| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 3,978 | $446,556.99 | $618,340.32 | $171,783.33 | 38.47% |
Henry Pizzutello HFG Wealth Management, LLC | 3,144 | $354,894.01 | $502,254 | $147,359.99 | 41.52% |
Kara Lilian Lynx Investment Advisory | 2,912 | $398,162 | $452,641.28 | $54,479.28 | 13.68% |
Michael Mills Mills Wealth Advisors LLC | 5,295 | $881,301.05 | $823,054.8 | -$58,246.25 | -6.61% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,445 | $263,008.75 | $380,050.8 | $117,042.05 | 44.5% |
Richard Mueller ADAPT Investment Managers SA | 59,100 | $10.03M | $9.19M | -$840,402 | -8.38% |
Kennedy James Axecap Investments, LLC | 4,464 | $524,517.42 | $682,746.52 | $158,229.1 | 30.17% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 2,111 | $251,081.3 | $328,133.84 | $77,052.54 | 30.69% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 7,312 | $737,136.58 | $1.14M | $399,440.7 | 54.19% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 106,449 | $15.2M | $16.55M | $1.35M | 8.86% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 9,803 | $1.13M | $1.52M | $398,160.48 | 35.37% |
Kings Path Partners LLC Kings Path Partners LLC | 8,290 | $954,798.12 | $1.29M | $333,799.48 | 34.96% |
Kelly Dixon Cannon Financial Strategists, Inc. | 6,591 | $850,992.05 | $1.01M | $157,068.51 | 18.46% |
| FFL Farrell Financial LLC Farrell Financial LLC | 3,562 | $356,944.52 | $553,677.28 | $196,732.76 | 55.12% |
Neisy Arnez Drucker Wealth 3.0, LLC | 29,632 | $3.41M | $4.61M | $1.19M | 34.96% |
Andrew Bowers BridgePort Financial Solutions, LLC | 14,106 | $1.54M | $2.19M | $648,855.99 | 42.03% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 31,396 | $3.4M | $4.88M | $1.48M | 43.45% |
Carmen McClennon WR Wealth Planners, LLC | 8,066 | $874,876.56 | $1.25M | $378,902.48 | 43.31% |
Craig Small Symphony Financial Services, Inc. | 8,177 | $946,143.42 | $1.27M | $324,889.46 | 34.34% |
Nathan Edwards IMG Wealth Management, Inc. | 1,378 | $151,081.53 | $210,758.22 | $59,676.69 | 39.5% |