| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 61,440 | $1.47M | $1.91M | $442,663.02 | 30.13% |
| EM Erin Mccann Simplicity Wealth LLC | 10,026 | $219,970.44 | $308,550.15 | $88,579.71 | 40.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,923 | $247,831.44 | $241,334.58 | -$6,496.86 | -2.62% |
Taro Kuriyama Axq Capita LLP | 33,842 | $750,126.72 | $1.04M | $291,360.83 | 38.84% |
Kristen Williams Athena Investment Management | 30,589 | $1.11M | $931,740.94 | -$178,621.52 | -16.09% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 160 | $4,430.4 | $4,873.6 | $443.2 | 10% |
| BPN Brent P. Nicks Strategic Planning Inc. | 15,873 | $437,661 | $488,094.75 | $50,433.75 | 11.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,864 | $1.15M | $1.04M | -$100,644.37 | -8.79% |
Eric Dahm Range Financial Group LLC | 43,729 | $1.26M | $1.33M | $67,364.33 | 5.33% |
Craig Johnsen Fortitude Advisory Group LLC | 27,562 | $786,414.17 | $850,287.7 | $63,873.53 | 8.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 12,433 | $277,891.45 | $383,247.22 | $105,355.77 | 37.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4 | $119.83 | $121.84 | $2.01 | 1.68% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 43,186 | $1.05M | $1.32M | $277,449.53 | 26.51% |
CJ Harrison DecisionPoint Financial LLC | 12 | $265 | $370.2 | $105.2 | 39.7% |
| JG John Ginter Callan Family Office LLC | 138,040 | $3.14M | $4.24M | $1.1M | 35.04% |
Mark Mowrey Signature Resources Capital Management LLC | 2,651 | $77,913.43 | $82,432.84 | $4,519.41 | 5.8% |
Anita Woodhouse V-Square Quantitative Management LLC | 43,495 | $1.03M | $1.34M | $312,727.94 | 30.39% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 254,525 | $7.56M | $7.91M | $348,130.93 | 4.61% |
Rachel Faulk Cape Investment Advisory Inc. | 114 | $2,501 | $3,516.9 | $1,015.9 | 40.62% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 28,185 | $976,046.19 | $858,515.1 | -$117,531.09 | -12.04% |