| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 103 | $5,774.74 | $6,140.86 | $366.12 | 6.34% |
Vyoma Patel Strata Wealth Advisors LLC | 12,640 | $396,101.47 | $770,534.4 | $374,432.93 | 94.53% |
Loni Adams Daymark Wealth Partners LLC | 4,568 | $256,128 | $277,825.76 | $21,697.76 | 8.47% |
| BP Brett Pohl Kingdom Financial Group LLC | 492 | $27,566 | $29,923.44 | $2,357.44 | 8.55% |
Stephen Smith Kestra Investment Management LLC | 7,788 | $300,928.39 | $475,457.4 | $174,529.01 | 58% |
Amy Hart Phillips Wealth Planners LLC | 11,929 | $408,549.88 | $724,209.59 | $315,659.71 | 77.26% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,603 | $258,090 | $274,430.86 | $16,340.86 | 6.33% |
Lydia Moore MRP Capital Investments LLC | 8,000 | $448,560 | $485,560 | $37,000 | 8.25% |
Ashley Buboltz Moran Wealth Management LLC | 186,672 | $7.03M | $11.39M | $4.36M | 62.02% |
Paul B. Ordonio Park Place Capital Corp. | 3,510 | $109,844.8 | $210,038.4 | $100,193.6 | 91.21% |
Kevin Kroskey True Wealth Design LLC | 1,646 | $58,991.97 | $98,134.52 | $39,142.55 | 66.35% |
Jill Batley Gateway Wealth Partners LLC | 12,599 | $611,058.43 | $767,090.11 | $156,031.68 | 25.53% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 3,920 | $219,810 | $238,532 | $18,722 | 8.52% |
| JC Jared Calvert Buck Wealth Strategies LLC | 9 | $505 | $537.88 | $32.88 | 6.51% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 9,552 | $535,581 | $583,197.36 | $47,616.36 | 8.89% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 11,478 | $408,219.47 | $687,532.2 | $279,312.73 | 68.42% |
Jacob Going Alpine Bank Wealth Management | 82 | $4,598 | $4,998.72 | $400.72 | 8.72% |
| DD Damir Durkovic Entropy Technologies, LP | 58,767 | $2.97M | $3.54M | $564,696.79 | 19.01% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 504 | $19,830.5 | $30,149.28 | $10,318.78 | 52.03% |
Courtney Holt Compound Planning, Inc. | 12,784 | $463,355.69 | $762,182.08 | $298,826.39 | 64.49% |