| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 457 | $31,403.31 | $30,184.85 | -$1,218.46 | -3.88% |
Mariana Coli Dunhill Financial LLC | 1,960 | $121,696 | $129,458 | $7,762 | 6.38% |
Daniel Guy Ethos Financial Group LLC | 9,283 | $597,727.7 | $606,829.71 | $9,102.01 | 1.52% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 3,083 | $211,719.87 | $201,535.71 | -$10,184.16 | -4.81% |
Scott Paschal Financial Partners Group LLC | 5,308 | $282,598 | $349,080.62 | $66,482.62 | 23.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,515 | $781,704.97 | $822,423.22 | $40,718.25 | 5.21% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 30,225 | $1.82M | $1.99M | $170,920.12 | 9.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 860 | $53,422.55 | $56,218.2 | $2,795.65 | 5.23% |
Jae Cho Marex Group plc | 8,710 | $544,352.61 | $572,290.55 | $27,937.94 | 5.13% |
NICOLE MARTIN Arlington Trust Co LLC | 5,129 | $245,217.18 | $337,000.94 | $91,783.76 | 37.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 9,830 | $517,648.91 | $649,271.5 | $131,622.59 | 25.43% |
Amir Har-El Savvy Advisors, Inc. | 11,020 | $664,022.72 | $725,116 | $61,093.28 | 9.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3 | $185.1 | $196.11 | $11.01 | 5.95% |
| MB Matthieu Balmer Climber Capital SA | 61,979 | $2.99M | $4.07M | $1.08M | 36.3% |
Christopher Griffith Stablepoint Partners, LLC | 29,436 | $1.56M | $1.94M | $372,525.96 | 23.83% |
Alan Gilmore Private Wealth Management Group, LLC | 110 | $7,555 | $7,265.5 | -$289.5 | -3.83% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,803 | $112,233.75 | $118,583.31 | $6,349.56 | 5.66% |
Michael Bailey MGB Wealth Management, LLC | 613 | $37,130.3 | $40,071.81 | $2,941.51 | 7.92% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 18 | $948 | $1,182.15 | $234.15 | 24.7% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 62,159 | $3.28M | $4.11M | $821,654.54 | 25.02% |