| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 700 | $90,853 | $116,543 | $25,690 | 28.28% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 652 | $115,208 | $108,264.6 | -$6,943.4 | -6.03% |
Dean Pelos Commonwealth Retirement Investments LLC | 139 | $24,561 | $23,114.31 | -$1,446.69 | -5.89% |
Andy Peters Goldstein Advisors LLC | 1,348 | $238,192 | $223,835.4 | -$14,356.6 | -6.03% |
Brendan G. Moody Watershed Private Wealth LLC | 4,000 | $387,888 | $664,200 | $276,312 | 71.23% |
| LK Lenny Kisin Applied Capital LLC/FL | 1,215 | $214,691 | $201,604.95 | -$13,086.05 | -6.1% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,240 | $219,108 | $207,799.2 | -$11,308.8 | -5.16% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,875 | $379,056.32 | $644,218.75 | $265,162.43 | 69.95% |
Kevin Kroskey True Wealth Design LLC | 314 | $41,945.16 | $52,139.7 | $10,194.54 | 24.3% |
Jill Batley Gateway Wealth Partners LLC | 1,243 | $168,237 | $206,816.55 | $38,579.55 | 22.93% |
Jennifer Henry Continuum Wealth Advisors LLC | 1,424 | $251,621 | $235,985.28 | -$15,635.72 | -6.21% |
| PIL PFG Investments LLC PFG Investments LLC | 1,707 | $226,862.91 | $283,259.58 | $56,396.67 | 24.86% |
| DD Damir Durkovic Entropy Technologies, LP | 15,576 | $2.75M | $2.57M | -$183,485.08 | -6.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 79 | $13,960 | $13,138.09 | -$821.91 | -5.89% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,621 | $1.12M | $1.44M | $317,441.32 | 28.36% |
Courtney Holt Compound Planning, Inc. | 10,317 | $1.16M | $1.71M | $556,141.61 | 48.08% |
Ian Wang Plato Investment Management Ltd | 26,449 | $4.05M | $4.39M | $336,580.02 | 8.3% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,206 | $213,100 | $199,689.48 | -$13,410.52 | -6.29% |
Annmarie Young KPP Advisory Services LLC | 1,476 | $260,811 | $245,739.24 | -$15,071.76 | -5.78% |
Tony Macafee UniSuper Management Pty Ltd | 18,534 | $2.12M | $3.09M | $965,368.96 | 45.52% |