| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Christopher Significant Wealth Partners LLC | 1,980 | $197,102.27 | $219,403.8 | $22,301.53 | 11.31% |
Ashley Buboltz Moran Wealth Management LLC | 114,192 | $11.35M | $12.72M | $1.37M | 12.08% |
| LK Lenny Kisin Applied Capital LLC/FL | 24,872 | $1.7M | $2.76M | $1.06M | 62.3% |
David Smith Linden Thomas Advisory Services LLC | 12,492 | $1.24M | $1.39M | $155,276.67 | 12.56% |
Ira Ravitz Beverly Hills Private Wealth LLC | 10,076 | $992,413.23 | $1.12M | $129,045.57 | 13% |
Paul B. Ordonio Park Place Capital Corp. | 90 | $10,395 | $9,997.5 | -$397.5 | -3.82% |
Sheila J. Lindsay Bensler LLC | 1,974 | $216,207.22 | $220,624.11 | $4,416.89 | 2.04% |
David D. Jones Applied Finance Capital Management LLC | 7,486 | $736,023.43 | $835,287.88 | $99,264.45 | 13.49% |
Kevin Kroskey True Wealth Design LLC | 362 | $37,397.42 | $40,113.22 | $2,715.8 | 7.26% |
Gregory Turcotte Alpha Financial Partners LLC | 1,884 | $206,873.72 | $208,766.04 | $1,892.32 | 0.91% |
Lison Couture iA Global Asset Management Inc. | 61,407 | $5.73M | $6.85M | $1.11M | 19.44% |
| JC Jared Calvert Buck Wealth Strategies LLC | 13 | $1,562 | $1,444.83 | -$117.17 | -7.5% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 5,820 | $484,760.7 | $645,703.39 | $160,942.69 | 33.2% |
| DD Damir Durkovic Entropy Technologies, LP | 99,452 | $11.95M | $11.02M | -$929,875.96 | -7.78% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 14 | $1,589.29 | $1,549.94 | -$39.35 | -2.48% |
Courtney Holt Compound Planning, Inc. | 7,221 | $762,188.97 | $800,375.64 | $38,186.67 | 5.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10 | $1,095.29 | $1,111.9 | $16.61 | 1.52% |
Ian Wang Plato Investment Management Ltd | 10,656 | $1.27M | $1.19M | -$81,040.58 | -6.39% |
John Shanley Aspect Partners, LLC | 58 | $5,781.77 | $6,472.93 | $691.16 | 11.95% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6 | $624.25 | $664.86 | $40.61 | 6.51% |