| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 1,360 | $232,805.1 | $398,507.19 | $165,702.09 | 71.18% |
Financial Harvest LLC Financial Harvest LLC | 569 | $246,565 | $174,341.6 | -$72,223.4 | -29.29% |
| AC Andrew Carter Panoramic Capital Partners LLC | 1,029 | $177,800.95 | $320,358.56 | $142,557.61 | 80.18% |
George Hall II One8Zero8 LLC | 27,540 | $1.99M | $8.44M | $6.45M | 324.2% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,417 | $247,277.17 | $441,707.24 | $194,430.07 | 78.63% |
| SC Stacey Cole Haven Private LLC | 790 | $342,331 | $231,485.79 | -$110,845.21 | -32.38% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 10,653 | $2.28M | $3.12M | $843,787.04 | 37.04% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 20 | $4,273 | $5,860.4 | $1,587.4 | 37.15% |
| AFI Atala Financial Inc. Atala Financial Inc. | 3,234 | $242,156.46 | $947,626.64 | $705,470.18 | 291.33% |
Samira Kadam Synergy Investment Management LLC | 261 | $55,853 | $76,478.22 | $20,625.22 | 36.93% |
| CWA CogentBlue Wealth Advisors LLC CogentBlue Wealth Advisors LLC | 1,273 | $223,848.35 | $373,014.45 | $149,166.1 | 66.64% |
SoundView Advisors Inc. SoundView Advisors Inc. | 1,275 | $99,146.83 | $373,600.49 | $274,453.66 | 276.82% |
Clare Market Investments LLC Clare Market Investments LLC | 885 | $383,548 | $259,322.69 | -$124,225.31 | -32.39% |
| JS Joseph Shenton Permanent Capital Management LP | 1,030 | $220,069.8 | $301,810.59 | $81,740.79 | 37.14% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,242 | $538,195.85 | $363,930.83 | -$174,265.02 | -32.38% |
Heather LeVar Roxbury Financial LLC | 502 | $37,177.28 | $147,096.03 | $109,918.75 | 295.66% |
| TM Thomas Morgan Corps Capital Advisors LLC | 705 | $305,498 | $206,579.09 | -$98,918.91 | -32.38% |
| DP Debra Pladsen Fortress Financial Group LLC | 158 | $68,466.14 | $48,572.36 | -$19,893.78 | -29.06% |
| KAL KDT Advisors LLC KDT Advisors LLC | 1,250 | $213,975 | $366,274.99 | $152,299.99 | 71.18% |
| BM Berkeley Meredith Hughes Financial Services LLC | 141 | $29,750.31 | $41,315.82 | $11,565.51 | 38.88% |