| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 62 | $1,406.88 | $2,420.48 | $1,013.6 | 72.05% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 12,959 | $426,466.52 | $504,234.69 | $77,768.17 | 18.24% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 1.35M | $45M | $52.21M | $7.2M | 16% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 47,303 | $1.07M | $1.84M | $767,303.83 | 71.49% |
| JM John Malone Amundi | 37,672 | $772,050.56 | $1.47M | $700,924.64 | 90.79% |
| CP C Pace Texas Yale Capital Corp. | 6,000 | $228,000 | $233,460 | $5,460 | 2.39% |
| YA Yinka Akinsola Blue Trust Inc. | 8,455 | $233,515.4 | $330,590.48 | $97,075.08 | 41.57% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 95,377 | $3.55M | $3.72M | $170,044.74 | 4.79% |
Joseph Castro Nuveen LLC | 18,041 | $717,301 | $704,320.66 | -$12,980.34 | -1.81% |
Brian Baylis Bell Investment Advisors Inc. | 150 | $5,505.24 | $5,865 | $359.76 | 6.53% |
Timothy Gerlach Novem Group | 27,024 | $1.07M | $1.05M | -$26,214.04 | -2.44% |
Lukas Lindgren Abound Wealth Management | 8 | $167.79 | $313.28 | $145.49 | 86.71% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 188 | $7,144 | $7,350.8 | $206.8 | 2.89% |
Moises Valladares Insigneo Advisory Services LLC | 6,255 | $248,699 | $243,131.85 | -$5,567.15 | -2.24% |
Kevin Kroskey True Wealth Design LLC | 163 | $5,527.97 | $6,373.3 | $845.33 | 15.29% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 145 | $5,766 | $5,665.87 | -$100.13 | -1.74% |
Courtney Holt Compound Planning, Inc. | 7,248 | $275,700.57 | $283,541.76 | $7,841.19 | 2.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,263 | $316,257.32 | $361,627.53 | $45,370.21 | 14.35% |
Syon Capital LLC SYON CAPITAL LLC | 6,183 | $234,935.76 | $241,075.17 | $6,139.41 | 2.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,590 | $58,086.18 | $62,073.6 | $3,987.42 | 6.86% |