| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PR Philippe Reitzer Banque Transatlantique SA | 4,979 | $357,591.82 | $450,051.81 | $92,459.99 | 25.86% |
Navigoe LLC Navigoe LLC | 13 | $1,344.85 | $1,175.07 | -$169.78 | -12.62% |
David W. Sommer St. Clair Advisors LLC | 4,000 | $301,132.66 | $368,840 | $67,707.34 | 22.48% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 117 | $5,252.13 | $10,575.63 | $5,323.5 | 101.36% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 2,057 | $212,797 | $189,758.25 | -$23,038.75 | -10.83% |
| BWR Brian W. Rahlfs Rahlfs Capital LLC | 5,930 | $266,198 | $545,945.45 | $279,747.45 | 105.09% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 17,974 | $1.16M | $1.64M | $487,553.55 | 42.19% |
Rossby Financial LLC Rossby Financial LLC | 2,141 | $148,327.34 | $198,213.78 | $49,886.44 | 33.63% |
| SC Shawn Clark Accredited Wealth Management LLC | 175 | $7,855.78 | $15,818.25 | $7,962.47 | 101.36% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 6 | $572.8 | $542.34 | -$30.46 | -5.32% |
| DF Debbie Fox Texas Bank & Trust Co | 3,062 | $207,450.8 | $268,078.1 | $60,627.3 | 29.22% |
| AFL AGP Franklin LLC AGP Franklin LLC | 11,972 | $958,849.76 | $1.1M | $142,693.96 | 14.88% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 3,227 | $221,254.11 | $291,688.53 | $70,434.42 | 31.83% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 3,032 | $313,679 | $274,062.48 | -$39,616.52 | -12.63% |
| RS Ruza Susnik Triglav Investments d.o.o. | 112,950 | $5.07M | $9.89M | $4.82M | 95.03% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 801 | $54,563.97 | $72,402.39 | $17,838.42 | 32.69% |
| PC Patrick Collar Collar Capital Management LLC | 15,977 | $853,097.3 | $1.47M | $618,304.51 | 72.48% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,350 | $60,601.51 | $118,192.5 | $57,590.99 | 95.03% |
| WJ William Jones TEMA ETFs LLC | 22,903 | $1.79M | $2.07M | $282,889.75 | 15.83% |
| JD Jean-Pierre Dulac Vega Investment Solutions | 10,997 | $1.1M | $994,018.83 | -$101,118.07 | -9.23% |