| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 3,068 | $1.3M | $1.66M | $357,314.62 | 27.42% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,436 | $1.04M | $1.29M | $250,189.32 | 24.07% |
| LF Lukas Feh LGT Group Foundation | 1,199 | $910,135.35 | $653,455 | -$256,680.35 | -28.2% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 11,387 | $2.11M | $6.17M | $4.06M | 192.26% |
| LWL Leo Wealth LLC Leo Wealth LLC | 899 | $381,796 | $475,849.69 | $94,053.69 | 24.63% |
| WJ William Jollie Quent Capital LLC | 83 | $59,564.12 | $43,724.81 | -$15,839.31 | -26.59% |
Marc H. Stone Tyler-Stone Wealth Management | 360 | $298,058.4 | $190,551.6 | -$107,506.8 | -36.07% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 932 | $522,488.51 | $493,316.92 | -$29,171.59 | -5.58% |
| EW Ed West Values First Advisors Inc. | 850 | $449,119.36 | $449,913.5 | $794.14 | 0.18% |
Michael Byun SageView Advisory Group LLC | 434 | $257,202.09 | $228,633.37 | -$28,568.72 | -11.11% |
| NR Nichole Raftopoulos Nvest Financial LLC | 704 | $298,981.76 | $372,634.24 | $73,652.48 | 24.63% |
| TM Thomas Mason Mason & Associates Inc. | 1,066 | $605,413.38 | $564,244.46 | -$41,168.92 | -6.8% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,699 | $1.15M | $895,041.69 | -$250,659.68 | -21.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,168 | $676,652.34 | $1.17M | $496,170.55 | 73.33% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,250 | $208,119.54 | $671,362.75 | $463,243.21 | 222.59% |
Matthew Heller Willner & Heller LLC | 478 | $245,544.1 | $256,729.12 | $11,185.02 | 4.56% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 700 | $572,317.01 | $377,286.28 | -$195,030.73 | -34.08% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 75 | $24,371.15 | $38,415.75 | $14,044.6 | 57.63% |
Keith Williams 4D Advisors LLC | 10,000 | $5.87M | $5.37M | -$503,928 | -8.58% |
| JG John Ginter Callan Family Office LLC | 4,808 | $3.43M | $2.58M | -$847,096.66 | -24.71% |