| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 4,810.4 | $221,037.88 | $211,368.98 | -$9,668.9 | -4.37% |
Arpan Shah XY Capital Ltd. | 114,024 | $4.53M | $5.01M | $477,760.56 | 10.54% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,084 | $798,339 | $882,490.96 | $84,151.96 | 10.54% |
CJ Harrison DecisionPoint Financial LLC | 711 | $28,263 | $31,241.34 | $2,978.34 | 10.54% |
| JG John Ginter Callan Family Office LLC | 11,145 | $443,014 | $489,711.3 | $46,697.3 | 10.54% |
Anita Woodhouse V-Square Quantitative Management LLC | 6,304 | $250,584 | $276,997.76 | $26,413.76 | 10.54% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 125,965 | $5.01M | $5.53M | $527,793.1 | 10.54% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 751 | $29,852.25 | $32,998.94 | $3,146.69 | 10.54% |
| DP Drew Phillips Fortitude Family Office LLC | 311 | $12,362 | $13,665.34 | $1,303.34 | 10.54% |
Anita Mauro Patrick Mauro Investment Advisor Inc. | 14,519 | $648,005.69 | $637,964.86 | -$10,040.83 | -1.55% |
Bert D. Barre Colonial Trust Co. / SC | 60 | $2,482.11 | $2,636.4 | $154.29 | 6.22% |
| VL Victoria Latham Fiduciary Alliance LLC | 10,380 | $421,442 | $456,097.2 | $34,655.2 | 8.22% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,546 | $299,954 | $331,571.24 | $31,617.24 | 10.54% |
| SS Stephen Smith Kestra Investment Management LLC | 16,539 | $657,410 | $726,723.66 | $69,313.66 | 10.54% |
Amy Hart Phillips Wealth Planners LLC | 7,499 | $301,460 | $329,506.06 | $28,046.06 | 9.3% |
Bepin Serraj Richard W. Paul & Associates LLC | 561 | $22,300 | $25,160.85 | $2,860.85 | 12.83% |
Andrew Lewis Genesis Private Wealth LLC | 5,505 | $218,823.75 | $241,889.7 | $23,065.95 | 10.54% |
| DS David Smith Linden Thomas Advisory Services LLC | 35,786 | $1.43M | $1.57M | $140,827.65 | 9.84% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 8,634 | $343,216 | $379,377.96 | $36,161.96 | 10.54% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 10,350 | $411,412.5 | $454,779 | $43,366.5 | 10.54% |