| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 27,626 | $209,405.03 | $627,938.98 | $418,533.95 | 199.87% |
| PDH Patrick D. Hayes Canopy Partners LLC | 25,645 | $213,385.16 | $582,141.5 | $368,756.34 | 172.81% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 25,382 | $226,669 | $571,983.37 | $345,314.37 | 152.34% |
Ashley Buboltz Moran Wealth Management LLC | 910,416 | $6.75M | $20.61M | $13.85M | 205.12% |
Kevin Kroskey True Wealth Design LLC | 914 | $7,167.23 | $22,776.88 | $15,609.65 | 217.79% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 223 | $6,068 | $4,971.14 | -$1,096.86 | -18.08% |
Alexandra Stickelman Root Financial Partners, LLC | 285 | $2,559 | $6,353.25 | $3,794.25 | 148.27% |
Jorge Paganin Abacus Wealth Partners, LLC | 55,860 | $439,061.08 | $1.25M | $806,175.63 | 183.61% |
Courtney Holt Compound Planning, Inc. | 61,630 | $487,522.15 | $1.37M | $886,339.97 | 181.81% |
| BF Brian Falahee Delta Global Management LP | 159,747 | $1.43M | $3.56M | $2.13M | 148.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,062 | $109,561.49 | $298,817.5 | $189,256.01 | 172.74% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 86,927 | $741,001.33 | $1.86M | $1.12M | 150.57% |
Syon Capital LLC SYON CAPITAL LLC | 18,952 | $155,551.35 | $423,577.2 | $268,025.85 | 172.31% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,482 | $13,308 | $32,907.81 | $19,599.81 | 147.28% |
Taylor Wagner Valued Wealth Advisors LLC | 423 | $3,578.58 | $9,392.71 | $5,814.13 | 162.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,766 | $52,553.12 | $150,137.54 | $97,584.42 | 185.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 118 | $1,060 | $2,607.8 | $1,547.8 | 146.02% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,469 | $11,138 | $32,464.9 | $21,326.9 | 191.48% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 102,902 | $860,201.81 | $2.3M | $1.44M | 167.9% |
Corey Saft Sivia Capital Partners, LLC | 18,475 | $150,873.39 | $409,960.25 | $259,086.86 | 171.72% |