| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 860 | $296,897.8 | $278,227.2 | -$18,670.6 | -6.29% |
Mark Fiskio Empirical Asset Management LLC | 2,011 | $690,767.03 | $655,304.44 | -$35,462.59 | -5.13% |
Timothy Gerlach Novem Group | 3,041 | $711,280.35 | $990,940.23 | $279,659.88 | 39.32% |
Nolan Baker Retirement Guys Formula LLC | 721 | $143,968.74 | $233,142.56 | $89,173.82 | 61.94% |
CJ Harrison DecisionPoint Financial LLC | 1 | $283 | $328.06 | $45.06 | 15.92% |
Samuel Pressley Ridgepath Capital Management LLC | 1,278 | $249,072.93 | $411,388.2 | $162,315.27 | 65.17% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 4,212 | $463,837.52 | $1.36M | $893,521.6 | 192.64% |
Drew Phillips Fortitude Family Office LLC | 34 | $9,508.94 | $11,154.04 | $1,645.1 | 17.3% |
Daniel Guy Ethos Financial Group LLC | 1,000 | $224,230 | $325,859.99 | $101,629.99 | 45.32% |
Brian Matter Creative Capital Management Investments LLC | 7 | $1,981.91 | $2,296.42 | $314.51 | 15.87% |
Amy Ardeel Icon Wealth Advisors LLC | 800 | $113,304 | $260,687.99 | $147,383.99 | 130.08% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 175 | $8,659 | $57,025.5 | $48,366.5 | 558.57% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,008 | $209,095.14 | $325,624.32 | $116,529.18 | 55.73% |
David Bach River Street Advisors LLC | 820 | $283,089 | $265,557 | -$17,532 | -6.19% |
Ashley Buboltz Moran Wealth Management LLC | 12,305 | $3.08M | $4.01M | $930,893.57 | 30.24% |
David Smith Linden Thomas Advisory Services LLC | 796 | $274,046.92 | $259,384.55 | -$14,662.37 | -5.35% |
| PIL PFG Investments LLC PFG Investments LLC | 11,996 | $1.75M | $3.89M | $2.14M | 122.27% |
| JC Jared Calvert Buck Wealth Strategies LLC | 559 | $158,270 | $180,081.85 | $21,811.85 | 13.78% |
| DD Damir Durkovic Entropy Technologies, LP | 1,893 | $571,686 | $609,829.95 | $38,143.95 | 6.67% |
Staci Compagno Portside Wealth Group, LLC | 3,832 | $957,877.16 | $1.25M | $290,818.32 | 30.36% |