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Roundhill Generative AI & Technology ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 163,188 | $16.1M | $13.81M | -$2.29M | -14.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,587 | $1.43M | $1.32M | -$115,580.02 | -8.06% |
| NA Nizar Araji National Bank Of Canada /FI/ | 20 | $1,973.6 | $1,665.8 | -$307.8 | -15.6% |
| JL Jeremiah Ludington Mainstay Capital Management LLC /ADV | 992,705 | $60.18M | $84.01M | $23.83M | 39.61% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 18,658 | $744,555.59 | $1.55M | $809,469.23 | 108.72% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 22,529 | $1.62M | $1.88M | $251,497.36 | 15.48% |
| YA Yinka Akinsola Blue Trust Inc. | 1,244 | $64,197.4 | $105,279.72 | $41,082.32 | 63.99% |
 Jeff Ameen Spire Wealth Management | 1,231 | $63,067.35 | $102,529.99 | $39,462.64 | 62.57% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 200 | $7,484 | $15,930 | $8,446 | 112.85% |
 Eddie Wilcox Rollins Financial Advisors LLC | 4,472 | $313,423.01 | $363,528.88 | $50,105.87 | 15.99% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 25 | $2,467 | $2,079.5 | -$387.5 | -15.71% |
 Timothy J. Landolt Endowment Wealth Management Inc. | 11,473 | $550,709.98 | $926,788.94 | $376,078.96 | 68.29% |
 Craig Kurth PCG Wealth Advisors LLC | 2,111 | $208,313.48 | $170,526.58 | -$37,786.9 | -18.14% |
 Jaimie Palmer Beacon Capital Management LLC | 2,079 | $205,155.72 | $169,012.3 | -$36,143.42 | -17.62% |
 Kevin Zemann WealthPlan Investment Management LLC | 19,617 | $1.33M | $1.66M | $329,650.06 | 24.78% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,020 | $364,341.33 | $494,813.9 | $130,472.57 | 35.81% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 167 | $10,445.89 | $13,271.49 | $2,825.6 | 27.05% |
 Jessica Thayer Unique Wealth LLC | 29,516 | $1.91M | $2.37M | $460,670.97 | 24.17% |
 Belena Vincetti Fortis Capital Advisors LLC | 3,132 | $309,066 | $250,074.54 | -$58,991.46 | -19.09% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 442 | $16,492 | $35,143.42 | $18,651.42 | 113.09% |
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