| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Hogan Promethos Capital LLC | 9,070 | $345,023 | $330,692.2 | -$14,330.8 | -4.15% |
Clint Dunn Beaird Harris Wealth Management LLC | 14 | $365.68 | $516.04 | $150.36 | 41.12% |
W. Travis McKinney HB Wealth Management LLC | 16,751 | $472,520.56 | $611,579.01 | $139,058.45 | 29.43% |
William Jollie Quent Capital LLC | 75 | $2,882.25 | $2,738.25 | -$144 | -5% |
Dalila Toledo Ascent Group LLC | 11,847 | $267,308.67 | $436,325.01 | $169,016.34 | 63.23% |
| JG John Ginter Callan Family Office LLC | 105,134 | $2.72M | $3.84M | $1.12M | 41.04% |
Lukas Lindgren Abound Wealth Management | 19 | $354.92 | $694.26 | $339.34 | 95.61% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 5,923 | $227,620.89 | $218,262.55 | -$9,358.34 | -4.11% |
Sue Oleari Trifecta Capital Advisors LLC | 425 | $12,947 | $15,708 | $2,761 | 21.33% |
Amy Ardeel Icon Wealth Advisors LLC | 5,337 | $205,100.91 | $197,308.89 | -$7,792.02 | -3.8% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $114 | $109.53 | -$4.47 | -3.92% |
Kevin Kroskey True Wealth Design LLC | 924 | $28,662.19 | $33,735.24 | $5,073.05 | 17.7% |
Beth Zilka Baron Wealth Management LLC | 8,584 | $326,522 | $317,522.16 | -$8,999.84 | -2.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 80 | $3,043 | $2,916.8 | -$126.2 | -4.15% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 27,978 | $1.08M | $1.04M | -$33,293.82 | -3.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 604 | $22,977 | $22,070.16 | -$906.84 | -3.95% |
Jorge Paganin Abacus Wealth Partners, LLC | 7,912 | $231,190.09 | $292,902.24 | $61,712.15 | 26.69% |
Staci Compagno Portside Wealth Group, LLC | 9,397 | $299,993.35 | $347,313.12 | $47,319.77 | 15.77% |
Courtney Holt Compound Planning, Inc. | 25,465 | $668,828.43 | $928,963.2 | $260,134.77 | 38.89% |
Nemes Rush Group LLC Nemes Rush Group LLC | 67 | $1,958 | $2,441.48 | $483.48 | 24.69% |