| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 250 | $11,112.5 | $11,903.75 | $791.25 | 7.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 72 | $3,088.32 | $3,348.72 | $260.4 | 8.43% |
| NA Nizar Araji National Bank Of Canada /FI/ | 153 | $7,114.29 | $7,291.98 | $177.69 | 2.5% |
| YA Yinka Akinsola Blue Trust Inc. | 14,767 | $572,454.3 | $686,813.17 | $114,358.87 | 19.98% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,989 | $341,254.4 | $380,955.46 | $39,701.06 | 11.63% |
Joseph Castro Nuveen LLC | 39,180 | $1.73M | $1.82M | $88,183.8 | 5.09% |
Brian Baylis Bell Investment Advisors Inc. | 1,326 | $54,006.42 | $63,197.16 | $9,190.74 | 17.02% |
Dinan Hu R Squared Ltd | 47,851 | $2.04M | $2.27M | $233,121.97 | 11.42% |
Ashish Sharma DGS Capital Management LLC | 13,401 | $529,557.7 | $637,284.55 | $107,726.85 | 20.34% |
W. Travis McKinney HB Wealth Management LLC | 11,016 | $482,872.87 | $525,022.56 | $42,149.69 | 8.73% |
Dalila Toledo Ascent Group LLC | 22,658 | $962,546.92 | $1.08M | $116,313.75 | 12.08% |
Edward Lowndes Angeles Wealth Management LLC | 5,001 | $222,444.48 | $237,822.55 | $15,378.07 | 6.91% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,800 | $160,442.91 | $176,738 | $16,295.09 | 10.16% |
Lukas Lindgren Abound Wealth Management | 14 | $567.65 | $666.82 | $99.17 | 17.47% |
Alex Nunnamaker Schechter Investment Advisors LLC | 9,081 | $352,129.85 | $431,892.36 | $79,762.51 | 22.65% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 9,143 | $420,350.64 | $434,201.07 | $13,850.43 | 3.29% |
| QS Quentin Stoker Gallacher Capital Management LLC | 8,537 | $351,277.94 | $406,361.2 | $55,083.26 | 15.68% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 20 | $885 | $953.2 | $68.2 | 7.71% |
Kevin Kroskey True Wealth Design LLC | 298 | $12,908.57 | $14,202.68 | $1,294.11 | 10.03% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 227 | $10,048 | $10,813.14 | $765.14 | 7.61% |