| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Camaron Barta BXM Wealth LLC | 789 | $570,224 | $400,551.64 | -$169,672.36 | -29.76% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 1,913 | $447,442.71 | $1.03M | $584,238.17 | 130.57% |
| RN Ron New Whipplewood Advisors LLC | 419 | $261,340.59 | $212,713.73 | -$48,626.86 | -18.61% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 348 | $251,303 | $176,669.16 | -$74,633.84 | -29.7% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 1,872 | $295,495.25 | $950,358.26 | $654,863.01 | 221.62% |
Cache Advisors LLC Cache Advisors LLC | 17,867 | $7.73M | $9.07M | $1.34M | 17.39% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 72,506 | $13.28M | $39.1M | $25.82M | 194.44% |
| PBS P. Brian Saxton Saiph Capital LLC | 650 | $469,950 | $329,985.51 | -$139,964.49 | -29.78% |
May Barnhard Investments LLC May Barnhard Investments LLC | 334 | $241,482 | $169,561.78 | -$71,920.22 | -29.78% |
Financial Harvest LLC Financial Harvest LLC | 511 | $369,453 | $275,582.29 | -$93,870.71 | -25.41% |
| AC Andrew Carter Panoramic Capital Partners LLC | 720 | $246,088.47 | $388,295.99 | $142,207.52 | 57.79% |
| LG Luc Gaudet Louisbourg Investments Inc. | 10 | $2,360 | $5,076.7 | $2,716.7 | 115.11% |
George Hall II One8Zero8 LLC | 1,185 | $216,938.42 | $639,070.49 | $422,132.07 | 194.59% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 557 | $402,540 | $282,772.2 | -$119,767.8 | -29.75% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 926 | $189,786.29 | $470,102.43 | $280,316.14 | 147.7% |
| IAL IFC Advisors LLC IFC Advisors LLC | 348 | $251,604 | $192,113.4 | -$59,490.6 | -23.64% |
| TS Thomas Stadum Fjell Capital LLC | 1,117 | $287,057.6 | $567,067.4 | $280,009.8 | 97.54% |
| FLP Financial Life Planners Financial Life Planners | 214 | $73,028 | $108,641.38 | $35,613.38 | 48.77% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 3,631 | $598,753.19 | $1.84M | $1.24M | 207.86% |
| SC Stacey Cole Haven Private LLC | 2,516 | $488,547.66 | $1.28M | $788,750.09 | 161.45% |