| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 2,179 | $475,999 | $604,955.77 | $128,956.77 | 27.09% |
Argentarii LLC Argentarii, LLC | 785 | $206,088.78 | $218,567.55 | $12,478.77 | 6.06% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 2,848 | $583,102.46 | $790,690.24 | $207,587.78 | 35.6% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,125 | $547,078.91 | $589,963.75 | $42,884.84 | 7.84% |
Kings Path Partners LLC Kings Path Partners LLC | 112 | $26,656 | $31,094.56 | $4,438.56 | 16.65% |
Neisy Arnez Drucker Wealth 3.0, LLC | 1,011 | $242,307.85 | $280,683.93 | $38,376.08 | 15.84% |
Carmen McClennon WR Wealth Planners, LLC | 81 | $18,809.4 | $22,488.03 | $3,678.63 | 19.56% |
Nathan Edwards IMG Wealth Management, Inc. | 31 | $8,287.9 | $8,835.93 | $548.03 | 6.61% |
David A Rozenson Fairscale Capital, LLC | 10 | $2,452 | $2,850.3 | $398.3 | 16.24% |
Chad Warrick Summit Wealth Partners, LLC | 1,760 | $408,848.63 | $488,628.8 | $79,780.17 | 19.51% |
Greg Reidy Granite FO LLC | 12 | $3,064 | $3,331.56 | $267.56 | 8.73% |
Laurel Steward Mattson Financial Services, LLC | 8,550 | $2.1M | $2.37M | $277,422.77 | 13.23% |
Barry Carpenter Cascades Capital Asset Management, LLC | 777 | $196,984.71 | $214,537.46 | $17,552.75 | 8.91% |
Gregory A. Brown Brown Financial Advisors | 4,498 | $1.1M | $1.25M | $152,842.43 | 13.95% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 6,649 | $1.62M | $1.85M | $227,752.05 | 14.07% |
Tuomas Suomela S-Bank Fund Management Ltd | 18,306 | $4.69M | $5.08M | $388,683.32 | 8.28% |
Taryn Anderson YANKCOM Partnership | 2,569 | $619,643.22 | $713,231.47 | $93,588.25 | 15.1% |
David Levy Diversified Enterprises LLC | 4,650 | $1.24M | $1.29M | $53,721.69 | 4.34% |
Matthew Riley Hickory Point Bank & Trust | 2,559 | $601,839.07 | $710,455.17 | $108,616.1 | 18.05% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 3,000 | $702,960 | $832,890 | $129,930 | 18.48% |