| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 38 | $620 | $1,724.35 | $1,104.35 | 178.12% |
| DP Drew Phillips Fortitude Family Office LLC | 180 | $2,084.52 | $7,936.2 | $5,851.68 | 280.72% |
| SS Sheryl Stephens Stephens Consulting LLC | 21 | $475 | $925.89 | $450.89 | 94.92% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 210 | $2,431.8 | $9,258.9 | $6,827.1 | 280.74% |
| SA Steve Alexandrowski GEM Asset Management LLC | 9,902 | $210,154 | $436,579.18 | $226,425.18 | 107.74% |
Kevin Kroskey True Wealth Design LLC | 4,812 | $58,744.46 | $214,037.76 | $155,293.3 | 264.35% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 25,538 | $487,230.48 | $1.11M | $618,437.23 | 126.93% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,487 | $49,823.31 | $63,777.58 | $13,954.27 | 28.01% |
Alexandra Stickelman Root Financial Partners, LLC | 99 | $1,659.09 | $4,246.12 | $2,587.03 | 155.93% |
Shawn Scholz Impact Partnership Wealth, LLC | 10,403 | $220,856 | $446,185.71 | $225,329.71 | 102.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,482 | $31,891.17 | $64,822.68 | $32,931.51 | 103.26% |
Mathieu Cornu Pictet Asset Management Holding SA | 219,049 | $2.49M | $9.37M | $6.88M | 276.54% |
Jae Cho Marex Group plc | 35,711 | $613,491.38 | $1.53M | $913,868.09 | 148.96% |
Syon Capital LLC SYON CAPITAL LLC | 54,903 | $723,054.2 | $2.34M | $1.62M | 223.85% |
Joseph C. Gissy Tactive Advisors, LLC | 12,495 | $479,058 | $534,411.15 | $55,353.15 | 11.55% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 113 | $1,160.63 | $4,818.07 | $3,657.44 | 315.13% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 42 | $892 | $1,790.79 | $898.79 | 100.76% |
Curtis Burkholder Bare Financial Services, Inc | 148 | $2,045.19 | $6,313.68 | $4,268.49 | 208.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 743 | $12,655.03 | $31,577.5 | $18,922.47 | 149.53% |
Matthew Stead Sachetta, LLC | 488 | $5,652 | $22,345.52 | $16,693.52 | 295.36% |