| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 15,004 | $1.92M | $2.02M | $99,139.74 | 5.16% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,820 | $385,745.4 | $379,854 | -$5,891.4 | -1.53% |
| WJ William Jollie Quent Capital LLC | 1,371 | $175,967.85 | $184,385.79 | $8,417.94 | 4.78% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 6,897 | $909,170.52 | $911,542 | $2,371.48 | 0.26% |
| MS Missy Straw Nilsine Partners LLC | 9,578 | $1.33M | $1.29M | -$37,763.34 | -2.85% |
Dalila Toledo Ascent Group LLC | 2,128 | $275,576.43 | $286,194.72 | $10,618.29 | 3.85% |
| EM Erin Mccann Simplicity Wealth LLC | 2,010 | $258,140.95 | $270,586.2 | $12,445.25 | 4.82% |
Michael Byun SageView Advisory Group LLC | 834 | $113,544 | $112,114.62 | -$1,429.38 | -1.26% |
| TK Taro Kuriyama Axq Capita LLP | 16,042 | $2.16M | $2.16M | $1,862.95 | 0.09% |
Katie Christensen iSAM Funds UKK) Ltd | 2,021 | $274,997.45 | $271,784.08 | -$3,213.37 | -1.17% |
Kristen Williams Athena Investment Management | 2,881 | $379,345.54 | $387,840.22 | $8,494.68 | 2.24% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 101,927 | $13.62M | $13.71M | $84,747.64 | 0.62% |
David K. Balsdon Harvest Portfolios Group Inc. | 504,019 | $65.04M | $68M | $2.96M | 4.55% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,543 | $1.89M | $2.23M | $341,474.37 | 18.11% |
CJ Harrison DecisionPoint Financial LLC | 5 | $603 | $674.45 | $71.45 | 11.85% |
| JG John Ginter Callan Family Office LLC | 16,266 | $2.09M | $2.19M | $107,224.15 | 5.14% |
Mark Mowrey Signature Resources Capital Management LLC | 90 | $10,788.53 | $11,907.9 | $1,119.37 | 10.38% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,091 | $957,980.75 | $955,866.8 | -$2,113.95 | -0.22% |
| GF Gary Fraser Foresight Group Ltd. Liability Partnership | 195,213 | $22.84M | $26.33M | $3.5M | 15.31% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 90,440 | $12.77M | $12.18M | -$592,773.06 | -4.64% |