| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Mueller ADAPT Investment Managers SA | 108,609 | $12.68M | $13.37M | $685,128.32 | 5.4% |
Argentarii LLC Argentarii, LLC | 10,284 | $1.07M | $1.27M | $193,708.17 | 18.07% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,495 | $433,236.93 | $307,034.7 | -$126,202.23 | -29.13% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 109,173 | $15.43M | $13.43M | -$2M | -12.95% |
Kings Path Partners LLC Kings Path Partners LLC | 500 | $71,018 | $61,530 | -$9,488 | -13.36% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 11,675 | $1.81M | $1.44M | -$372,857.73 | -20.6% |
Neisy Arnez Drucker Wealth 3.0, LLC | 4,419 | $514,422.36 | $543,802.13 | $29,379.77 | 5.71% |
Andrew Bowers BridgePort Financial Solutions, LLC | 9,103 | $1.11M | $1.12M | $11,967.36 | 1.08% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 5,084 | $593,150 | $625,637.03 | $32,487.03 | 5.48% |
Carmen McClennon WR Wealth Planners, LLC | 3,013 | $81,409.65 | $370,779.77 | $289,370.12 | 355.45% |
Nathan Edwards IMG Wealth Management, Inc. | 1,341 | $134,467.36 | $230,652 | $96,184.64 | 71.53% |
David A Rozenson Fairscale Capital, LLC | 5,221 | $165,298.42 | $898,012 | $732,713.58 | 443.27% |
Chris Bulman Inc. Chris Bulman Inc | 2,457 | $336,911.87 | $302,358.42 | -$34,553.45 | -10.26% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,814 | $330,178.76 | $469,350.83 | $139,172.07 | 42.15% |
Scott Geppert Stonekeep Investments, LLC | 2,659 | $387,711.58 | $327,216.53 | -$60,495.05 | -15.6% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 4,962 | $263,421.79 | $610,623.71 | $347,201.92 | 131.8% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,485 | $453,239.08 | $305,804.1 | -$147,434.98 | -32.53% |
David Van Overeem RMR Capital Management, LLC | 1,867 | $273,105 | $229,753.02 | -$43,351.98 | -15.87% |
Jane King Fairfield Financial Advisors, LTD | 3,671 | $500,637.8 | $451,753.25 | -$48,884.55 | -9.76% |
Chad Warrick Summit Wealth Partners, LLC | 2,583 | $377,841 | $317,863.97 | -$59,977.03 | -15.87% |