| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 3,236 | $236,793 | $251,631.36 | $14,838.36 | 6.27% |
| WJ William Jollie Quent Capital LLC | 1,177 | $67,325.54 | $91,806 | $24,480.46 | 36.36% |
| MS Missy Straw Nilsine Partners LLC | 4,152 | $303,843.36 | $322,859.52 | $19,016.16 | 6.26% |
Dalila Toledo Ascent Group LLC | 37,865 | $2.21M | $2.95M | $747,685.94 | 33.9% |
Michael Byun SageView Advisory Group LLC | 7,309 | $393,194.44 | $570,102 | $176,907.56 | 44.99% |
| TK Taro Kuriyama Axq Capita LLP | 4,787 | $350,313 | $373,768.96 | $23,455.96 | 6.7% |
David K. Balsdon Harvest Portfolios Group Inc. | 166,868 | $10.08M | $13.02M | $2.93M | 29.11% |
Clinton Joyner ATLAS Infrastructure Partners UKK) Ltd. | 3.64M | $222.67M | $284.3M | $61.63M | 27.68% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,508 | $329,895.44 | $351,624 | $21,728.56 | 6.59% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 3,083 | $185,041.66 | $240,504.83 | $55,463.17 | 29.97% |
| TL Tradewinds LLC Tradewinds LLC | 4,201 | $258,957.1 | $327,720.01 | $68,762.91 | 26.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 524 | $35,221.78 | $40,741 | $5,519.22 | 15.67% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 150 | $10,417 | $11,701.5 | $1,284.5 | 12.33% |
| JG John Ginter Callan Family Office LLC | 5,067 | $269,360.11 | $393,857.91 | $124,497.8 | 46.22% |
| RD Rodrigo Diaz Plan Group Financial LLC | 9,519 | $551,370.97 | $741,149.34 | $189,778.37 | 34.42% |
Mark Mowrey Signature Resources Capital Management LLC | 64 | $4,137.63 | $4,966.4 | $828.77 | 20.03% |
Anita Woodhouse V-Square Quantitative Management LLC | 14,704 | $1.01M | $1.14M | $137,127.8 | 13.63% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 127,242 | $8.7M | $9.92M | $1.22M | 13.97% |
Mariana Coli Dunhill Financial LLC | 13 | $924.38 | $1,013.22 | $88.84 | 9.61% |
Lukas Lindgren Abound Wealth Management | 59 | $4,189.09 | $4,537.1 | $348.01 | 8.31% |