| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kerri Hicken FULLCIRCLE WEALTH LLC | 2,750 | $197,975.1 | $224,180 | $26,204.9 | 13.24% |
| FL Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 2,679 | $259,831.41 | $218,392.08 | -$41,439.33 | -15.95% |
| NA Neisy Arnez Drucker Wealth 3.0, LLC | 9,057 | $958,219.4 | $738,326.64 | -$219,892.76 | -22.95% |
| AB Andrew Bowers BridgePort Financial Solutions, LLC | 4,003 | $479,927.68 | $326,324.56 | -$153,603.12 | -32% |
| CM Carmen McClennon WR Wealth Planners, LLC | 11,280 | $410,248.76 | $919,545.6 | $509,296.84 | 124.14% |
| CS Craig Small Symphony Financial Services, Inc. | 8,089 | $557,188.5 | $659,415.28 | $102,226.78 | 18.35% |
| MR Matthew Richmond Richmond Investment Services, LLC | 2,883 | $376,656.1 | $235,022.16 | -$141,633.94 | -37.6% |
| NE Nathan Edwards IMG Wealth Management, Inc. | 3,139 | $298,145.56 | $255,891.28 | -$42,254.28 | -14.17% |
| DAR David A Rozenson Fairscale Capital, LLC | 16,589 | $1.22M | $1.35M | $136,195.39 | 11.2% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,062 | $349,231.5 | $249,614.24 | -$99,617.26 | -28.52% |
| VPW VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 3,210 | $288,840.42 | $261,679.2 | -$27,161.22 | -9.4% |
| CW Chad Warrick Summit Wealth Partners, LLC | 5,360 | $380,168.72 | $436,947.2 | $56,778.48 | 14.93% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,190 | $290,465.27 | $178,528.8 | -$111,936.47 | -38.54% |
| ES Eric Schmid Ted Buchan & Co | 15,380 | $664,305.24 | $1.25M | $589,472.36 | 88.73% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 496 | $45,374.12 | $40,433.92 | -$4,940.2 | -10.89% |
| AG Alison Gould Persium Advisors, LLC | 9,395 | $903,329 | $765,880.4 | -$137,448.6 | -15.22% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 5,444 | $574,124.31 | $443,794.88 | -$130,329.43 | -22.7% |
| HF Heather Fowler A4 Wealth Advisors LLC | 2,124 | $254,650.61 | $173,148.48 | -$81,502.13 | -32% |
| GR Greg Reidy Granite FO LLC | 100 | $7,093 | $8,152 | $1,059 | 14.93% |
| JG John Gallagher Gallagher Capital Advisors, LLC | 27,755 | $2.86M | $2.26M | -$595,011.43 | -20.82% |