| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 573 | $235,262.77 | $264,691.62 | $29,428.85 | 12.51% |
Taro Kuriyama Axq Capita LLP | 1,142 | $597,494 | $528,780.26 | -$68,713.74 | -11.5% |
Katie Christensen iSAM Funds UKK) Ltd | 520 | $255,184.89 | $242,938.8 | -$12,246.09 | -4.8% |
Daniel Lavoie Walter Public Investments Inc. | 18,826 | $7.71M | $8.68M | $973,469.16 | 12.63% |
Timothy Gerlach Novem Group | 1,981 | $1.04M | $914,627.7 | -$121,759.3 | -11.75% |
Daniel Ronan Catalyst Financial Partners LLC | 836 | $304,830.51 | $385,981.2 | $81,150.69 | 26.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,926 | $687,841.42 | $895,031.46 | $207,190.04 | 30.12% |
Sean Murray Quantum Financial Advisors LLC | 486 | $209,144.46 | $226,660.68 | $17,516.22 | 8.38% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 793 | $278,445.43 | $369,990.01 | $91,544.58 | 32.88% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,786 | $328,662.68 | $831,115.1 | $502,452.42 | 152.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 19 | $8,175.89 | $8,765.55 | $589.66 | 7.21% |
CJ Harrison DecisionPoint Financial LLC | 1 | $518.18 | $464.71 | -$53.47 | -10.32% |
| JG John Ginter Callan Family Office LLC | 1,994 | $856,103.07 | $922,334.67 | $66,231.6 | 7.74% |
| TIM Tevis Investment Management Tevis Investment Management | 3,187 | $1.52M | $1.48M | -$34,878.75 | -2.3% |
Mark Mowrey Signature Resources Capital Management LLC | 19 | $9,324 | $8,756.43 | -$567.57 | -6.09% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,767 | $792,296.49 | $821,142.55 | $28,846.06 | 3.64% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 15,994 | $6.56M | $7.39M | $831,879.89 | 12.68% |
Rachel Faulk Cape Investment Advisory Inc. | 11 | $5,755 | $5,111.81 | -$643.19 | -11.18% |
Mariana Coli Dunhill Financial LLC | 13 | $6,053.21 | $6,041.23 | -$11.98 | -0.2% |
Lukas Lindgren Abound Wealth Management | 1 | $444.11 | $463.44 | $19.33 | 4.35% |