| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 1,325 | $238,730.46 | $233,677 | -$5,053.46 | -2.12% |
David K. Balsdon Harvest Portfolios Group Inc. | 6,968 | $1.12M | $1.23M | $113,321 | 10.15% |
Daniel Ronan Catalyst Financial Partners LLC | 1,475 | $265,746.61 | $258,906.75 | -$6,839.86 | -2.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,082 | $333,587.82 | $363,246.54 | $29,658.72 | 8.89% |
Jeffrey Gilbert Balboa Wealth Partners | 4,568 | $778,849.12 | $797,572.8 | $18,723.68 | 2.4% |
Edward Lowndes Angeles Wealth Management LLC | 2,674 | $422,029.89 | $466,252.01 | $44,222.12 | 10.48% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,312 | $514,513.06 | $582,895.44 | $68,382.38 | 13.29% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 111 | $12,236.21 | $19,026.51 | $6,790.3 | 55.49% |
| JG John Ginter Callan Family Office LLC | 8,130 | $1.33M | $1.39M | $64,947.95 | 4.89% |
Rodrigo Diaz Plan Group Financial LLC | 16,535 | $2.66M | $2.92M | $264,813.83 | 9.96% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,300 | $1.3M | $1.45M | $150,889.55 | 11.63% |
Gary Fraser Foresight Group Ltd. Liability Partnership | 100,750 | $13.86M | $17.37M | $3.51M | 25.35% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 197,820 | $29.3M | $34.69M | $5.39M | 18.39% |
Rachel Faulk Cape Investment Advisory Inc. | 8 | $1,432.5 | $1,395.76 | -$36.74 | -2.56% |
Mariana Coli Dunhill Financial LLC | 409 | $64,313.62 | $71,358.23 | $7,044.61 | 10.95% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 120 | $18,565 | $21,045.6 | $2,480.6 | 13.36% |
Lukas Lindgren Abound Wealth Management | 233 | $37,573.04 | $40,451.13 | $2,878.09 | 7.66% |
Drew Phillips Fortitude Family Office LLC | 212 | $35,098.82 | $36,987.64 | $1,888.82 | 5.38% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,963 | $204,553.9 | $340,531.44 | $135,977.54 | 66.48% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,236 | $862,929.02 | $921,378.92 | $58,449.9 | 6.77% |