| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JG John Ginter Callan Family Office LLC | 8,717 | $1.36M | $2.18M | $818,378.88 | 60.27% |
Anita Woodhouse V-Square Quantitative Management LLC | 132 | $37,385.04 | $33,678.48 | -$3,706.56 | -9.91% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,201 | $202,621 | $299,685.53 | $97,064.53 | 47.9% |
Mariana Coli Dunhill Financial LLC | 7 | $1,144.01 | $1,785.98 | $641.97 | 56.12% |
Lukas Lindgren Abound Wealth Management | 128 | $19,230 | $32,257.28 | $13,027.28 | 67.74% |
Drew Phillips Fortitude Family Office LLC | 80 | $13,268.22 | $20,411.2 | $7,142.98 | 53.84% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 943 | $267,076.46 | $233,854.57 | -$33,221.89 | -12.44% |
Loni Adams Daymark Wealth Partners LLC | 2,378 | $403,845.06 | $586,914.18 | $183,069.12 | 45.33% |
Jessica Thayer Unique Wealth LLC | 1,333 | $133,113.55 | $333,449.95 | $200,336.4 | 150.5% |
Brian Matter Creative Capital Management Investments LLC | 26 | $7,363.72 | $6,633.64 | -$730.08 | -9.91% |
| BP Brett Pohl Kingdom Financial Group LLC | 207 | $33,154.23 | $51,089.67 | $17,935.44 | 54.1% |
Bree Pate Olisti Co. Wealth LLC | 12 | $1,803 | $2,979.12 | $1,176.12 | 65.23% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,007 | $285,202.54 | $254,831.42 | -$30,371.12 | -10.65% |
Paul L. Moffat Arista Wealth Management LLC | 3,288 | $446,182 | $820,454.64 | $374,272.64 | 83.88% |
Michael Radoff LGT Financial Advisors LLC | 34 | $3,845.43 | $8,513.6 | $4,668.17 | 121.4% |
Ashley Buboltz Moran Wealth Management LLC | 1,221 | $345,811.62 | $302,075.39 | -$43,736.23 | -12.65% |
David Smith Linden Thomas Advisory Services LLC | 7,979 | $816,335.32 | $1.97M | $1.16M | 141.54% |
Kevin Kroskey True Wealth Design LLC | 179 | $33,612.57 | $45,670.06 | $12,057.49 | 35.87% |
Beth Zilka Baron Wealth Management LLC | 1,077 | $305,027.94 | $269,099.22 | -$35,928.72 | -11.78% |
| PIL PFG Investments LLC PFG Investments LLC | 784 | $222,044.48 | $196,878.08 | -$25,166.4 | -11.33% |