $472,527.17 | $535,057 | $62,529.83 | 13.23% |
CJ Harrison DecisionPoint Financial LLC | 3 | $423 | $437.19 | $14.19 | 3.35% |
| JG John Ginter Callan Family Office LLC | 4,127 | $536,131.81 | $603,326.13 | $67,194.32 | 12.53% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,250 | $279,052.53 | $325,372.5 | $46,319.97 | 16.6% |
Mariana Coli Dunhill Financial LLC | 12 | $1,550.46 | $1,748.76 | $198.3 | 12.79% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 65 | $8,884 | $9,562.15 | $678.15 | 7.63% |
Drew Phillips Fortitude Family Office LLC | 70 | $8,971.41 | $10,201.1 | $1,229.69 | 13.71% |
Loni Adams Daymark Wealth Partners LLC | 4,428 | $533,671.93 | $650,118.96 | $116,447.03 | 21.82% |
Brian Matter Creative Capital Management Investments LLC | 29 | $4,058.26 | $4,226.17 | $167.91 | 4.14% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,000 | $274,560 | $289,220 | $14,660 | 5.34% |
Sue Oleari Trifecta Capital Advisors LLC | 1,400 | $170,100 | $203,882 | $33,782 | 19.86% |
| LK Lenny Kisin Applied Capital LLC/FL | 8,498 | $1.13M | $1.24M | $112,250.24 | 9.94% |
David Smith Linden Thomas Advisory Services LLC | 12,268 | $1.61M | $1.79M | $179,336.11 | 11.16% |
Kevin Kroskey True Wealth Design LLC | 233 | $32,033 | $33,955.09 | $1,922.09 | 6% |
Lison Couture iA Global Asset Management Inc. | 1,194 | $167,088.36 | $173,882.22 | $6,793.86 | 4.07% |
Jacob Going Alpine Bank Wealth Management | 185 | $25,889 | $26,941.55 | $1,052.55 | 4.07% |
| DD Damir Durkovic Entropy Technologies, LP | 17,533 | $2.24M | $2.55M | $309,281.79 | 13.81% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 168 | $22,842.1 | $24,538.08 | $1,695.98 | 7.42% |