| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 6,587 | $442,274.98 | $530,549.91 | $88,274.93 | 19.96% |
| EM Erin Mccann Simplicity Wealth LLC | 2,908 | $216,733.24 | $230,153.66 | $13,420.42 | 6.19% |
Michael Byun SageView Advisory Group LLC | 6,690 | $524,318.43 | $535,735.2 | $11,416.77 | 2.18% |
Taro Kuriyama Axq Capita LLP | 39,548 | $3.01M | $3.13M | $117,587.54 | 3.91% |
Patricia A. Thompson Leeward Investments LLC - MA | 94,895 | $5.97M | $7.6M | $1.63M | 27.23% |
Daniel Ronan Catalyst Financial Partners LLC | 6,575 | $434,534.64 | $526,000 | $91,465.36 | 21.05% |
Joseph Wallace Wallace Advisory Group LLC | 3,393 | $239,601.78 | $271,541.79 | $31,940.01 | 13.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 50 | $3,162.11 | $3,956.5 | $794.39 | 25.12% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,640 | $337,745.29 | $535,516 | $197,770.71 | 58.56% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 27,781 | $1.9M | $2.19M | $296,689.75 | 15.65% |
CJ Harrison DecisionPoint Financial LLC | 116 | $8,664.06 | $9,177.92 | $513.86 | 5.93% |
| JG John Ginter Callan Family Office LLC | 26,313 | $2.22M | $2.09M | -$126,251.61 | -5.7% |
Mark Mowrey Signature Resources Capital Management LLC | 125 | $8,836.2 | $10,001.25 | $1,165.05 | 13.18% |
Vincent Storm PhiloSmith Capital Corp. | 338,000 | $18.96M | $27.12M | $8.16M | 43.03% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 151,312 | $11.92M | $12.19M | $269,948.26 | 2.27% |
Rachel Faulk Cape Investment Advisory Inc. | 20 | $1,488.8 | $1,582.4 | $93.6 | 6.29% |
Lansing A. Davis Davis Asset Management LP | 47 | $3,536.75 | $3,728.51 | $191.76 | 5.42% |
Mariana Coli Dunhill Financial LLC | 117 | $8,560.19 | $9,257.04 | $696.85 | 8.14% |
Lukas Lindgren Abound Wealth Management | 18 | $1,416.62 | $1,428.66 | $12.04 | 0.85% |
Drew Phillips Fortitude Family Office LLC | 1,266 | $94,300.81 | $100,165.92 | $5,865.11 | 6.22% |