| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 8,519 | $308,163.09 | $373,472.96 | $65,309.87 | 21.19% |
Michael Koch Counterweight Ventures, LLC | 28,409 | $1.18M | $1.26M | $84,405.55 | 7.18% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,883 | $378,063.85 | $387,298.8 | $9,234.95 | 2.44% |
| CI CacheTech Inc. CacheTech Inc. | 77,124 | $3.1M | $3.33M | $228,587.68 | 7.38% |
Darin Pilacinski True Vision MN LLC | 6,925 | $301,762.4 | $307,123.75 | $5,361.35 | 1.78% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 14,352 | $576,428.8 | $629,191.68 | $52,762.88 | 9.15% |
Nicholas Jeffries M3 Advisory Group, LLC | 18,829 | $626,980.9 | $835,066.15 | $208,085.25 | 33.19% |
Michael Bailey MGB Wealth Management, LLC | 2,304 | $91,245.8 | $102,182.4 | $10,936.6 | 11.99% |
Fox Hill Wealth Management Fox Hill Wealth Management | 63,526 | $2.38M | $2.8M | $416,927.57 | 17.52% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 392,328 | $16.76M | $17.4M | $644,607.97 | 3.85% |
Lindsey Cooksen Cooksen Wealth, LLC | 18,609 | $650,514.77 | $825,309.15 | $174,794.38 | 26.87% |
Cory Davis IMZ Advisory Inc | 160,802 | $5.89M | $7.13M | $1.24M | 21.02% |
Robert Santos Arrowroot Family Office, LLC | 19,807 | $898,049 | $864,773.62 | -$33,275.38 | -3.71% |
| WL Wealthcollab LLC WealthCollab, LLC | 215 | $9,749 | $9,374 | -$375 | -3.85% |
Kayla Tweedy JBR Co Financial Management Inc | 26,007 | $874,801.1 | $1.15M | $278,609.35 | 31.85% |
Ian Jameson American Capital Advisory, LLC | 622 | $21,994.25 | $27,585.7 | $5,591.45 | 25.42% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 8,053 | $361,827.3 | $353,043.52 | -$8,783.78 | -2.43% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 157,517 | $6.69M | $6.99M | $292,434.19 | 4.37% |
Janice M. Powell Diversify Advisory Services, LLC | 25,966 | $1.19M | $1.13M | -$54,014.4 | -4.55% |
David W. Marrazzo Guardian Asset Advisors, LLC | 9,218 | $417,924 | $408,818.3 | -$9,105.7 | -2.18% |