| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LQ Louise Quant Trium Capital LLP | 1.03M | $21.38M | $24.21M | $2.83M | 13.24% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 21,148 | $432,517.56 | $499,727.24 | $67,209.68 | 15.54% |
Bepin Serraj Richard W. Paul & Associates LLC | 48,205 | $916,997.75 | $1.14M | $222,327.42 | 24.25% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 29,218 | $650,237.84 | $695,388.4 | $45,150.56 | 6.94% |
Jeffrey Hanson Breakwater Capital Group | 47,503 | $912,197.68 | $1.12M | $208,873.12 | 22.9% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,958 | $39,503.51 | $46,247.96 | $6,744.45 | 17.07% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 33,278 | $728,113.72 | $782,033 | $53,919.28 | 7.41% |
Jesse Ellington Dover Advisors LLC | 15,308 | $432,592.69 | $361,268.8 | -$71,323.89 | -16.49% |
Darren Tapley New England Capital Financial Advisors LLC | 16,782 | $342,329.03 | $395,887.38 | $53,558.35 | 15.65% |
Kelly Christopher Significant Wealth Partners LLC | 32,026 | $855,447.03 | $752,611 | -$102,836.03 | -12.02% |
Paul L. Moffat Arista Wealth Management LLC | 18,545 | $383,882 | $438,403.8 | $54,521.8 | 14.2% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 30,604 | $656,840.04 | $728,375.2 | $71,535.16 | 10.89% |
Lydia Moore MRP Capital Investments LLC | 646 | $16,047 | $15,384.49 | -$662.51 | -4.13% |
Neil Christ Oak Hill Wealth Advisors LLC | 34,302 | $845,063.54 | $809,184.18 | -$35,879.36 | -4.25% |
Moises Valladares Insigneo Advisory Services LLC | 106,594 | $2.43M | $2.5M | $72,457.36 | 2.98% |
David Stevens Stevens Capital Partners | 117,936 | $2.44M | $2.78M | $342,005.6 | 14.01% |
Michael Radoff LGT Financial Advisors LLC | 987 | $17,919.65 | $23,505.4 | $5,585.75 | 31.17% |
| TAL TFB Advisors LLC TFB Advisors LLC | 42,855 | $973,966.57 | $1.01M | $40,625.55 | 4.17% |
Scott Highmark Mosaic Family Wealth Partners LLC | 29,424 | $618,374.72 | $694,553.52 | $76,178.8 | 12.32% |
Ashley Buboltz Moran Wealth Management LLC | 808,820 | $15.68M | $19.07M | $3.38M | 21.57% |