| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 3,779 | $322,271.45 | $290,076.04 | -$32,195.41 | -9.99% |
Lukas Lindgren Abound Wealth Management | 6 | $247.33 | $460.56 | $213.23 | 86.21% |
Brian Dechow SWAN Capital LLC | 60 | $2,734 | $4,605.6 | $1,871.6 | 68.46% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 8,598 | $420,828.41 | $659,982.48 | $239,154.07 | 56.83% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,584 | $451,649 | $428,627.84 | -$23,021.16 | -5.1% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 7 | $682 | $537.32 | -$144.68 | -21.21% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 3,009 | $243,398 | $229,977.87 | -$13,420.13 | -5.51% |
| MV Moises Valladares Insigneo Advisory Services LLC | 3,352 | $326,351 | $257,299.52 | -$69,051.48 | -21.16% |
| DS David Smith Linden Thomas Advisory Services LLC | 4,103 | $298,946.05 | $314,946.28 | $16,000.23 | 5.35% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 95 | $9,249.2 | $7,292.2 | -$1,957 | -21.16% |
Kevin Kroskey True Wealth Design LLC | 75 | $3,176.79 | $5,757 | $2,580.21 | 81.22% |
Jill Batley Gateway Wealth Partners LLC | 2,524 | $245,736 | $193,742.24 | -$51,993.76 | -21.16% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 3,935 | $335,576.8 | $302,050.6 | -$33,526.2 | -9.99% |
Matthew T. Miler MilWealth Group LLC | 37 | $3,603 | $2,840.12 | -$762.88 | -21.17% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 94 | $5,987.09 | $7,215.44 | $1,228.35 | 20.52% |
Alexandra Stickelman Root Financial Partners, LLC | 72 | $6,252.56 | $5,526.72 | -$725.84 | -11.61% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,201 | $699,381 | $629,508.76 | -$69,872.24 | -9.99% |
Courtney Holt Compound Planning, Inc. | 15,905 | $554,080.87 | $1.22M | $666,786.93 | 120.34% |
Shawn Scholz Impact Partnership Wealth, LLC | 12,797 | $1.25M | $982,297.72 | -$263,572.28 | -21.16% |
Thomas Healy PFW Advisors LLC | 5,435 | $439,637 | $417,190.6 | -$22,446.4 | -5.11% |