| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 4,123 | $563,342.71 | $619,645.63 | $56,302.92 | 9.99% |
Bree Pate Olisti Co. Wealth LLC | 86 | $13,929 | $13,113.28 | -$815.72 | -5.86% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,508 | $888,153.31 | $833,525.64 | -$54,627.67 | -6.15% |
Amy Ardeel Icon Wealth Advisors LLC | 4,599 | $772,039.59 | $686,170.8 | -$85,868.79 | -11.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,757 | $417,014.41 | $411,344.4 | -$5,670.01 | -1.36% |
Jeffrey Hanson Breakwater Capital Group | 2,442 | $421,607.01 | $372,356.16 | -$49,250.85 | -11.68% |
Jesse Ellington Dover Advisors LLC | 5,283 | $865,423.52 | $793,982.02 | -$71,441.5 | -8.26% |
Paul L. Moffat Arista Wealth Management LLC | 7,438 | $1.36M | $1.13M | -$230,503.76 | -16.89% |
Moises Valladares Insigneo Advisory Services LLC | 1,954 | $265,756.5 | $302,342.42 | $36,585.92 | 13.77% |
Michael Radoff LGT Financial Advisors LLC | 42 | $7,402.71 | $6,404.16 | -$998.55 | -13.49% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,863 | $402,180.42 | $427,159.6 | $24,979.18 | 6.21% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,234 | $454,824.3 | $645,600.32 | $190,776.02 | 41.94% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 107 | $16,829 | $16,315.36 | -$513.64 | -3.05% |
Paul B. Ordonio Park Place Capital Corp. | 259 | $27,112.56 | $40,075.07 | $12,962.51 | 47.81% |
David D. Jones Applied Finance Capital Management LLC | 4,275 | $686,809.87 | $651,852 | -$34,957.87 | -5.09% |
Kevin Kroskey True Wealth Design LLC | 46 | $7,456.55 | $7,014.08 | -$442.47 | -5.93% |
Jill Batley Gateway Wealth Partners LLC | 1,776 | $279,327 | $270,804.48 | -$8,522.52 | -3.05% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,646 | $364,763.49 | $398,328.81 | $33,565.32 | 9.2% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 268,900 | $35.36M | $41.61M | $6.25M | 17.67% |
Beth Zilka Baron Wealth Management LLC | 2,090 | $281,246.29 | $318,683.2 | $37,436.91 | 13.31% |