| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Rebecca Sierp WPWealth LLP | 841 | $207,388.45 | $354,838.92 | $147,450.47 | 71.1% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 630 | $298,973 | $265,324.5 | -$33,648.5 | -11.25% |
Lukas Lindgren Abound Wealth Management | 6 | $2,212 | $2,480.34 | $268.34 | 12.13% |
| DP Drew Phillips Fortitude Family Office LLC | 40 | $17,145.41 | $16,680.8 | -$464.61 | -2.71% |
Brian Dechow SWAN Capital LLC | 2 | $574.56 | $838.2 | $263.64 | 45.89% |
Daniel Guy Ethos Financial Group LLC | 3,896 | $1.02M | $1.63M | $609,773.08 | 59.6% |
Loni Adams Daymark Wealth Partners LLC | 7,083 | $2.31M | $2.95M | $647,372.35 | 28.07% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 487 | $231,111 | $203,088.74 | -$28,022.26 | -12.13% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 3,511 | $1.67M | $1.46M | -$202,022.94 | -12.12% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 2,952 | $923,830.01 | $1.23M | $307,213.03 | 33.25% |
Bree Pate Olisti Co. Wealth LLC | 57 | $16,372 | $23,709.43 | $7,337.43 | 44.82% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,595 | $756,923 | $664,038.37 | -$92,884.63 | -12.27% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,272 | $556,801 | $528,770.41 | -$28,030.59 | -5.03% |
| DS David Smith Linden Thomas Advisory Services LLC | 4,330 | $1.1M | $1.8M | $706,205.47 | 64.48% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 636 | $301,820 | $265,364.64 | -$36,455.36 | -12.08% |
Kevin Kroskey True Wealth Design LLC | 5 | $2,274.2 | $2,080.25 | -$193.95 | -8.53% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 918 | $227,052.52 | $382,135.86 | $155,083.34 | 68.3% |
| PIL PFG Investments LLC PFG Investments LLC | 1,123 | $225,216.69 | $468,347.15 | $243,130.46 | 107.95% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 24 | $9,675.92 | $10,009.2 | $333.28 | 3.44% |
Alexandra Stickelman Root Financial Partners, LLC | 494 | $165,000.62 | $206,022.7 | $41,022.08 | 24.86% |