| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 11,854 | $910,296.44 | $945,475.04 | $35,178.6 | 3.86% |
Candice Gilman Sofi Wealth LLC | 14 | $1,114.96 | $1,116.64 | $1.68 | 0.15% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,698 | $1.1M | $1.09M | -$11,917.26 | -1.08% |
| MT Michael Topley Lansing Street Advisors | 2,951 | $234,781.56 | $235,371.76 | $590.2 | 0.25% |
Jim Clark Worth Asset Management LLC | 76,549 | $6.14M | $6.11M | -$36,293.06 | -0.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 82,361 | $6.48M | $6.57M | $92,599.02 | 1.43% |
Craig Johnsen Fortitude Advisory Group LLC | 3,001 | $242,027.65 | $239,494.8 | -$2,532.85 | -1.05% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,799 | $652,778.3 | $702,204.19 | $49,425.89 | 7.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 377 | $29,973.76 | $30,078.94 | $105.18 | 0.35% |
John DeMarco Trajan Wealth LLC | 98,691 | $7.68M | $7.88M | $195,534.82 | 2.55% |
| JB Jodi Burnett Invictus Private Wealth LLC | 38,881 | $2.93M | $3.1M | $171,482.32 | 5.85% |
| RD Rodrigo Diaz Plan Group Financial LLC | 14,508 | $1.15M | $1.16M | $10,034.88 | 0.87% |
David Hunter Horizons Wealth Management | 13 | $928.07 | $1,037.14 | $109.07 | 11.75% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,270 | $241,216.36 | $260,798.85 | $19,582.49 | 8.12% |
Masakazu Kita Japan Science & Technology Agency | 10.39M | $767.35M | $828.96M | $61.62M | 8.03% |
Mariana Coli Dunhill Financial LLC | 7 | $556 | $558.28 | $2.28 | 0.41% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,861 | $788,076.64 | $786,464.05 | -$1,612.59 | -0.2% |
Bert D. Barre Colonial Trust Co. / SC | 4,850 | $363,648.06 | $386,860.25 | $23,212.19 | 6.38% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,725 | $219,287 | $217,332.37 | -$1,954.63 | -0.89% |
Loni Adams Daymark Wealth Partners LLC | 5,154 | $406,652.31 | $411,108.81 | $4,456.5 | 1.1% |