| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 8,442 | $360,864.61 | $380,987.46 | $20,122.85 | 5.58% |
Missy Straw Nilsine Partners LLC | 21,136 | $761,561.2 | $953,867.68 | $192,306.48 | 25.25% |
Dalila Toledo Ascent Group LLC | 25,417 | $1.01M | $1.15M | $137,475.61 | 13.62% |
| EM Erin Mccann Simplicity Wealth LLC | 15,044 | $621,618.08 | $648,546.84 | $26,928.76 | 4.33% |
Joseph J. Costigan apricus wealth LLC | 85,873 | $3.55M | $3.88M | $327,176.13 | 9.22% |
Jason DeBerry BancFirst Trust & Investment Management | 9,158 | $378,408.56 | $413,300.54 | $34,891.98 | 9.22% |
Taro Kuriyama Axq Capita LLP | 25,399 | $1.05M | $1.09M | $45,463.89 | 4.33% |
Katie Christensen iSAM Funds UKK) Ltd | 36,800 | $1.52M | $1.65M | $130,272 | 8.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 70 | $2,892.4 | $3,159.1 | $266.7 | 9.22% |
Patricia A. Thompson Leeward Investments LLC - MA | 210,134 | $8.68M | $9.48M | $800,610.54 | 9.22% |
Daniel Ronan Catalyst Financial Partners LLC | 8,800 | $343,051.72 | $397,144 | $54,092.28 | 15.77% |
Sean Murray Quantum Financial Advisors LLC | 6,695 | $276,637.4 | $302,145.35 | $25,507.95 | 9.22% |
Edward Lowndes Angeles Wealth Management LLC | 4,972 | $205,443.04 | $224,386.36 | $18,943.32 | 9.22% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 450 | $21,330 | $20,308.5 | -$1,021.5 | -4.79% |
John DeMarco Trajan Wealth LLC | 4,924 | $202,929.47 | $220,890.64 | $17,961.17 | 8.85% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 376 | $15,100.15 | $16,968.88 | $1,868.73 | 12.38% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 41,112 | $1.86M | $1.81M | -$51,950.06 | -2.79% |
CJ Harrison DecisionPoint Financial LLC | 36 | $1,434.5 | $1,585.8 | $151.3 | 10.55% |
| JG John Ginter Callan Family Office LLC | 45,243 | $1.71M | $2.05M | $343,879.45 | 20.13% |
Anu Prabhu Altrius Capital Management Inc. | 143,410 | $4.76M | $6.43M | $1.67M | 35.11% |