| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Schroeder Longaeva Partners LP | 11,747 | $3.88M | $3.84M | -$38,178.25 | -0.98% |
Heather LeVar Roxbury Financial LLC | 69 | $17,486.96 | $22,113.81 | $4,626.85 | 26.46% |
| BM Berkeley Meredith Hughes Financial Services LLC | 67 | $16,527.92 | $21,472.83 | $4,944.91 | 29.92% |
| JA Joshua Angell Poinciana Advisors Group LLC | 839 | $223,459.55 | $268,891.1 | $45,431.55 | 20.33% |
| JA Jonathan Ameen Impact Capital Partners LLC | 1,355 | $366,416.64 | $434,263.94 | $67,847.3 | 18.52% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 43 | $12,692.33 | $13,373 | $680.67 | 5.36% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 1,546 | $386,204 | $495,477.52 | $109,273.52 | 28.29% |
| DN Daniel Newman Noble Wealth Management PBC | 101 | $24,962.9 | $32,369.49 | $7,406.59 | 29.67% |
| FG Fabian Guerra Guerra Advisors Inc. | 25 | $6,486 | $8,012.25 | $1,526.25 | 23.53% |
| DP Devin Peterson Haven Capital Group Inc. | 12,661 | $3.12M | $4.06M | $942,023.16 | 30.23% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 761 | $251,480.05 | $236,671 | -$14,809.05 | -5.89% |
Yuen Man Lee Persistent Asset Partners Ltd. | 519 | $171,509 | $164,824.01 | -$6,684.99 | -3.9% |
| GLF Groupe La Francaise Groupe La Francaise | 19,548 | $4.97M | $6.45M | $1.49M | 29.94% |
Navigoe LLC Navigoe LLC | 4 | $1,321.84 | $1,281.96 | -$39.88 | -3.02% |
| SCL Stance Capital LLC Stance Capital LLC | 9,375 | $3.1M | $3.07M | -$30,469.34 | -0.98% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,276 | $1.1M | $1.37M | $272,380.2 | 24.81% |
| RFL Rossby Financial LLC Rossby Financial LLC | 379 | $115,078.96 | $121,465.71 | $6,386.75 | 5.55% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 1 | $227.55 | $327.21 | $99.66 | 43.8% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 44 | $14,541 | $14,101.56 | -$439.44 | -3.02% |
| WJ William Jones TEMA ETFs LLC | 3,813 | $1.01M | $1.22M | $211,563.33 | 20.94% |