| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 2,026 | $232,990 | $240,526.72 | $7,536.72 | 3.23% |
CJ Harrison DecisionPoint Financial LLC | 52 | $2,517 | $5,895.76 | $3,378.76 | 134.24% |
| JG John Ginter Callan Family Office LLC | 2,313 | $266,022 | $262,247.94 | -$3,774.06 | -1.42% |
Rachel Faulk Cape Investment Advisory Inc. | 35 | $4,025 | $3,968.3 | -$56.7 | -1.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 408 | $36,969 | $46,279.44 | $9,310.44 | 25.18% |
Drew Phillips Fortitude Family Office LLC | 41 | $2,514.92 | $4,650.22 | $2,135.3 | 84.91% |
Matthew Zienty Cardinal Point Capital Management ULC | 29,132 | $1.7M | $3.3M | $1.6M | 93.98% |
Loni Adams Daymark Wealth Partners LLC | 4,818 | $354,480.19 | $546,264.84 | $191,784.65 | 54.1% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,591 | $182,789.45 | $177,491.96 | -$5,297.49 | -2.9% |
Ashley Buboltz Moran Wealth Management LLC | 3,253 | $246,654.9 | $377,348 | $130,693.1 | 52.99% |
Paul B. Ordonio Park Place Capital Corp. | 301 | $12,846.68 | $34,127.38 | $21,280.7 | 165.65% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,586 | $254,405.59 | $406,759.98 | $152,354.39 | 59.89% |
Kevin Kroskey True Wealth Design LLC | 101 | $8,574.58 | $11,457.44 | $2,882.86 | 33.62% |
Beth Zilka Baron Wealth Management LLC | 3,995 | $306,414.14 | $445,562.35 | $139,148.21 | 45.41% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 101 | $11,615 | $11,448.35 | -$166.65 | -1.43% |
Jorge Paganin Abacus Wealth Partners, LLC | 3,218 | $294,659.17 | $365,210.82 | $70,551.65 | 23.94% |
Courtney Holt Compound Planning, Inc. | 13,814 | $886,151.2 | $1.57M | $679,389.42 | 76.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 14 | $1,269 | $1,586.62 | $317.62 | 25.03% |
Ian Wang Plato Investment Management Ltd | 59,922 | $4.28M | $6.79M | $2.51M | 58.62% |
Chad Tobin Slagle Financial, LLC | 2,422 | $193,477.03 | $274,570.03 | $81,093 | 41.91% |