| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McEnroe Azimuth Capital Investment Management LLC | 775 | $205,770.26 | $203,480.12 | -$2,290.14 | -1.11% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,659 | $1.41M | $2M | $594,063.03 | 42.12% |
Anita Woodhouse V-Square Quantitative Management LLC | 283 | $68,185.59 | $73,647.92 | $5,462.33 | 8.01% |
Rachel Faulk Cape Investment Advisory Inc. | 17 | $4,514 | $4,424.08 | -$89.92 | -1.99% |
Mariana Coli Dunhill Financial LLC | 10 | $2,508.54 | $2,602.4 | $93.86 | 3.74% |
Drew Phillips Fortitude Family Office LLC | 35 | $8,260 | $9,108.4 | $848.4 | 10.27% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 785 | $208,425.36 | $204,653.42 | -$3,771.94 | -1.81% |
Loni Adams Daymark Wealth Partners LLC | 11,241 | $2.68M | $2.92M | $238,413.38 | 8.88% |
Brian Matter Creative Capital Management Investments LLC | 10 | $2,655.1 | $2,602.4 | -$52.7 | -1.98% |
Jeffrey D. Munjack JDM Financial Group LLC | 17 | $4,234.36 | $4,457.23 | $222.87 | 5.26% |
| QS Quentin Stoker Gallacher Capital Management LLC | 963 | $239,852.66 | $253,129.36 | $13,276.7 | 5.54% |
Richard W. Lowrie Park Edge Advisors LLC | 631,144 | $91.19M | $166.51M | $75.32M | 82.59% |
Paul B. Ordonio Park Place Capital Corp. | 6 | $1,134.96 | $1,547.46 | $412.5 | 36.34% |
Kevin Kroskey True Wealth Design LLC | 638 | $143,364.14 | $166,033.11 | $22,668.97 | 15.81% |
Dana Isaacs ClearAlpha Technologies LP | 4,622 | $1.19M | $1.19M | -$6,180.52 | -0.52% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 53 | $13,798.74 | $13,750.32 | -$48.42 | -0.35% |
Staci Compagno Portside Wealth Group, LLC | 1,757 | $391,766.85 | $458,014.76 | $66,247.91 | 16.91% |
Courtney Holt Compound Planning, Inc. | 2,014 | $421,175.25 | $517,900.1 | $96,724.85 | 22.97% |
Norden Group LLC NORDEN GROUP LLC | 1,721 | $363,793.52 | $446,685.55 | $82,892.03 | 22.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,729 | $403,516.76 | $445,753.49 | $42,236.73 | 10.47% |