| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 2,942 | $403,851.72 | $436,386.86 | $32,535.14 | 8.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,438 | $204,472 | $221,322.58 | $16,850.58 | 8.24% |
William Jollie Quent Capital LLC | 549 | $57,336.27 | $81,433.17 | $24,096.9 | 42.03% |
Dalila Toledo Ascent Group LLC | 4,981 | $569,328.3 | $767,870.96 | $198,542.66 | 34.87% |
Katie Christensen iSAM Funds UKK) Ltd | 2,800 | $320,040 | $424,338.32 | $104,298.32 | 32.59% |
Mark Fiskio Empirical Asset Management LLC | 2,039 | $289,905.02 | $313,822.49 | $23,917.47 | 8.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,507 | $282,589.04 | $371,863.31 | $89,274.27 | 31.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,045 | $462,343.5 | $620,462.55 | $158,119.05 | 34.2% |
CJ Harrison DecisionPoint Financial LLC | 7 | $728.43 | $1,038.31 | $309.88 | 42.54% |
Mariana Coli Dunhill Financial LLC | 1 | $92.93 | $148.33 | $55.4 | 59.61% |
Lukas Lindgren Abound Wealth Management | 1 | $115 | $147.92 | $32.92 | 28.63% |
Drew Phillips Fortitude Family Office LLC | 30 | $4,027.26 | $4,449.9 | $422.64 | 10.49% |
Sherri Cooke Dakota Community Bank & Trust NA | 1 | $130.23 | $148.24 | $18.01 | 13.83% |
Brian Dechow SWAN Capital LLC | 98 | $9,669.08 | $15,064.07 | $5,394.99 | 55.8% |
Bert D. Barre Colonial Trust Co. / SC | 66 | $8,090.26 | $9,828.72 | $1,738.46 | 21.49% |
Brian Matter Creative Capital Management Investments LLC | 13 | $1,485.9 | $1,928.29 | $442.39 | 29.77% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,021 | $703,868.43 | $893,094.93 | $189,226.5 | 26.88% |
Kevin Kroskey True Wealth Design LLC | 309 | $40,569.04 | $45,833.97 | $5,264.93 | 12.98% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 7,313 | $835,875.9 | $1.12M | $284,840.62 | 34.08% |
Jacob Going Alpine Bank Wealth Management | 218 | $29,227 | $33,694.08 | $4,467.08 | 15.28% |