| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TK Taro Kuriyama Axq Capita LLP | 13,909 | $1.5M | $1.55M | $49,926.45 | 3.32% |
Katie Christensen iSAM Funds UKK) Ltd | 10,197 | $1.15M | $1.14M | -$14,377.31 | -1.25% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 532 | $58,833.88 | $59,387.16 | $553.28 | 0.94% |
Clinton Joyner ATLAS Infrastructure Partners UKK) Ltd. | 3.05M | $331.82M | $340.62M | $8.8M | 2.65% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,178 | $299,519.29 | $353,488.94 | $53,969.65 | 18.02% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,018 | $517,031.53 | $671,789.34 | $154,757.81 | 29.93% |
Daniel Ronan Catalyst Financial Partners LLC | 6,488 | $734,312 | $720,849.24 | -$13,462.76 | -1.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,677 | $2.19M | $2.62M | $435,915.71 | 19.94% |
Jeffrey Gilbert Balboa Wealth Partners | 3,653 | $349,026.89 | $405,866.56 | $56,839.67 | 16.29% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,746 | $423,972.28 | $416,199.33 | -$7,772.95 | -1.83% |
| TL Tradewinds LLC Tradewinds LLC | 3,205 | $321,447.08 | $356,091.52 | $34,644.44 | 10.78% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,663 | $825,687.98 | $968,436.77 | $142,748.79 | 17.29% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 250 | $23,917.5 | $27,941.25 | $4,023.75 | 16.82% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 21,420 | $2.02M | $2.37M | $354,016.62 | 17.54% |
CJ Harrison DecisionPoint Financial LLC | 502 | $47,856.56 | $55,748.96 | $7,892.4 | 16.49% |
| JG John Ginter Callan Family Office LLC | 5,524 | $552,779.74 | $612,887.8 | $60,108.06 | 10.87% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,688 | $304,227.84 | $298,512.35 | -$5,715.49 | -1.88% |
Mark Mowrey Signature Resources Capital Management LLC | 14 | $1,390.42 | $1,564.71 | $174.29 | 12.54% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 3,825 | $362,713.5 | $424,780.4 | $62,066.9 | 17.11% |
| TC Trent Curry bLong Financial LLC | 7,775 | $694,773 | $863,442.52 | $168,669.52 | 24.28% |