| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 7,100 | $365,082 | $319,358 | -$45,724 | -12.52% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $3,358 | $4,497 | $1,139 | 33.92% |
Brian Levy West Wealth Group LLC | 6,635 | $213,909.17 | $323,721.65 | $109,812.48 | 51.34% |
David K. Balsdon Harvest Portfolios Group Inc. | 45,207 | $1.64M | $2.03M | $396,785.52 | 24.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,294 | $41,978 | $58,191.18 | $16,213.18 | 38.62% |
| MK Malinda Khauv Cercano Management LLC | 2,980 | $153,231.6 | $134,040.4 | -$19,191.2 | -12.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,815 | $658,957 | $625,243.85 | -$33,713.15 | -5.12% |
CJ Harrison DecisionPoint Financial LLC | 318 | $10,900.69 | $15,515.22 | $4,614.53 | 42.33% |
| JG John Ginter Callan Family Office LLC | 3,985 | $204,905 | $178,926.5 | -$25,978.5 | -12.68% |
Mark Mowrey Signature Resources Capital Management LLC | 22 | $714 | $989.34 | $275.34 | 38.56% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,248 | $301,292.92 | $325,942.56 | $24,649.64 | 8.18% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 7,287 | $228,087.63 | $327,696.39 | $99,608.76 | 43.67% |
Rachel Faulk Cape Investment Advisory Inc. | 407 | $20,928 | $19,857.53 | -$1,070.47 | -5.12% |
Mariana Coli Dunhill Financial LLC | 14 | $544.29 | $658.42 | $114.13 | 20.97% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 699 | $28,892.58 | $31,434.03 | $2,541.45 | 8.8% |
Lukas Lindgren Abound Wealth Management | 301 | $10,315.35 | $13,535.97 | $3,220.62 | 31.22% |
Drew Phillips Fortitude Family Office LLC | 314 | $11,365.46 | $14,120.58 | $2,755.12 | 24.24% |
Matthew Zienty Cardinal Point Capital Management ULC | 22,926 | $801,370.59 | $1.03M | $229,611.63 | 28.65% |
Brian Dechow SWAN Capital LLC | 800 | $22,888 | $35,984 | $13,096 | 57.22% |
Bert D. Barre Colonial Trust Co. / SC | 12 | $403.44 | $538.8 | $135.36 | 33.55% |