| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,411.5 | $117,901.18 | $108,741.96 | -$9,159.22 | -7.77% |
| TK Taro Kuriyama Axq Capita LLP | 23,736 | $1.76M | $1.83M | $65,453.37 | 3.71% |
Katie Christensen iSAM Funds UKK) Ltd | 4,934 | $373,242.3 | $380,115.36 | $6,873.06 | 1.84% |
| JMP James M. Perkins Quantum Private Wealth LLC | 22,351 | $915,496.96 | $1.73M | $817,152.56 | 89.26% |
| JG John Ginter Callan Family Office LLC | 7,330 | $608,648.74 | $565,582.8 | -$43,065.94 | -7.08% |
Albert Moore First National Advisers LLC | 8,447 | $535,457.68 | $651,770.52 | $116,312.84 | 21.72% |
Anita Woodhouse V-Square Quantitative Management LLC | 303 | $24,993.6 | $23,379.48 | -$1,614.12 | -6.46% |
Mariana Coli Dunhill Financial LLC | 38 | $2,885.57 | $2,932.08 | $46.51 | 1.61% |
| DP Drew Phillips Fortitude Family Office LLC | 263 | $13,482.25 | $20,290.45 | $6,808.2 | 50.5% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,546 | $335,640.94 | $350,769.36 | $15,128.42 | 4.51% |
Loni Adams Daymark Wealth Partners LLC | 4,840 | $357,773 | $373,454.4 | $15,681.4 | 4.38% |
Amy Ardeel Icon Wealth Advisors LLC | 3,659 | $229,078.63 | $282,328.44 | $53,249.81 | 23.25% |
Ashley Buboltz Moran Wealth Management LLC | 204,372 | $13.42M | $15.77M | $2.35M | 17.48% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 61,374 | $3.75M | $4.74M | $990,374.13 | 26.44% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 658 | $25,648.86 | $50,771.28 | $25,122.42 | 97.95% |
Kevin Kroskey True Wealth Design LLC | 449 | $35,408.41 | $34,644.84 | -$763.57 | -2.16% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 805 | $59,506 | $62,113.8 | $2,607.8 | 4.38% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 12,773 | $1.06M | $985,564.68 | -$72,575.45 | -6.86% |
| DD Damir Durkovic Entropy Technologies, LP | 45,231 | $3.14M | $3.49M | $350,792.14 | 11.17% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 237 | $16,838.25 | $18,286.92 | $1,448.67 | 8.6% |