| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Saenz Coastwise Capital Group LLC | 12,258 | $179,702.28 | $183,286.52 | $3,584.24 | 1.99% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 52,599 | $775,898.79 | $786,881.04 | $10,982.25 | 1.42% |
CJ Harrison DecisionPoint Financial LLC | 11 | $162 | $164.67 | $2.67 | 1.65% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,383 | $135,023.88 | $155,277.76 | $20,253.88 | 15% |
Anita Woodhouse V-Square Quantitative Management LLC | 20,506 | $271,927.21 | $306,974.82 | $35,047.61 | 12.89% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 9,686 | $163,740.95 | $144,708.84 | -$19,032.11 | -11.62% |
Rachel Faulk Cape Investment Advisory Inc. | 70,615 | $1.01M | $1.06M | $43,935.23 | 4.34% |
Mariana Coli Dunhill Financial LLC | 95 | $1,344.19 | $1,422.15 | $77.96 | 5.8% |
Lukas Lindgren Abound Wealth Management | 48 | $631.68 | $717.84 | $86.16 | 13.64% |
Drew Phillips Fortitude Family Office LLC | 744 | $10,040.03 | $11,137.68 | $1,097.65 | 10.93% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 120,633 | $1.37M | $1.8M | $428,958.22 | 31.24% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 19,728 | $293,947 | $295,130.88 | $1,183.88 | 0.4% |
David Bach River Street Advisors LLC | 40,353 | $741,315.87 | $604,286.17 | -$137,029.7 | -18.48% |
Kun Gao Sherbrooke Park Advisers LLC | 15,143 | $211,967.92 | $226,766.42 | $14,798.5 | 6.98% |
Kevin Kroskey True Wealth Design LLC | 674 | $9,880.84 | $10,089.78 | $208.94 | 2.11% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 21,762 | $270,251.85 | $325,233.09 | $54,981.24 | 20.34% |
Lison Couture iA Global Asset Management Inc. | 63,513 | $931,100.58 | $949,201.78 | $18,101.2 | 1.94% |
| JC Jared Calvert Buck Wealth Strategies LLC | 10 | $147 | $149.55 | $2.55 | 1.73% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 562 | $8,277.77 | $8,401.9 | $124.13 | 1.5% |
Courtney Holt Compound Planning, Inc. | 23,988 | $320,164.82 | $358,740.54 | $38,575.72 | 12.05% |