| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 2,513 | $206,479 | $213,755.77 | $7,276.77 | 3.52% |
William Jollie Quent Capital LLC | 928 | $80,365.27 | $77,413.76 | -$2,951.51 | -3.67% |
Taro Kuriyama Axq Capita LLP | 7,006 | $618,840 | $590,745.92 | -$28,094.08 | -4.54% |
David K. Balsdon Harvest Portfolios Group Inc. | 5,065 | $351,359.31 | $421,711.9 | $70,352.59 | 20.02% |
Daniel Ronan Catalyst Financial Partners LLC | 3,337 | $277,297.31 | $283,845.21 | $6,547.9 | 2.36% |
Jeffrey Gilbert Balboa Wealth Partners | 3,439 | $297,301.55 | $286,898.57 | -$10,402.98 | -3.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 300 | $21,762 | $25,518 | $3,756 | 17.26% |
| JG John Ginter Callan Family Office LLC | 3,874 | $311,679.03 | $319,101.38 | $7,422.35 | 2.38% |
Anita Woodhouse V-Square Quantitative Management LLC | 396 | $34,979 | $33,683.76 | -$1,295.24 | -3.7% |
Mariana Coli Dunhill Financial LLC | 26 | $2,158.32 | $2,169.05 | $10.73 | 0.5% |
Drew Phillips Fortitude Family Office LLC | 7 | $548 | $595.42 | $47.42 | 8.65% |
Alex Nunnamaker Schechter Investment Advisors LLC | 3,191 | $209,248.01 | $271,426.45 | $62,178.44 | 29.72% |
David Smith Linden Thomas Advisory Services LLC | 24,155 | $1.59M | $2.05M | $467,451.59 | 29.45% |
Kevin Kroskey True Wealth Design LLC | 595 | $48,821.24 | $50,610.7 | $1,789.46 | 3.67% |
Lison Couture iA Global Asset Management Inc. | 4,266 | $376,815.78 | $362,865.95 | -$13,949.83 | -3.7% |
| DD Damir Durkovic Entropy Technologies, LP | 21,698 | $1.92M | $1.81M | -$110,008.52 | -5.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 43 | $3,665.59 | $3,657.58 | -$8.01 | -0.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11 | $938 | $925.43 | -$12.57 | -1.34% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,942 | $421,256 | $411,470.92 | -$9,785.08 | -2.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,159 | $91,020.49 | $98,584.54 | $7,564.05 | 8.31% |