| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 65 | $1,396.2 | $1,609.4 | $213.2 | 15.27% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 47,618 | $1.2M | $1.1M | -$101,604.31 | -8.46% |
Matthew Liebman Amplius Wealth Advisors LLC | 533,985 | $11.47M | $12.44M | $971,852.7 | 8.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 407 | $8,538.86 | $10,463.97 | $1,925.11 | 22.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5 | $135.75 | $115.37 | -$20.38 | -15.01% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 29,307 | $788,344.35 | $682,853.1 | -$105,491.25 | -13.38% |
Rachel Faulk Cape Investment Advisory Inc. | 1,262 | $27,058 | $29,119.51 | $2,061.51 | 7.62% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 123,963 | $2.66M | $2.89M | $230,570.89 | 8.68% |
| RFL Rossby Financial LLC Rossby Financial LLC | 312 | $6,678 | $7,559.76 | $881.76 | 13.2% |