| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 10 | $2,893.3 | $4,415.15 | $1,521.85 | 52.6% |
William Jollie Quent Capital LLC | 154 | $51,402.96 | $70,313.32 | $18,910.36 | 36.79% |
Dalila Toledo Ascent Group LLC | 933 | $251,266.29 | $413,566.24 | $162,299.95 | 64.59% |
Michael Byun SageView Advisory Group LLC | 762 | $232,592.5 | $336,468.72 | $103,876.22 | 44.66% |
Dan Mohr Retireful LLC | 3,745 | $1.52M | $1.69M | $175,474.19 | 11.58% |
Timothy Gerlach Novem Group | 3,165 | $1.32M | $1.4M | $84,759.1 | 6.44% |
Daniel Ronan Catalyst Financial Partners LLC | 606 | $252,072 | $268,730.7 | $16,658.7 | 6.61% |
Kevin Zemann WealthPlan Investment Management LLC | 512 | $227,932.15 | $233,768.95 | $5,836.8 | 2.56% |
William Cantus Pacific Sage Partners LLC | 7,077 | $1.02M | $3.25M | $2.23M | 218.25% |
CJ Harrison DecisionPoint Financial LLC | 4 | $1,385.62 | $1,826.32 | $440.7 | 31.81% |
| JG John Ginter Callan Family Office LLC | 835 | $241,476.28 | $377,273.87 | $135,797.59 | 56.24% |
| TIM Tevis Investment Management Tevis Investment Management | 540 | $214,277.4 | $245,067.12 | $30,789.72 | 14.37% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,762 | $559,247.32 | $804,493.94 | $245,246.62 | 43.85% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 26,353 | $5.24M | $11.68M | $6.44M | 122.94% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 70 | $14,779.5 | $31,038 | $16,258.5 | 110.01% |
Mariana Coli Dunhill Financial LLC | 10 | $2,909.3 | $4,565.8 | $1,656.5 | 56.94% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 59 | $15,060 | $26,152.63 | $11,092.63 | 73.66% |
Lukas Lindgren Abound Wealth Management | 5 | $1,086.36 | $2,273.82 | $1,187.46 | 109.31% |
Drew Phillips Fortitude Family Office LLC | 48 | $14,619.08 | $21,915.84 | $7,296.76 | 49.91% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 781 | $227,363.97 | $344,854.45 | $117,490.48 | 51.68% |