| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 2,091 | $172,740.49 | $249,602.67 | $76,862.18 | 44.5% |
Michael Byun SageView Advisory Group LLC | 251 | $21,597 | $29,961.87 | $8,364.87 | 38.73% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,200 | $219,406 | $262,614 | $43,208 | 19.69% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,882 | $500,369.23 | $1.3M | $798,615.11 | 159.61% |
| JG John Ginter Callan Family Office LLC | 2,988 | $259,907.36 | $356,677.56 | $96,770.2 | 37.23% |
Anita Woodhouse V-Square Quantitative Management LLC | 496 | $45,892.51 | $59,207.52 | $13,315.01 | 29.01% |
Lukas Lindgren Abound Wealth Management | 8 | $483.62 | $954.96 | $471.34 | 97.46% |
Alex Nunnamaker Schechter Investment Advisors LLC | 4,953 | $193,840.47 | $591,239.61 | $397,399.14 | 205.01% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,447 | $285,111.01 | $411,468.39 | $126,357.38 | 44.32% |
| PDH Patrick D. Hayes Canopy Partners LLC | 6,839 | $296,226.81 | $816,371.43 | $520,144.62 | 175.59% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $258.12 | $358.11 | $99.99 | 38.74% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 453 | $19,129.28 | $54,074.61 | $34,945.33 | 182.68% |
Kevin Kroskey True Wealth Design LLC | 118 | $11,408.9 | $14,085.66 | $2,676.76 | 23.46% |
Jill Batley Gateway Wealth Partners LLC | 2,496 | $248,925 | $297,947.52 | $49,022.52 | 19.69% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 171 | $17,949 | $20,412.27 | $2,463.27 | 13.72% |
Alexandra Stickelman Root Financial Partners, LLC | 27 | $2,554.33 | $3,222.99 | $668.66 | 26.18% |
Jorge Paganin Abacus Wealth Partners, LLC | 28,911 | $2.49M | $3.45M | $961,523.11 | 38.62% |
Courtney Holt Compound Planning, Inc. | 12,960 | $773,248.47 | $1.55M | $773,786.73 | 100.07% |
Peter Sigismondi Ramirez Asset Management, Inc. | 236,513 | $13.63M | $28.23M | $14.6M | 107.17% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,828 | $282,036 | $337,578.36 | $55,542.36 | 19.69% |