| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CJ Harrison DecisionPoint Financial LLC | 414 | $21,997.1 | $39,073.32 | $17,076.22 | 77.63% |
| JG John Ginter Callan Family Office LLC | 6,199 | $390,557.15 | $583,449.88 | $192,892.73 | 49.39% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 83,682 | $5.19M | $7.88M | $2.68M | 51.72% |
Rachel Faulk Cape Investment Advisory Inc. | 4 | $315 | $377.52 | $62.52 | 19.85% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 8,950 | $578,886 | $844,074.5 | $265,188.5 | 45.81% |
Mariana Coli Dunhill Financial LLC | 11 | $664.28 | $1,035.32 | $371.04 | 55.86% |
Drew Phillips Fortitude Family Office LLC | 243 | $18,015.62 | $22,871.16 | $4,855.54 | 26.95% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,158 | $248,818.82 | $298,020.46 | $49,201.64 | 19.77% |
Victoria Latham Fiduciary Alliance LLC | 14,221 | $839,683.09 | $1.34M | $502,494.89 | 59.84% |
Brian Matter Creative Capital Management Investments LLC | 19 | $1,497.01 | $1,793.22 | $296.21 | 19.79% |
Michael Snyder Beaumont Financial Advisors LLC | 5,391 | $410,413.13 | $508,802.58 | $98,389.45 | 23.97% |
Parker Johnson Cooper Capital Advisors LLC | 9,376 | $575,968 | $884,813.12 | $308,845.12 | 53.62% |
Sheryl Stephens Stephens Consulting LLC | 50 | $3,745.06 | $4,719 | $973.94 | 26.01% |
| BP Brett Pohl Kingdom Financial Group LLC | 136 | $10,715 | $12,834.32 | $2,119.32 | 19.78% |
Scott Register Register Financial Advisors LLC | 8,400 | $495,936 | $792,792 | $296,856 | 59.86% |
Darren Tapley New England Capital Financial Advisors LLC | 100 | $2,601 | $9,438 | $6,837 | 262.86% |
Moises Valladares Insigneo Advisory Services LLC | 3,062 | $241,255 | $288,991.56 | $47,736.56 | 19.79% |
Kun Gao Sherbrooke Park Advisers LLC | 4,171 | $279,499 | $393,617.27 | $114,118.27 | 40.83% |
David Smith Linden Thomas Advisory Services LLC | 79,347 | $5.32M | $7.49M | $2.17M | 40.88% |
Kevin Kroskey True Wealth Design LLC | 1,500 | $97,241.64 | $141,240 | $43,998.36 | 45.25% |