| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 360 | $346,162 | $408,027.6 | $61,865.6 | 17.87% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 111 | $105,869.64 | $124,436.55 | $18,566.91 | 17.54% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,168 | $2.25M | $2.46M | $213,625.22 | 9.49% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 411 | $414,812.57 | $465,087.6 | $50,275.03 | 12.12% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,191 | $1.33M | $1.36M | $29,005.37 | 2.18% |
Michael Topley Lansing Street Advisors | 274 | $281,763.94 | $313,640.95 | $31,877.01 | 11.31% |
Timothy Gerlach Novem Group | 317 | $330,961.36 | $357,312.89 | $26,351.53 | 7.96% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 501 | $513,413.9 | $569,341.41 | $55,927.51 | 10.89% |
Daniel Ronan Catalyst Financial Partners LLC | 896 | $924,876.4 | $1.01M | $86,676.24 | 9.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,137 | $6.22M | $6.88M | $655,063.11 | 10.53% |
Matthew Heller Willner & Heller LLC | 254 | $258,895.78 | $290,737.29 | $31,841.51 | 12.3% |
Edward Lowndes Angeles Wealth Management LLC | 1,358 | $1.4M | $1.53M | $132,590.55 | 9.48% |
Angela Cox W Advisors LLC | 666 | $683,949.54 | $763,499.07 | $79,549.53 | 11.63% |
Benjamin Cauley Carr Financial Group Corp. | 375 | $384,793.78 | $427,237.5 | $42,443.72 | 11.03% |
Michael Stulic Astoria Portfolio Advisors LLC | 545 | $555,559.6 | $617,024.47 | $61,464.87 | 11.06% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,627 | $4.74M | $5.27M | $528,750.06 | 11.15% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 359 | $371,036.66 | $398,077.15 | $27,040.49 | 7.29% |
Brad Saenz Coastwise Capital Group LLC | 279 | $307,008.51 | $318,475.71 | $11,467.2 | 3.74% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 781 | $799,903.24 | $890,933.56 | $91,030.32 | 11.38% |
CJ Harrison DecisionPoint Financial LLC | 1 | $981 | $1,120.78 | $139.78 | 14.25% |