| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anita Woodhouse V-Square Quantitative Management LLC | 716 | $41,910.48 | $52,067.59 | $10,157.11 | 24.24% |
Mariana Coli Dunhill Financial LLC | 21 | $1,103.78 | $1,527.33 | $423.55 | 38.37% |
Lukas Lindgren Abound Wealth Management | 1,934 | $100,448.7 | $138,899.88 | $38,451.18 | 38.28% |
| DP Drew Phillips Fortitude Family Office LLC | 320 | $16,008.65 | $23,308.8 | $7,300.15 | 45.6% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,597 | $210,145.19 | $334,339.81 | $124,194.62 | 59.1% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 193 | $11,121 | $14,079.35 | $2,958.35 | 26.6% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 3,320 | $229,693 | $242,194 | $12,501 | 5.44% |
Kevin Kroskey True Wealth Design LLC | 378 | $20,224.68 | $27,045.9 | $6,821.22 | 33.73% |
| DD Damir Durkovic Entropy Technologies, LP | 22,770 | $1.33M | $1.66M | $332,130.9 | 24.95% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 415 | $27,950.44 | $30,311.6 | $2,361.16 | 8.45% |
Alexandra Stickelman Root Financial Partners, LLC | 605 | $34,318.51 | $44,189.2 | $9,870.69 | 28.76% |
Courtney Holt Compound Planning, Inc. | 6,335 | $301,854.74 | $462,708.4 | $160,853.66 | 53.29% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,617 | $204,650.29 | $264,294.19 | $59,643.9 | 29.14% |
Norden Group LLC NORDEN GROUP LLC | 26,118 | $1.5M | $1.91M | $407,255.26 | 27.13% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3,524 | $206,295 | $257,481.06 | $51,186.06 | 24.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,491 | $617,977.47 | $1.34M | $718,367.1 | 116.24% |
Mathieu Cornu Pictet Asset Management Holding SA | 24,624 | $983,129.28 | $1.8M | $816,885.12 | 83.09% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5 | $289 | $365.75 | $76.75 | 26.56% |
| KS Kristi Shields ROGCO, LP | 160 | $5,582.5 | $11,696 | $6,113.5 | 109.51% |
Syon Capital LLC SYON CAPITAL LLC | 17,853 | $996,312.65 | $1.31M | $309,636.09 | 31.08% |