| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 8,174 | $308,035 | $563,433.82 | $255,398.82 | 82.91% |
Peter Sigismondi Ramirez Asset Management, Inc. | 424 | $13,584.98 | $29,841.12 | $16,256.14 | 119.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,104 | $232,725.55 | $282,888.72 | $50,163.17 | 21.55% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 13,162 | $545,408.64 | $907,256.66 | $361,848.02 | 66.34% |
Syon Capital LLC SYON CAPITAL LLC | 12,006 | $698,725.37 | $856,868.22 | $158,142.85 | 22.63% |
Curtis Burkholder Bare Financial Services, Inc | 145 | $6,328.52 | $9,994.85 | $3,666.33 | 57.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,914 | $99,816.89 | $134,707.32 | $34,890.43 | 34.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,194 | $879,904.89 | $1.63M | $752,488.83 | 85.52% |
Corey Saft Sivia Capital Partners, LLC | 6,018 | $229,274.65 | $414,820.74 | $185,546.09 | 80.93% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,341 | $43,474.52 | $97,477.29 | $54,002.77 | 124.22% |
| HAS Hayley A. Snell LRI Investments, LLC | 304 | $19,878.05 | $20,954.72 | $1,076.67 | 5.42% |
Greg Reidy Granite FO LLC | 43 | $1,536 | $2,963.99 | $1,427.99 | 92.97% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 6,885 | $219,287.65 | $484,566.3 | $265,278.65 | 120.97% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 99 | $4,190.79 | $6,824.07 | $2,633.28 | 62.83% |
| DN Daniel Newman Noble Wealth Management PBC | 41 | $2,353 | $2,826.13 | $473.13 | 20.11% |
| RFL Rossby Financial LLC Rossby Financial LLC | 75 | $4,975.25 | $5,169.75 | $194.5 | 3.91% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 40 | $2,664 | $2,757.2 | $93.2 | 3.5% |