| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 2,688 | $166,587.93 | $356,482.56 | $189,894.63 | 113.99% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,766 | $240,158 | $214,268.78 | -$25,889.22 | -10.78% |
Lawrence Kam Sonic GP LLC | 51,785 | $1.95M | $6.28M | $4.33M | 221.83% |
Moises Valladares Insigneo Advisory Services LLC | 3,962 | $399,782.36 | $496,597.08 | $96,814.72 | 24.22% |
John Canning Mi LLCreek Capital Advisors LLC | 2,939 | $270,594 | $356,588.87 | $85,994.87 | 31.78% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,819 | $392,813.11 | $639,095.78 | $246,282.67 | 62.7% |
Jarrod Musick Destiny Capital Corp./ Co. | 6,708 | $912,221 | $830,182.08 | -$82,038.92 | -8.99% |
Ashley Buboltz Moran Wealth Management LLC | 34,355 | $3.16M | $4.56M | $1.39M | 44.04% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,500 | $66,375 | $185,640 | $119,265 | 179.68% |
Paul B. Ordonio Park Place Capital Corp. | 74 | $6,518.84 | $9,275.16 | $2,756.32 | 42.28% |
David D. Jones Applied Finance Capital Management LLC | 4,811 | $413,767.55 | $583,718.63 | $169,951.08 | 41.07% |
Kevin Kroskey True Wealth Design LLC | 1,758 | $150,793.72 | $213,298.14 | $62,504.42 | 41.45% |
Jill Batley Gateway Wealth Partners LLC | 6,225 | $573,114 | $755,279.25 | $182,165.25 | 31.79% |
Amber Anderson Aspen Wealth Strategies LLC | 5,241 | $484,603.78 | $679,023.96 | $194,420.18 | 40.12% |
| PIL PFG Investments LLC PFG Investments LLC | 1,743 | $237,031 | $211,478.19 | -$25,552.81 | -10.78% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 10,106 | $1.05M | $1.27M | $218,931.03 | 20.9% |
Scott Boyce Decker Retirement Planning Inc. | 40 | $5,440 | $4,853.2 | -$586.8 | -10.79% |
| DD Damir Durkovic Entropy Technologies, LP | 44,443 | $4.09M | $5.56M | $1.47M | 35.9% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 212 | $27,771.5 | $25,721.96 | -$2,049.54 | -7.38% |
Alexandra Stickelman Root Financial Partners, LLC | 3,224 | $314,170.93 | $391,167.92 | $76,996.99 | 24.51% |