| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 5,115 | $2.17M | $2.74M | $562,268.14 | 25.86% |
Sanket Patel Paradoxiom Capital L.P. | 11,677 | $4.07M | $6.23M | $2.15M | 52.93% |
Argentarii LLC Argentarii, LLC | 333 | $237,498.94 | $178,131.69 | -$59,367.25 | -25% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 15,200 | $5.94M | $7.98M | $2.04M | 34.28% |
Kings Path Partners LLC Kings Path Partners LLC | 30 | $21,396 | $16,127.1 | -$5,268.9 | -24.63% |
Neisy Arnez Drucker Wealth 3.0, LLC | 4,199 | $1.63M | $2.26M | $627,298.33 | 38.44% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 487 | $347,333 | $257,559.69 | -$89,773.31 | -25.85% |
Andrew Bowers BridgePort Financial Solutions, LLC | 484 | $204,459.25 | $260,033.84 | $55,574.59 | 27.18% |
Carmen McClennon WR Wealth Planners, LLC | 223 | $66,472.08 | $117,141.9 | $50,669.82 | 76.23% |
Nathan Edwards IMG Wealth Management, Inc. | 16 | $8,470 | $8,604.64 | $134.64 | 1.59% |
David A Rozenson Fairscale Capital, LLC | 958 | $302,367.5 | $515,164.5 | $212,797 | 70.38% |
Chris Bulman Inc. Chris Bulman Inc | 378 | $109,227.36 | $203,269.5 | $94,042.14 | 86.1% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 393 | $280,291.54 | $210,891.66 | -$69,399.88 | -24.76% |
| FGS Frederic G Sauer Orion Investment Co | 22,737 | $6.41M | $11.95M | $5.54M | 86.46% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 369 | $188,907.44 | $199,130.85 | $10,223.41 | 5.41% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,298 | $1.1M | $1.75M | $643,307.83 | 58.27% |
Jesper Bonnivier Avanza Fonder AB | 240 | $83,664 | $128,949.6 | $45,285.6 | 54.13% |
Barry Carpenter Cascades Capital Asset Management, LLC | 468 | $149,088.26 | $250,419.78 | $101,331.52 | 67.97% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 33 | $23,536 | $17,726.94 | -$5,809.06 | -24.68% |
Brent Peacock KP Management LLC | 10,000 | $2.4M | $5.25M | $2.85M | 119.09% |