| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 3,070 | $108,268.7 | $187,300.7 | $79,032 | 73% |
Bree Pate Olisti Co. Wealth LLC | 1,400 | $77,201 | $85,372 | $8,171 | 10.58% |
Amy Ardeel Icon Wealth Advisors LLC | 12,448 | $580,872.86 | $757,772 | $176,899.14 | 30.45% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,121 | $405,693.32 | $365,240.07 | -$40,453.25 | -9.97% |
Bepin Serraj Richard W. Paul & Associates LLC | 338 | $12,435.55 | $20,618 | $8,182.45 | 65.8% |
Paul L. Moffat Arista Wealth Management LLC | 6,200 | $302,498 | $377,363 | $74,865 | 24.75% |
Andrew Lewis Genesis Private Wealth LLC | 3,840 | $208,980.6 | $234,124.8 | $25,144.2 | 12.03% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 50 | $3,130 | $3,079.25 | -$50.75 | -1.62% |
Paul B. Ordonio Park Place Capital Corp. | 6,457 | $231,905.92 | $385,224.62 | $153,318.7 | 66.11% |
Kevin Kroskey True Wealth Design LLC | 151 | $7,815.58 | $9,010.17 | $1,194.59 | 15.28% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 6,325 | $225,565.43 | $376,021.25 | $150,455.82 | 66.7% |
| PIL PFG Investments LLC PFG Investments LLC | 5,016 | $217,465.25 | $298,803.12 | $81,337.87 | 37.4% |
| JC Jared Calvert Buck Wealth Strategies LLC | 252 | $16,705 | $14,986.44 | -$1,718.56 | -10.29% |
| DD Damir Durkovic Entropy Technologies, LP | 35,650 | $2.36M | $2.11M | -$252,224.25 | -10.67% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 58 | $3,845 | $3,451.58 | -$393.42 | -10.23% |
Courtney Holt Compound Planning, Inc. | 19,294 | $860,723.88 | $1.15M | $288,619.7 | 33.53% |
Scott Kapusta First County Bank /CT/ | 16,862 | $609,956.61 | $1.03M | $416,601.95 | 68.3% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,750 | $184,355.7 | $222,750 | $38,394.3 | 20.83% |
Tony Macafee UniSuper Management Pty Ltd | 28,395 | $1.26M | $1.73M | $468,829.5 | 37.12% |
Denise Reinert CGC Financial Services, LLC | 286 | $10,527.66 | $17,434.56 | $6,906.9 | 65.61% |