| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 3,679 | $376,524.37 | $569,030.93 | $192,506.56 | 51.13% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,591 | $162,001.58 | $242,738.89 | $80,737.31 | 49.84% |
Michelle McCarthy Vantage Financial Partners LLC | 3,400 | $301,274 | $519,044 | $217,770 | 72.28% |
William Jollie Quent Capital LLC | 659 | $67,049.95 | $101,927.53 | $34,877.58 | 52.02% |
Brian Clay Clay Northam Wealth Management LLC | 3,731 | $837,003.96 | $576,663.36 | -$260,340.6 | -31.1% |
Taro Kuriyama Axq Capita LLP | 6,013 | $830,636 | $929,249.02 | $98,613.02 | 11.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 11 | $774.84 | $1,678.27 | $903.43 | 116.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,425 | $728,149.65 | $1.3M | $574,945.1 | 78.96% |
Kevin Zemann WealthPlan Investment Management LLC | 1,939 | $271,148.08 | $295,833.25 | $24,685.17 | 9.1% |
| JG John Ginter Callan Family Office LLC | 1,852 | $255,835 | $286,032.14 | $30,197.14 | 11.8% |
Mariana Coli Dunhill Financial LLC | 2 | $216.98 | $309.34 | $92.36 | 42.57% |
Lukas Lindgren Abound Wealth Management | 5 | $454.5 | $772.25 | $317.75 | 69.91% |
Drew Phillips Fortitude Family Office LLC | 28 | $3,868.04 | $4,330.76 | $462.72 | 11.96% |
Olivia Cooper Decagon Asset Management LLP | 393,636 | $54.38M | $60.79M | $6.42M | 11.8% |
Brian Dechow SWAN Capital LLC | 602 | $38,942.91 | $91,847.15 | $52,904.24 | 135.85% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,457 | $201,269.98 | $222,294.5 | $21,024.52 | 10.45% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,510 | $208,591 | $230,380.72 | $21,789.72 | 10.45% |
Nelson J. Lam LAM GROUP Inc. | 100 | $9,462 | $15,257 | $5,795 | 61.24% |
Stephen Smith Kestra Investment Management LLC | 15,058 | $1.31M | $2.3M | $987,465.29 | 75.38% |
Sue Oleari Trifecta Capital Advisors LLC | 2 | $277 | $305.14 | $28.14 | 10.16% |