| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,085 | $2.26M | $2.6M | $334,533.22 | 14.79% |
Neisy Arnez Drucker Wealth 3.0, LLC | 669 | $251,064 | $214,404.46 | -$36,659.54 | -14.6% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 6,594 | $1.87M | $2.15M | $274,845.96 | 14.67% |
Carmen McClennon WR Wealth Planners, LLC | 2,093 | $567,265.68 | $675,913.42 | $108,647.74 | 19.15% |
Nathan Edwards IMG Wealth Management, Inc. | 43 | $12,241.91 | $13,670.99 | $1,429.08 | 11.67% |
| GHH Grace H. Holt GG Group Ventures, LLC | 1,528 | $470,242 | $492,061.84 | $21,819.84 | 4.64% |
David A Rozenson Fairscale Capital, LLC | 39 | $12,157 | $12,470.44 | $313.44 | 2.58% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 4,631 | $1.39M | $1.48M | $91,942.48 | 6.62% |
| FGS Frederic G Sauer Orion Investment Co | 11,100 | $3.34M | $3.59M | $246,653.6 | 7.38% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,412 | $457,394.82 | $452,200.06 | -$5,194.76 | -1.14% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,464 | $1.68M | $1.77M | $89,693.86 | 5.33% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 12 | $3,379.27 | $3,815.76 | $436.49 | 12.92% |
Jesper Bonnivier Avanza Fonder AB | 21,809 | $6.65M | $6.95M | $298,233.1 | 4.48% |
Tuomas Suomela S-Bank Fund Management Ltd | 685 | $257,095 | $217,631.35 | -$39,463.65 | -15.35% |
Brent Peacock KP Management LLC | 12,000 | $3.33M | $3.87M | $539,100 | 16.2% |
David Levy Diversified Enterprises LLC | 951 | $265,284.33 | $304,472.16 | $39,187.83 | 14.77% |
Matthew Riley Hickory Point Bank & Trust | 48 | $13,338 | $15,302.4 | $1,964.4 | 14.73% |
Seneschal Advisors LLC Seneschal Advisors LLC | 2 | $703 | $635.86 | -$67.14 | -9.55% |
Curtis Harrell Tounjian Advisory Partners LLC | 113 | $42,411 | $35,967.9 | -$6,443.1 | -15.19% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 768 | $287,707.32 | $244,001.28 | -$43,706.04 | -15.19% |