| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LK Lenny Kisin Applied Capital LLC/FL | 14,061 | $880,343.83 | $1.01M | $131,204.51 | 14.9% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 10,175 | $694,918.96 | $752,543 | $57,624.04 | 8.29% |
David Gutierrez Gutierrez Wealth Advisory LLC | 5,084 | $297,161.03 | $375,809.28 | $78,648.25 | 26.47% |
Kevin Kroskey True Wealth Design LLC | 611 | $37,247.92 | $44,053.1 | $6,805.18 | 18.27% |
Jill Batley Gateway Wealth Partners LLC | 25,676 | $1.74M | $1.9M | $158,202.12 | 9.07% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 87 | $5,491 | $6,443.22 | $952.22 | 17.34% |
| PIL PFG Investments LLC PFG Investments LLC | 12,051 | $726,299.24 | $891,774 | $165,474.76 | 22.78% |
| DD Damir Durkovic Entropy Technologies, LP | 25,031 | $1.63M | $1.85M | $223,334.29 | 13.71% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 169 | $12,084 | $12,506 | $422 | 3.49% |
Alexandra Stickelman Root Financial Partners, LLC | 272 | $18,343.54 | $20,128 | $1,784.46 | 9.73% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 3,410 | $219,482.82 | $252,340 | $32,857.18 | 14.97% |
Staci Compagno Portside Wealth Group, LLC | 3,426 | $232,810 | $258,680.13 | $25,870.13 | 11.11% |
Courtney Holt Compound Planning, Inc. | 10,415 | $628,106.32 | $770,710 | $142,603.68 | 22.7% |
Katherine Stoner Empower Advisory Group, LLC | 3,066 | $208,365 | $226,884 | $18,519 | 8.89% |
Nemes Rush Group LLC Nemes Rush Group LLC | 361 | $23,343.02 | $26,714 | $3,370.98 | 14.44% |
Ian Wang Plato Investment Management Ltd | 4,853 | $305,096.07 | $359,122 | $54,025.93 | 17.71% |
John Shanley Aspect Partners, LLC | 25 | $1,689 | $1,802.5 | $113.5 | 6.72% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,000 | $264,680 | $295,860 | $31,180 | 11.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,268 | $269,064.8 | $315,682.62 | $46,617.82 | 17.33% |
Annmarie Young KPP Advisory Services LLC | 4,882 | $269,434.55 | $361,097.13 | $91,662.58 | 34.02% |