| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 33,475 | $651,420 | $906,837.75 | $255,417.75 | 39.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 35,233 | $792,390.17 | $954,461.97 | $162,071.8 | 20.45% |
| IH Isaac Haas Hbk Investments LP | 1.97M | $64.98M | $53.21M | -$11.77M | -18.11% |
| YA Yinka Akinsola Blue Trust Inc. | 224,780 | $6.44M | $6.09M | -$348,973.84 | -5.42% |
Kyle P. Smith NewEdge Wealth LLC | 35,139 | $875,311.25 | $956,659.27 | $81,348.02 | 9.29% |
Randy D. Kurtz Upper Left Wealth Management LLC | 13,635 | $305,539.14 | $368,758.57 | $63,219.43 | 20.69% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 637,922 | $15.31M | $17.1M | $1.79M | 11.7% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 12,000 | $341,385.01 | $327,120 | -$14,265.01 | -4.18% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 363,742 | $8.1M | $9.8M | $1.7M | 20.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,055 | $115,728.16 | $136,939.95 | $21,211.79 | 18.33% |
Jae Cho Marex Group plc | 25,000 | $905,600 | $679,875 | -$225,725 | -24.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,407 | $531,751.8 | $529,228.89 | -$2,522.91 | -0.47% |
James Rankin Modern Wealth Management, LLC | 25,910 | $822,127.42 | $707,213.45 | -$114,913.97 | -13.98% |
Luke Bunch OxenFree Capital LLC | 23,158 | $524,183.46 | $630,708.13 | $106,524.67 | 20.32% |
Jennifer Milam Mustard Seed Financial, LLC | 42,590 | $1.01M | $1.16M | $152,517.65 | 15.1% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,598 | $35,939.02 | $42,954.24 | $7,015.22 | 19.52% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 14,218 | $416,702.12 | $382,037.66 | -$34,664.46 | -8.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 44,228 | $1.26M | $1.18M | -$70,266.87 | -5.6% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 165 | $5,905 | $4,458.3 | -$1,446.7 | -24.5% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 57,385 | $1.76M | $1.56M | -$191,916.3 | -10.93% |