| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LK Lenny Kisin Applied Capital LLC/FL | 1,175 | $209,291 | $257,148.75 | $47,857.75 | 22.87% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,347 | $211,926.48 | $291,019.35 | $79,092.87 | 37.32% |
Kevin Kroskey True Wealth Design LLC | 168 | $36,565.8 | $36,733.2 | $167.4 | 0.46% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,090 | $137,830.59 | $237,543.69 | $99,713.1 | 72.34% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 12,292 | $1.93M | $2.7M | $765,029.77 | 39.57% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 1,293 | $309,286 | $279,352.65 | -$29,933.35 | -9.68% |
Lison Couture iA Global Asset Management Inc. | 46,620 | $9.64M | $10.07M | $434,964.74 | 4.51% |
| PIL PFG Investments LLC PFG Investments LLC | 2,405 | $348,340.98 | $527,043.72 | $178,702.74 | 51.3% |
| JC Jared Calvert Buck Wealth Strategies LLC | 25 | $6,019 | $5,474.75 | -$544.25 | -9.04% |
Scott Boyce Decker Retirement Planning Inc. | 6 | $1,428.06 | $1,296.3 | -$131.76 | -9.23% |
| DD Damir Durkovic Entropy Technologies, LP | 26,744 | $5.64M | $5.84M | $193,396.8 | 3.43% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 276 | $62,283.44 | $60,481.26 | -$1,802.18 | -2.89% |
Courtney Holt Compound Planning, Inc. | 2,420 | $452,343.62 | $529,931.6 | $77,587.98 | 17.15% |
Katherine Stoner Empower Advisory Group, LLC | 1,649 | $233,395.47 | $356,266.45 | $122,870.98 | 52.64% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7 | $1,410 | $1,530.55 | $120.55 | 8.55% |
Ian Wang Plato Investment Management Ltd | 5,703 | $1.1M | $1.23M | $133,476.96 | 12.15% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,047 | $487,139 | $442,254.36 | -$44,884.64 | -9.21% |
John Shanley Aspect Partners, LLC | 1 | $197.7 | $216.13 | $18.43 | 9.32% |
Michael Ryan Michael S. Ryan, Inc. | 2,596 | $527,147.99 | $567,381.76 | $40,233.77 | 7.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,031 | $342,308.92 | $446,007.6 | $103,698.68 | 30.29% |