| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LF Lukas Feh LGT Group Foundation | 45,592 | $3.2M | $4.09M | $886,311.36 | 27.66% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 615 | $77,839.6 | $52,933.05 | -$24,906.55 | -32% |
Jeremy Baltz Raleigh Capital Management Inc. | 19 | $1,521.52 | $1,635.33 | $113.81 | 7.48% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,805 | $804,162.61 | $757,846.35 | -$46,316.26 | -5.76% |
William Jollie Quent Capital LLC | 1,574 | $123,463.25 | $141,219.28 | $17,756.03 | 14.38% |
Missy Straw Nilsine Partners LLC | 8,441 | $691,165.47 | $726,516.87 | $35,351.4 | 5.11% |
Dalila Toledo Ascent Group LLC | 5,031 | $397,220.12 | $433,018.17 | $35,798.05 | 9.01% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 144,918 | $9.82M | $12.86M | $3.04M | 30.9% |
Michael Byun SageView Advisory Group LLC | 2,425 | $219,367 | $217,571 | -$1,796 | -0.82% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 34,411 | $3.24M | $2.96M | -$276,766.67 | -8.55% |
Thomas Mason Mason & Associates Inc. | 7,880 | $671,770 | $678,231.6 | $6,461.6 | 0.96% |
Katie Christensen iSAM Funds UKK) Ltd | 12,100 | $1.07M | $1.13M | $59,874.17 | 5.62% |
Brian Levy West Wealth Group LLC | 2,261 | $204,530.06 | $201,161.17 | -$3,368.89 | -1.65% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,410 | $1.18M | $809,918.7 | -$370,607.51 | -31.39% |
Daniel Ronan Catalyst Financial Partners LLC | 3,387 | $283,209.83 | $291,519.09 | $8,309.26 | 2.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,443 | $304,799.54 | $296,339.01 | -$8,460.53 | -2.78% |
Matthew Heller Willner & Heller LLC | 2,640 | $206,474.4 | $227,224.8 | $20,750.4 | 10.05% |
Kevin Zemann WealthPlan Investment Management LLC | 7,951 | $681,692.57 | $684,342.57 | $2,650 | 0.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,010 | $80,881 | $86,930.7 | $6,049.7 | 7.48% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 41,897 | $3.73M | $3.72M | -$16,455.59 | -0.44% |