| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HCL Headland Capital LLC Headland Capital LLC | 811 | $202,443.95 | $244,078.56 | $41,634.61 | 20.57% |
| JH Julie Hazzard 10Elms LLP | 1,864 | $542,842.52 | $560,989.44 | $18,146.92 | 3.34% |
| HM Howard Morin Helium Advisors LLC | 1,262 | $306,201.07 | $379,811.52 | $73,610.45 | 24.04% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 1,566 | $381,656.58 | $471,303.36 | $89,646.78 | 23.49% |
| JCH Joseph C. Hand Morangie Management LLC | 19,435 | $5.03M | $5.85M | $818,969.02 | 16.28% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 1,812 | $572,685.07 | $545,339.52 | -$27,345.55 | -4.77% |
| PR Peter Recchia 4Wealth Advisors Inc. | 2,375 | $575,800.3 | $714,780 | $138,979.7 | 24.14% |
| RS Ranga Srinivasan Everest Management Corp | 1,574 | $390,341.38 | $473,711.04 | $83,369.66 | 21.36% |
| RS Ruza Susnik Triglav Investments d.o.o. | 199,494 | $48.73M | $60.04M | $11.31M | 23.2% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 4,139 | $1.11M | $1.25M | $134,635.05 | 12.12% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 164 | $43,804.16 | $49,357.44 | $5,553.28 | 12.68% |
| PRP Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 9,036 | $2.11M | $2.72M | $613,139.82 | 29.11% |
| BJR Brian Joseph Rellihan Wise Wealth Partners | 2,415 | $636,983.18 | $726,818.4 | $89,835.22 | 14.1% |
| PC Patrick Collar Collar Capital Management LLC | 641 | $202,191 | $192,915.36 | -$9,275.64 | -4.59% |
| GCS Gene C. Sulzberger Sulzberger Capital Advisors Inc. | 4,142 | $992,879.02 | $1.25M | $253,697.3 | 25.55% |
| CWA Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 2,531 | $686,024.95 | $761,729.76 | $75,704.81 | 11.03% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 3,192 | $826,131.46 | $960,664.32 | $134,532.86 | 16.28% |
| PSI Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,208 | $305,441.41 | $363,559.68 | $58,118.27 | 19.03% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 4,396 | $1.12M | $1.32M | $200,290.27 | 17.84% |
| WJ William Jones TEMA ETFs LLC | 36,204 | $11.38M | $10.9M | -$486,408.35 | -4.27% |