| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 4,792 | $344,663.7 | $488,831.92 | $144,168.22 | 41.83% |
Andy Warning Resolute Wealth Strategies LLC | 3,208 | $304,654.63 | $332,862.08 | $28,207.45 | 9.26% |
| CWL Channel Wealth LLC Channel Wealth LLC | 20,406 | $1.95M | $2.1M | $150,890.74 | 7.75% |
| DD Damir Durkovic Entropy Technologies, LP | 34,214 | $2.37M | $3.46M | $1.09M | 46.09% |
| MN Mark Neitzel M1 Capital Management LLC | 3,319 | $315,439 | $345,507.9 | $30,068.9 | 9.53% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 95 | $9,563.52 | $9,872.4 | $308.88 | 3.23% |
Alexandra Stickelman Root Financial Partners, LLC | 2,381 | $332,031.61 | $238,219.05 | -$93,812.56 | -28.25% |
Benjamin J. Jones National Wealth Management Group, LLC | 2,089 | $209,485 | $212,534.86 | $3,049.86 | 1.46% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 9,484 | $409,426.42 | $948,874.2 | $539,447.78 | 131.76% |
Staci Compagno Portside Wealth Group, LLC | 2,084 | $208,983 | $206,889.1 | -$2,093.9 | -1% |
Courtney Holt Compound Planning, Inc. | 480,021 | $20.59M | $49.34M | $28.75M | 139.61% |
Katherine Stoner Empower Advisory Group, LLC | 717,383 | $60.13M | $71.12M | $10.99M | 18.27% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,206 | $351,009.03 | $323,934.24 | -$27,074.79 | -7.71% |
John Shanley Aspect Partners, LLC | 75 | $7,485.3 | $7,508.25 | $22.95 | 0.31% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 15,373 | $1.16M | $1.6M | $430,292.63 | 36.94% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 2,904 | $270,626.41 | $301,986.96 | $31,360.55 | 11.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,861 | $938,913.99 | $906,303.08 | -$32,610.91 | -3.47% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 2,824 | $283,198 | $293,978.4 | $10,780.4 | 3.81% |
Tony Macafee UniSuper Management Pty Ltd | 86,566 | $9.85M | $8.62M | -$1.22M | -12.43% |
Norden Group LLC NORDEN GROUP LLC | 6,150 | $356,016.6 | $610,203 | $254,186.4 | 71.4% |