| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Sinnaeve SS&H Financial Advisors Inc. | 35,213 | $2.71M | $3.21M | $509,029.21 | 18.81% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,054 | $285,574 | $278,830.2 | -$6,743.8 | -2.36% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,945 | $527,197.71 | $542,778.5 | $15,580.79 | 2.96% |
William Jollie Quent Capital LLC | 3,944 | $328,977.08 | $367,856.88 | $38,879.8 | 11.82% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,535 | $2.11M | $2.26M | $158,823.24 | 7.54% |
Missy Straw Nilsine Partners LLC | 9,674 | $786,720.87 | $883,236.2 | $96,515.33 | 12.27% |
Dalila Toledo Ascent Group LLC | 38,328 | $3.2M | $3.5M | $298,950.72 | 9.34% |
| EM Erin Mccann Simplicity Wealth LLC | 41,488 | $3.73M | $3.86M | $124,455.24 | 3.33% |
Patrick O'Connell Security Financial Services Inc. | 3,808 | $320,640.43 | $347,670.4 | $27,029.97 | 8.43% |
Michael Byun SageView Advisory Group LLC | 3,186 | $263,804.37 | $297,126.36 | $33,321.99 | 12.63% |
Taro Kuriyama Axq Capita LLP | 44,364 | $3.78M | $4.13M | $344,708.46 | 9.12% |
Thomas Mason Mason & Associates Inc. | 8,541 | $684,017.61 | $779,793.3 | $95,775.69 | 14% |
Jason Matthews Kfg Wealth Management LLC | 8,794 | $733,198.7 | $802,892.2 | $69,693.5 | 9.51% |
Katie Christensen iSAM Funds UKK) Ltd | 5,800 | $531,744 | $535,456 | $3,712 | 0.7% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,889 | $246,229.47 | $263,765.7 | $17,536.23 | 7.12% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,081 | $262,932.54 | $281,295.3 | $18,362.76 | 6.98% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,917 | $206,008.25 | $266,322.1 | $60,313.85 | 29.28% |
Bryan Kupchik Capstone Wealth Management Group LLC | 4,971 | $422,219.09 | $453,852.3 | $31,633.21 | 7.49% |
Timothy Gerlach Novem Group | 2,725 | $247,235.68 | $248,792.5 | $1,556.82 | 0.63% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,859 | $753,462.76 | $808,826.7 | $55,363.94 | 7.35% |