| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,982 | $475,329.72 | $440,155.56 | -$35,174.16 | -7.4% |
Chilton Investment Chilton Investment Co Inc. | 4,533 | $298,906.03 | $331,902.63 | $32,996.6 | 11.04% |
| YA Yinka Akinsola Blue Trust Inc. | 25,055 | $1.77M | $1.84M | $72,808.62 | 4.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,058 | $230,389.72 | $224,289.01 | -$6,100.71 | -2.65% |
Ashish Sharma DGS Capital Management LLC | 8,582 | $613,415.19 | $635,582.92 | $22,167.73 | 3.61% |
| AS Audrey Soza Custos Family Office LLC | 5,564 | $399,550.84 | $412,069.84 | $12,519 | 3.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,078 | $205,241.04 | $228,510.72 | $23,269.68 | 11.34% |
Mark Mowrey Signature Resources Capital Management LLC | 600 | $38,886 | $43,980 | $5,094 | 13.1% |
Bree Pate Olisti Co. Wealth LLC | 427 | $29,279 | $31,482.71 | $2,203.71 | 7.53% |
Kelly Christopher Significant Wealth Partners LLC | 26,624 | $2M | $1.95M | -$44,531.6 | -2.23% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,190 | $287,538.75 | $310,479 | $22,940.25 | 7.98% |
Christopher C. Powers Farther Finance Advisors, LLC | 865 | $59,647.3 | $63,153.65 | $3,506.35 | 5.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 23,481 | $1.45M | $1.74M | $289,503.75 | 19.96% |
Teresa Douberly Burford Brothers, Inc. | 10,000 | $676,920.86 | $741,600 | $64,679.14 | 9.55% |
Owen McCabe Tyche Wealth Partners LLC | 5,260 | $360,697.31 | $389,766 | $29,068.69 | 8.06% |
Neil Greenspan Fielder Capital Group LLC | 8,497 | $576,621.35 | $629,627.7 | $53,006.35 | 9.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,617 | $245,450 | $266,681.41 | $21,231.41 | 8.65% |
| FTM F. Thomas Mosley Mosley Wealth Management | 27 | $2,034.18 | $2,000.29 | -$33.89 | -1.67% |
| WL Wealthcollab LLC WealthCollab, LLC | 501 | $34,352.44 | $36,938.73 | $2,586.29 | 7.53% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 106,639 | $8.03M | $7.86M | -$169,555.75 | -2.11% |