| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 83,998 | $17.14M | $21.33M | $4.19M | 24.46% |
Kara Lilian Lynx Investment Advisory | 2,594 | $574,762.93 | $644,894.34 | $70,131.41 | 12.2% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 3,356 | $485,344.85 | $851,987.72 | $366,642.87 | 75.54% |
Argentarii LLC Argentarii, LLC | 2,456 | $358,274.24 | $610,586.16 | $252,311.92 | 70.42% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,632 | $582,947.01 | $654,341.52 | $71,394.51 | 12.25% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,895 | $297,620.8 | $485,385.3 | $187,764.5 | 63.09% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 94,734 | $20.77M | $23.99M | $3.22M | 15.5% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 13,169 | $1.95M | $3.34M | $1.39M | 71.26% |
Kings Path Partners LLC Kings Path Partners LLC | 1,099 | $160,629.78 | $279,047.09 | $118,417.31 | 73.72% |
Kelly Dixon Cannon Financial Strategists, Inc. | 3,252 | $554,276.56 | $831,406.32 | $277,129.76 | 50% |
| FFL Farrell Financial LLC Farrell Financial LLC | 2,127 | $449,341.9 | $539,194.5 | $89,852.6 | 20% |
David Archibald Squire Investment Management Company, LLC | 989 | $242,089.14 | $250,454.36 | $8,365.22 | 3.46% |
Neisy Arnez Drucker Wealth 3.0, LLC | 23,313 | $4.03M | $5.92M | $1.89M | 46.96% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 1,096 | $206,722.13 | $277,940.12 | $71,217.99 | 34.45% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,466 | $938,059.1 | $1.36M | $420,843.16 | 44.86% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 17,251 | $2.72M | $4.4M | $1.68M | 61.64% |
Carmen McClennon WR Wealth Planners, LLC | 7,282 | $1.16M | $1.85M | $689,355.25 | 59.2% |
Craig Small Symphony Financial Services, Inc. | 1,220 | $177,507.32 | $309,385.9 | $131,878.58 | 74.29% |
Nathan Edwards IMG Wealth Management, Inc. | 3,620 | $538,762.64 | $919,154.2 | $380,391.56 | 70.6% |
David A Rozenson Fairscale Capital, LLC | 3,779 | $570,697.13 | $959,525.89 | $388,828.76 | 68.13% |