| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JW Jeffrey Waters OFC Financial Planning LLC | 2,105 | $286,954 | $283,817.15 | -$3,136.85 | -1.09% |
Cache Advisors LLC Cache Advisors LLC | 69,078 | $6.7M | $9.31M | $2.61M | 38.96% |
| PBS P. Brian Saxton Saiph Capital LLC | 5,493 | $597,873.64 | $740,621.19 | $142,747.55 | 23.88% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 1,858 | $253,324.31 | $250,514.14 | -$2,810.17 | -1.11% |
| MK Matthew Klein Matauro LLC | 11,721 | $1.02M | $1.58M | $556,165.75 | 54.38% |
| AH Amanda Holloway Illumine Investment Management LLC | 7,080 | $1.29M | $954,596.4 | -$336,937.68 | -26.09% |
| AC Andrew Carter Panoramic Capital Partners LLC | 4,126 | $733,396 | $556,308.58 | -$177,087.42 | -24.15% |
| MM Michael McCracken MFG Wealth Management Inc. | 13,271 | $1.52M | $1.79M | $272,380.12 | 17.96% |
| GHI George Hall II One8Zero8 LLC | 27,977 | $2.12M | $3.77M | $1.66M | 78.28% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 10,079 | $1.51M | $1.36M | -$151,186.08 | -10.01% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 3,004 | $322,111.91 | $405,029.32 | $82,917.41 | 25.74% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,613 | $291,021.21 | $217,480.79 | -$73,540.42 | -25.27% |
| FLP Financial Life Planners Financial Life Planners | 29,513 | $4.15M | $3.98M | -$170,633.07 | -4.11% |
| BFA Benningfield Financial Advisors LLC Benningfield Financial Advisors LLC | 87,440 | $6.61M | $11.78M | $5.17M | 78.16% |
| SC Stacey Cole Haven Private LLC | 5,408 | $409,007.01 | $729,160.64 | $320,153.63 | 78.28% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 1,538 | $280,562 | $207,368.54 | -$73,193.46 | -26.09% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,386 | $213,329.82 | $321,489.64 | $108,159.82 | 50.7% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 1,251 | $219,560.5 | $168,672.33 | -$50,888.17 | -23.18% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 2,818 | $213,125.68 | $379,950.94 | $166,825.26 | 78.28% |
| SK Samira Kadam Synergy Investment Management LLC | 542 | $79,281 | $73,007.4 | -$6,273.6 | -7.91% |