| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 2,738 | $253,699.7 | $261,769.78 | $8,070.08 | 3.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 201 | $18,809.69 | $19,218.61 | $408.92 | 2.17% |
John DeMarco Trajan Wealth LLC | 18,597 | $1.67M | $1.78M | $108,160.48 | 6.48% |
| JB Jodi Burnett Invictus Private Wealth LLC | 4,846 | $428,235.68 | $463,307.65 | $35,071.97 | 8.19% |
| RD Rodrigo Diaz Plan Group Financial LLC | 14,296 | $1.3M | $1.37M | $66,493.58 | 5.11% |
Amna Ali Khan GDS Wealth Management | 2,366 | $227,175.73 | $226,154.11 | -$1,021.62 | -0.45% |
Masakazu Kita Japan Science & Technology Agency | 2.5M | $237.97M | $238.96M | $987,500 | 0.41% |
Mariana Coli Dunhill Financial LLC | 29 | $2,760.55 | $2,771.67 | $11.12 | 0.4% |
Lukas Lindgren Abound Wealth Management | 14 | $1,331.21 | $1,340.57 | $9.36 | 0.7% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,932 | $454,204.44 | $471,375.9 | $17,171.46 | 3.78% |
Jill Grimes Centurion Wealth Management LLC | 8,250 | $754,382.76 | $788,493.75 | $34,110.99 | 4.52% |
Bert D. Barre Colonial Trust Co. / SC | 158 | $14,633.96 | $15,102.43 | $468.47 | 3.2% |
| RDL Rodrigo De La Garza Summa Corp. | 12,175 | $1.17M | $1.16M | -$2,787.9 | -0.24% |
| JF Jade Franke Retirement Investment Advisors Inc. | 308,517 | $27.04M | $29.48M | $2.44M | 9.02% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,332 | $491,704.65 | $509,659.22 | $17,954.57 | 3.65% |
Christopher Casanega Sharper & Granite LLC | 40,790 | $3.65M | $3.9M | $256,839.74 | 7.04% |
Belena Vincetti Fortis Capital Advisors LLC | 4,635 | $443,438.05 | $443,036.47 | -$401.58 | -0.09% |
| BP Brett Pohl Kingdom Financial Group LLC | 38 | $3,659.55 | $3,632.23 | -$27.32 | -0.75% |
| SR Scott Register Register Financial Advisors LLC | 3 | $289 | $286.71 | -$2.29 | -0.79% |
Bree Pate Olisti Co. Wealth LLC | 576 | $55,457 | $55,074.24 | -$382.76 | -0.69% |