| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 4,199 | $1.63M | $2.66M | $1.03M | 63.18% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 487 | $347,333 | $309,157.34 | -$38,175.66 | -10.99% |
Andrew Bowers BridgePort Financial Solutions, LLC | 484 | $204,459.25 | $306,952.8 | $102,493.55 | 50.13% |
Carmen McClennon WR Wealth Planners, LLC | 223 | $66,472.08 | $141,426.6 | $74,954.52 | 112.76% |
Nathan Edwards IMG Wealth Management, Inc. | 16 | $8,470 | $10,304.48 | $1,834.48 | 21.66% |
David A Rozenson Fairscale Capital, LLC | 958 | $302,367.5 | $616,980.77 | $314,613.27 | 104.05% |
Chris Bulman Inc. Chris Bulman Inc | 378 | $109,227.36 | $239,727.6 | $130,500.24 | 119.48% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 393 | $280,291.54 | $249,240.6 | -$31,050.94 | -11.08% |
| FGS Frederic G Sauer Orion Investment Co | 22,737 | $6.41M | $14.43M | $8.02M | 125.14% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 369 | $188,907.44 | $235,366.64 | $46,459.2 | 24.59% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,298 | $1.1M | $2.09M | $987,652.04 | 89.47% |
Jesper Bonnivier Avanza Fonder AB | 240 | $83,664 | $152,208 | $68,544 | 81.93% |
Barry Carpenter Cascades Capital Asset Management, LLC | 468 | $149,088.26 | $295,429.68 | $146,341.42 | 98.16% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 33 | $23,536 | $20,928.6 | -$2,607.4 | -11.08% |
Brent Peacock KP Management LLC | 10,000 | $2.4M | $6.31M | $3.92M | 163.5% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 346 | $186,154.97 | $226,782.24 | $40,627.27 | 21.82% |
Taryn Anderson YANKCOM Partnership | 726 | $456,893.91 | $460,429.21 | $3,535.3 | 0.77% |
David Levy Diversified Enterprises LLC | 315 | $224,661 | $199,773 | -$24,888 | -11.08% |
Matthew Riley Hickory Point Bank & Trust | 1,775 | $616,760.31 | $1.13M | $508,944.71 | 82.52% |
Seneschal Advisors LLC Seneschal Advisors LLC | 3 | $1,268 | $1,893.78 | $625.78 | 49.35% |