| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Buboltz Moran Wealth Management LLC | 1.03M | $6.77M | $9.73M | $2.96M | 43.66% |
Kevin Kroskey True Wealth Design LLC | 345 | $2,769.3 | $3,277.5 | $508.2 | 18.35% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 11,226 | $89,246.7 | $106,871.52 | $17,624.82 | 19.75% |
Courtney Holt Compound Planning, Inc. | 14,626 | $119,496 | $140,482.73 | $20,986.73 | 17.56% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2.39M | $14.59M | $22.55M | $7.96M | 54.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,892 | $104,410.88 | $122,474 | $18,063.12 | 17.3% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 144,370 | $997,176.14 | $1.39M | $389,497.71 | 39.06% |
Jae Cho Marex Group plc | 147,115 | $1.11M | $1.41M | $303,527.51 | 27.47% |
Syon Capital LLC SYON CAPITAL LLC | 11,182 | $81,288.5 | $107,738.57 | $26,450.07 | 32.54% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,385 | $27,321.67 | $42,074.07 | $14,752.4 | 54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,878 | $27,152.37 | $37,539.04 | $10,386.67 | 38.25% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 332 | $2,783 | $3,154 | $371 | 13.33% |
Neil Greenspan Fielder Capital Group LLC | 19,380 | $101,042.02 | $182,947.2 | $81,905.18 | 81.06% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 17,887 | $146,137 | $168,674.41 | $22,537.41 | 15.42% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 197,193 | $1.32M | $1.87M | $551,146.12 | 41.68% |
Angela Pompian Sunpointe, LLC | 11,054 | $92,633 | $104,405.03 | $11,772.03 | 12.71% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,391 | $8,791.12 | $13,332.73 | $4,541.61 | 51.66% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 27,210 | $228,019.85 | $258,495 | $30,475.15 | 13.37% |
| HAS Hayley A. Snell LRI Investments, LLC | 71 | $580 | $674.5 | $94.5 | 16.29% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 24,138 | $143,052.79 | $227,742.03 | $84,689.24 | 59.2% |