| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 774 | $370,954.54 | $420,127.2 | $49,172.66 | 13.26% |
| EM Erin Mccann Simplicity Wealth LLC | 530 | $295,788.7 | $286,767.1 | -$9,021.6 | -3.05% |
Ed West Values First Advisors Inc. | 56,412 | $30.23M | $31.65M | $1.41M | 4.67% |
Jason Matthews Kfg Wealth Management LLC | 930 | $455,245.89 | $521,711.4 | $66,465.51 | 14.6% |
Katie Christensen iSAM Funds UKK) Ltd | 560 | $294,806 | $316,198.4 | $21,392.4 | 7.26% |
Daniel Lavoie Walter Public Investments Inc. | 6,166 | $4.02M | $3.35M | -$672,756.29 | -16.72% |
Timothy Gerlach Novem Group | 457 | $204,134.2 | $257,275 | $53,140.8 | 26.03% |
Daniel Ronan Catalyst Financial Partners LLC | 456 | $248,991.36 | $256,782.72 | $7,791.36 | 3.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,589 | $807,159.8 | $869,469.02 | $62,309.22 | 7.72% |
Edward Lowndes Angeles Wealth Management LLC | 1,393 | $735,988.77 | $777,419.37 | $41,430.6 | 5.63% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,191 | $626,990 | $666,465.73 | $39,475.73 | 6.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 126 | $76,043.67 | $68,261.76 | -$7,781.91 | -10.23% |
CJ Harrison DecisionPoint Financial LLC | 2 | $1,081 | $1,094.36 | $13.36 | 1.24% |
| JG John Ginter Callan Family Office LLC | 3,531 | $2.25M | $1.92M | -$333,274.3 | -14.78% |
| JB Jodi Burnett Invictus Private Wealth LLC | 700 | $393,323 | $380,453.5 | -$12,869.5 | -3.27% |
Mark Mowrey Signature Resources Capital Management LLC | 12 | $8,118 | $6,727.24 | -$1,390.76 | -17.13% |
David Hunter Horizons Wealth Management | 100 | $50,223 | $55,671 | $5,448 | 10.85% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,069 | $1.38M | $1.13M | -$248,274.51 | -17.99% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 24,000 | $12.79M | $13.01M | $224,061.21 | 1.75% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $1,579.2 | $1,641.54 | $62.34 | 3.95% |