| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Albert Moore First National Advisers LLC | 8,598 | $545,992.95 | $712,860.18 | $166,867.23 | 30.56% |
Anita Woodhouse V-Square Quantitative Management LLC | 348 | $28,133.25 | $27,833.04 | -$300.21 | -1.07% |
Rachel Faulk Cape Investment Advisory Inc. | 71 | $4,954 | $5,678.58 | $724.58 | 14.63% |
Mariana Coli Dunhill Financial LLC | 36 | $2,718.61 | $2,880.36 | $161.75 | 5.95% |
Drew Phillips Fortitude Family Office LLC | 405 | $23,389.64 | $32,404.05 | $9,014.41 | 38.54% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,299 | $249,361.01 | $271,507.7 | $22,146.69 | 8.88% |
Brian Matter Creative Capital Management Investments LLC | 59 | $4,116.43 | $4,812.63 | $696.2 | 16.91% |
Amy Ardeel Icon Wealth Advisors LLC | 3,629 | $227,200.63 | $294,801.81 | $67,601.18 | 29.75% |
Ashley Buboltz Moran Wealth Management LLC | 202,225 | $13.29M | $16.59M | $3.3M | 24.87% |
Ira Ravitz Beverly Hills Private Wealth LLC | 55,849 | $3.48M | $4.58M | $1.1M | 31.66% |
Paul B. Ordonio Park Place Capital Corp. | 658 | $25,648.86 | $53,988.9 | $28,340.04 | 110.49% |
Kevin Kroskey True Wealth Design LLC | 922 | $72,045.95 | $75,650.1 | $3,604.15 | 5% |
Jacob Going Alpine Bank Wealth Management | 337 | $23,512 | $27,647.48 | $4,135.48 | 17.59% |
| DD Damir Durkovic Entropy Technologies, LP | 77,625 | $5.4M | $6.59M | $1.19M | 22.12% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 237 | $16,838.25 | $19,413.88 | $2,575.63 | 15.3% |
Courtney Holt Compound Planning, Inc. | 4,284 | $308,431.07 | $355,186.44 | $46,755.37 | 15.16% |
MATTHEW HALL Hill Investment Group Partners, LLC | 12,778 | $891,521 | $1.09M | $193,842.32 | 21.74% |
Nemes Rush Group LLC Nemes Rush Group LLC | 9 | $752.25 | $770.58 | $18.33 | 2.44% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 4,870 | $358,454.91 | $398,926.54 | $40,471.63 | 11.29% |
| AA Andrew Alkon EntryPoint Capital, LLC | 3,061 | $213,566 | $250,742.12 | $37,176.12 | 17.41% |