| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Rafael Guijarro City National Bank Of Florida /MSD | 1,690 | $201,668 | $185,578.9 | -$16,089.1 | -7.98% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 70 | $4,839.51 | $7,686.7 | $2,847.19 | 58.83% |
| YA Yinka Akinsola Blue Trust Inc. | 314 | $29,239.68 | $34,480.34 | $5,240.66 | 17.92% |
| SE Sima Elimelech Activest Wealth Management | 79,823 | $7.05M | $9.09M | $2.04M | 28.92% |
Andrew Endelman Independent Wealth Network Inc. | 8,610 | $622,645.12 | $971,638.5 | $348,993.38 | 56.05% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 5,262 | $422,306.77 | $598,236.78 | $175,930.01 | 41.66% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,033 | $1.45M | $2.28M | $834,174.12 | 57.69% |
M. Katherine Pieper Unionview LLC | 3,691 | $302,460.65 | $420,109.62 | $117,648.97 | 38.9% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,047 | $293,395.63 | $346,932.64 | $53,537.01 | 18.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 11,695 | $1.1M | $1.3M | $205,342.21 | 18.71% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 122,532 | $9.33M | $13.9M | $4.57M | 48.97% |
| JB Jodi Burnett Invictus Private Wealth LLC | 63,482 | $6.08M | $7.12M | $1.03M | 16.97% |
Mariana Coli Dunhill Financial LLC | 1,155 | $111,214 | $129,325.35 | $18,111.35 | 16.29% |
| RDL Rodrigo De La Garza Summa Corp. | 5,500 | $366,135 | $615,835 | $249,700 | 68.2% |
David Bach River Street Advisors LLC | 3,198 | $216,665 | $357,792.24 | $141,127.24 | 65.14% |
| MV Moises Valladares Insigneo Advisory Services LLC | 11,283 | $844,408.95 | $1.26M | $417,999.66 | 49.5% |
Lison Couture iA Global Asset Management Inc. | 35,080 | $2.93M | $3.92M | $994,331.23 | 33.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,933 | $128,450.56 | $215,258.88 | $86,808.32 | 67.58% |
Annmarie Young KPP Advisory Services LLC | 5,964 | $467,385.63 | $664,151.04 | $196,765.41 | 42.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 47 | $4,083.45 | $5,161.07 | $1,077.62 | 26.39% |