| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 8,805 | $804,162.61 | $781,839.97 | -$22,322.64 | -2.78% |
| WJ William Jollie Quent Capital LLC | 1,491 | $115,955.07 | $132,833.19 | $16,878.12 | 14.56% |
| MS Missy Straw Nilsine Partners LLC | 7,768 | $630,285.88 | $689,759.56 | $59,473.68 | 9.44% |
Dalila Toledo Ascent Group LLC | 5,031 | $397,220.12 | $448,211.79 | $50,991.67 | 12.84% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 144,918 | $9.82M | $12.87M | $3.05M | 31.01% |
Michael Byun SageView Advisory Group LLC | 2,337 | $199,230 | $208,203.33 | $8,973.33 | 4.5% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 34,411 | $3.24M | $3.1M | -$138,434.45 | -4.27% |
| TM Thomas Mason Mason & Associates Inc. | 8,862 | $755,485.5 | $786,901.29 | $31,415.79 | 4.16% |
Katie Christensen iSAM Funds UKK) Ltd | 5,477 | $466,914.25 | $488,192.39 | $21,278.14 | 4.56% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,785 | $1.23M | $872,185.97 | -$356,921.49 | -29.04% |
Daniel Ronan Catalyst Financial Partners LLC | 3,726 | $312,109.58 | $331,204.14 | $19,094.56 | 6.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,443 | $304,799.54 | $306,874.59 | $2,075.05 | 0.68% |
Matthew Heller Willner & Heller LLC | 2,640 | $206,474.4 | $234,669.6 | $28,195.2 | 13.66% |
Kevin Zemann WealthPlan Investment Management LLC | 7,109 | $605,525.25 | $631,919.01 | $26,393.76 | 4.36% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,010 | $80,881 | $88,445.7 | $7,564.7 | 9.35% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,794 | $920,189.25 | $962,069.22 | $41,879.97 | 4.55% |
CJ Harrison DecisionPoint Financial LLC | 6 | $464 | $535.68 | $71.68 | 15.45% |
| JG John Ginter Callan Family Office LLC | 56,237 | $4.48M | $5.02M | $540,397.16 | 12.06% |
Amna Ali Khan GDS Wealth Management | 247,612 | $19.08M | $22.11M | $3.03M | 15.87% |
Albert Moore First National Advisers LLC | 36,012 | $2.88M | $3.22M | $339,315.24 | 11.8% |