| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Greenspan Fielder Capital Group LLC | 351,499 | $4.1M | $10.44M | $6.34M | 154.75% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,588 | $295,598 | $355,427.16 | $59,829.16 | 20.24% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 619 | $14,662.07 | $18,384.3 | $3,722.23 | 25.39% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 300 | $10,638 | $8,910 | -$1,728 | -16.24% |
| KWM Kiker Wealth Management LLC Kiker Wealth Management LLC | 20 | $617 | $594 | -$23 | -3.73% |
REAP Financial Group LLC REAP Financial Group LLC | 244 | $8,652 | $7,246.8 | -$1,405.2 | -16.24% |
| JB Joshalyn Baca TigerOak Management LLC | 9,000 | $246,330 | $333,720 | $87,390 | 35.48% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 8,700 | $269,352 | $322,596 | $53,244 | 19.77% |
| AS Aryn Sands GK Wealth Management LLC | 11,801 | $363,836 | $350,489.7 | -$13,346.3 | -3.67% |