| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BS Bepin Serraj Richard W. Paul & Associates LLC | 3,143 | $232,738.79 | $396,740.89 | $164,002.1 | 70.47% |
| DB David Bach River Street Advisors LLC | 18,208 | $1.72M | $2.3M | $587,614.27 | 34.22% |
| TAL TFB Advisors LLC TFB Advisors LLC | 3,042 | $346,994.24 | $383,991.66 | $36,997.42 | 10.66% |
| AB Ashley Buboltz Moran Wealth Management LLC | 157,052 | $15.59M | $19.78M | $4.19M | 26.91% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 358 | $39,323 | $45,147.38 | $5,824.38 | 14.81% |
| DDJ David D. Jones Applied Finance Capital Management LLC | 5,994 | $671,635.52 | $760,998.24 | $89,362.72 | 13.31% |
| KK Kevin Kroskey True Wealth Design LLC | 302 | $38,463.74 | $38,341.92 | -$121.82 | -0.32% |
| JB Jill Batley Gateway Wealth Partners LLC | 1,714 | $201,617 | $215,741.18 | $14,124.18 | 7.01% |
| BZ Beth Zilka Baron Wealth Management LLC | 3,200 | $376,371 | $403,936 | $27,565 | 7.32% |
| CWL Channel Wealth LLC Channel Wealth LLC | 7,107 | $939,047.92 | $892,497.06 | -$46,550.86 | -4.96% |
Alexandra Stickelman Root Financial Partners, LLC | 516 | $66,572.01 | $65,495.88 | -$1,076.13 | -1.62% |
Staci Compagno Portside Wealth Group, LLC | 2,890 | $314,626.17 | $366,134.1 | $51,507.93 | 16.37% |
Courtney Holt Compound Planning, Inc. | 6,240 | $716,749.59 | $792,043.2 | $75,293.61 | 10.5% |
Nemes Rush Group LLC Nemes Rush Group LLC | 40 | $4,690 | $5,068 | $378 | 8.06% |
Ian Wang Plato Investment Management Ltd | 2,991 | $360,774.42 | $375,609.78 | $14,835.36 | 4.11% |
John Shanley Aspect Partners, LLC | 102 | $10,989.26 | $12,935.64 | $1,946.38 | 17.71% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $8,224 | $10,154.4 | $1,930.4 | 23.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,440 | $454,526.89 | $434,988 | -$19,538.89 | -4.3% |
Tony Macafee UniSuper Management Pty Ltd | 22,114 | $2.42M | $2.8M | $377,952.08 | 15.63% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 8,121 | $838,249.9 | $1.03M | $192,792.26 | 23% |