| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 11,108 | $234,512.3 | $261,482.32 | $26,970.02 | 11.5% |
William Jollie Quent Capital LLC | 299 | $6,021.86 | $7,038.46 | $1,016.6 | 16.88% |
Ed West Values First Advisors Inc. | 14,754 | $213,562.82 | $346,571.46 | $133,008.64 | 62.28% |
Taro Kuriyama Axq Capita LLP | 50,448 | $1.24M | $1.19M | -$52,213.4 | -4.21% |
CJ Harrison DecisionPoint Financial LLC | 14 | $338 | $329.56 | -$8.44 | -2.5% |
| JG John Ginter Callan Family Office LLC | 161,687 | $2.28M | $3.83M | $1.56M | 68.49% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,148 | $28,252 | $27,023.92 | -$1,228.08 | -4.35% |
Mariana Coli Dunhill Financial LLC | 18 | $420 | $423.72 | $3.72 | 0.89% |
Lukas Lindgren Abound Wealth Management | 74 | $1,780 | $1,739 | -$41 | -2.3% |
Drew Phillips Fortitude Family Office LLC | 719 | $16,169.05 | $16,925.26 | $756.21 | 4.68% |
Brian Matter Creative Capital Management Investments LLC | 149 | $3,686.26 | $3,507.46 | -$178.8 | -4.85% |
Sue Oleari Trifecta Capital Advisors LLC | 21 | $517 | $493.5 | -$23.5 | -4.55% |
David Smith Linden Thomas Advisory Services LLC | 26,385 | $631,393 | $619,255.95 | -$12,137.05 | -1.92% |
Kevin Kroskey True Wealth Design LLC | 848 | $18,471.25 | $19,961.92 | $1,490.67 | 8.07% |
| JC Jared Calvert Buck Wealth Strategies LLC | 7 | $172 | $165.55 | -$6.45 | -3.75% |
Scott Boyce Decker Retirement Planning Inc. | 161 | $3,971 | $3,792.35 | -$178.65 | -4.5% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 961 | $21,592.03 | $22,564.28 | $972.25 | 4.5% |
Courtney Holt Compound Planning, Inc. | 20,552 | $375,552.55 | $484,205.12 | $108,652.57 | 28.93% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10 | $226 | $235.9 | $9.9 | 4.38% |
Andrew Halac Talon Private Wealth, LLC | 31,676 | $779,546 | $743,752.48 | -$35,793.52 | -4.59% |