| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 34,541 | $475,381.07 | $722,597.72 | $247,216.65 | 52% |
| LWL Leo Wealth LLC Leo Wealth LLC | 16,700 | $138,750.58 | $336,338 | $197,587.42 | 142.4% |
Dalila Toledo Ascent Group LLC | 16,501 | $168,511.59 | $329,194.95 | $160,683.36 | 95.35% |
Allison Brooke Blake WorthPointe LLC | 9,433 | $256,671.93 | $197,338.36 | -$59,333.57 | -23.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,550 | $186,723.9 | $492,666 | $305,942.1 | 163.85% |
Edward Lowndes Angeles Wealth Management LLC | 9,153 | $249,053.13 | $183,517.65 | -$65,535.48 | -26.31% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,903 | $323,881 | $245,023.25 | -$78,857.75 | -24.35% |
| JG John Ginter Callan Family Office LLC | 133,907 | $1.13M | $2.76M | $1.63M | 144.15% |
Anita Woodhouse V-Square Quantitative Management LLC | 15,195 | $169,265.01 | $325,173 | $155,907.99 | 92.11% |
Lukas Lindgren Abound Wealth Management | 31 | $201.29 | $649.76 | $448.47 | 222.8% |
Drew Phillips Fortitude Family Office LLC | 180 | $4,408 | $3,765.6 | -$642.4 | -14.57% |
Alex Nunnamaker Schechter Investment Advisors LLC | 15,635 | $130,913.5 | $313,481.75 | $182,568.25 | 139.46% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 7,826 | $212,945.46 | $157,419.99 | -$55,525.47 | -26.07% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 12,268 | $92,991.42 | $248,120.3 | $155,128.88 | 166.82% |
Patrick D. Hayes Canopy Partners LLC | 26,143 | $226,935.74 | $529,657.18 | $302,721.44 | 133.4% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 48,516 | $856,144.97 | $1.01M | $158,809.75 | 18.55% |
Ashley Buboltz Moran Wealth Management LLC | 500,125 | $3.86M | $10.03M | $6.17M | 159.96% |
Kevin Kroskey True Wealth Design LLC | 1,130 | $12,881.45 | $23,639.6 | $10,758.15 | 83.52% |
Angus Yuk Chi Wai Polymer Capital Management (HK) Ltd. | 115,074 | $3.13M | $2.35M | -$784,805.14 | -25.06% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 10,927 | $297,323.67 | $222,801.53 | -$74,522.14 | -25.06% |