| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 57,375 | $4.56M | $4.6M | $41,309.5 | 0.91% |
Chris Chatto Encompass More Asset Management | 69,393 | $4.9M | $5.56M | $663,820.97 | 13.55% |
Jay David Franklin Clarity Capital Advisors, LLC | 5,197 | $481,710 | $416,487.58 | -$65,222.42 | -13.54% |
Amber Baker NDVR, Inc. | 56,736 | $2.95M | $4.55M | $1.6M | 54.15% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 60 | $3,128 | $4,808.4 | $1,680.4 | 53.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,815 | $577,647.06 | $595,153.95 | $17,506.89 | 3.03% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,644 | $602,426.21 | $921,557.52 | $319,131.31 | 52.97% |
Seth Hodes Able Wealth Management LLC | 12,096 | $1M | $969,373.44 | -$31,557.5 | -3.15% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,019 | $362,642.53 | $402,222.66 | $39,580.13 | 10.91% |
Angela Pompian Sunpointe, LLC | 13,318 | $1.11M | $1.07M | -$46,052.28 | -4.14% |
Patrick Gaul Oceanside Advisors LLC | 5,673 | $255,249.37 | $454,634.22 | $199,384.85 | 78.11% |
D. Garet Strange Hobbs Group Advisors, LLC | 43,356 | $2.05M | $3.79M | $1.73M | 84.54% |
Kyle Jones Pineridge Advisors LLC | 4,465 | $233,487.88 | $357,825.1 | $124,337.22 | 53.25% |
| CI CacheTech Inc. CacheTech Inc. | 21,843 | $1.83M | $1.9M | $69,389.14 | 3.8% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 136,361 | $11.74M | $10.93M | -$809,640.84 | -6.9% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 1.49M | $112.48M | $128.81M | $16.33M | 14.52% |
Kayla Tweedy JBR Co Financial Management Inc | 16,379 | $1.37M | $1.31M | -$54,787.26 | -4.01% |
Ian Jameson American Capital Advisory, LLC | 44 | $2,685.36 | $3,526.16 | $840.8 | 31.31% |
Chris M. Frantz Catalina Capital Group, LLC | 3,741 | $285,400.29 | $299,803.74 | $14,403.45 | 5.05% |
David Hobbs Hobbs Wealth Management, LLC | 4,657 | $343,209.89 | $373,211.98 | $30,002.09 | 8.74% |