| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,082 | $290,710 | $195,780.87 | -$94,929.13 | -32.65% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 10,342 | $381,620 | $999,761.14 | $618,141.14 | 161.98% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,176 | $303,765 | $200,931.84 | -$102,833.16 | -33.85% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 8,433 | $311,178 | $772,547.13 | $461,369.13 | 148.27% |
Jessica Vickery BlueChip Wealth Advisors LLC | 1,810 | $252,730 | $169,008.75 | -$83,721.25 | -33.13% |
Fox Hill Wealth Management Fox Hill Wealth Management | 33,198 | $1.16M | $3.17M | $2M | 172.23% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 2,512 | $84,277.69 | $241,189.68 | $156,911.99 | 186.18% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 5,143 | $233,072.59 | $472,487.41 | $239,414.82 | 102.72% |
Donald O. Dempster DLK Investment Management, LLC | 3,019 | $362,956 | $288,525.83 | -$74,430.17 | -20.51% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 2,280 | $318,379 | $208,734 | -$109,645 | -34.44% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 5.21M | $230.05M | $467.98M | $237.93M | 103.42% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,435 | $464,574.65 | $314,147.92 | -$150,426.73 | -32.38% |
Kelly Harris Glass Wealth Management Co LLC | 60,901 | $2.62M | $5.73M | $3.11M | 119.06% |
Robert Santos Arrowroot Family Office, LLC | 4,010 | $134,539.94 | $374,092.9 | $239,552.96 | 178.05% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 42,145 | $1.41M | $3.79M | $2.37M | 167.81% |
| WL Wealthcollab LLC WealthCollab, LLC | 8,178 | $680,166.46 | $769,018.23 | $88,851.77 | 13.06% |
Ian Jameson American Capital Advisory, LLC | 4,014 | $187,507.12 | $375,971.31 | $188,464.19 | 100.51% |
Jeremy Wallace Wallace Hart LLC | 19,579 | $2.73M | $1.86M | -$878,118.38 | -32.12% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 6,208 | $213,969.88 | $572,160.32 | $358,190.44 | 167.4% |
David Maxey Heritage Family Offices, LLP | 5,192 | $724,960 | $475,431.44 | -$249,528.56 | -34.42% |