| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 748 | $280,567.32 | $267,178.12 | -$13,389.2 | -4.77% |
W. Travis McKinney HB Wealth Management LLC | 1,197 | $267,712.73 | $425,030.76 | $157,318.03 | 58.76% |
William Jollie Quent Capital LLC | 2 | $566.31 | $710.16 | $143.85 | 25.4% |
Michael Byun SageView Advisory Group LLC | 596 | $233,466 | $212,789.88 | -$20,676.12 | -8.86% |
Taro Kuriyama Axq Capita LLP | 905 | $279,099.86 | $319,175.4 | $40,075.54 | 14.36% |
Jeffrey Gilbert Balboa Wealth Partners | 736 | $213,653.44 | $261,868.8 | $48,215.36 | 22.57% |
James M. Perkins Quantum Private Wealth LLC | 2,183 | $424,767.85 | $779,200.02 | $354,432.17 | 83.44% |
CJ Harrison DecisionPoint Financial LLC | 1 | $382 | $355.08 | -$26.92 | -7.05% |
| JG John Ginter Callan Family Office LLC | 25,757 | $6.31M | $9.04M | $2.73M | 43.32% |
Anita Woodhouse V-Square Quantitative Management LLC | 64 | $25,053 | $22,725.12 | -$2,327.88 | -9.29% |
Drew Phillips Fortitude Family Office LLC | 24 | $6,711.03 | $8,521.92 | $1,810.89 | 26.98% |
Brian Matter Creative Capital Management Investments LLC | 7 | $2,625.63 | $2,485.56 | -$140.07 | -5.33% |
| BP Brett Pohl Kingdom Financial Group LLC | 3 | $1,125.27 | $1,065.73 | -$59.54 | -5.29% |
Stephen Smith Kestra Investment Management LLC | 5,807 | $2.07M | $2.07M | -$1,117.53 | -0.05% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 795 | $311,203 | $282,988.2 | -$28,214.8 | -9.07% |
Ashley Buboltz Moran Wealth Management LLC | 695 | $272,058 | $247,281 | -$24,777 | -9.11% |
David Smith Linden Thomas Advisory Services LLC | 8,248 | $2.16M | $2.94M | $779,582.14 | 36.15% |
Kevin Kroskey True Wealth Design LLC | 105 | $30,710.93 | $37,283.4 | $6,572.47 | 21.4% |
Courtney Holt Compound Planning, Inc. | 572 | $223,911 | $200,724.81 | -$23,186.19 | -10.36% |
Thomas Healy PFW Advisors LLC | 927 | $193,131.21 | $329,159.15 | $136,027.94 | 70.43% |