| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,116 | $1.25M | $1.49M | $244,026.04 | 19.59% |
Dalila Toledo Ascent Group LLC | 1,430 | $666,067.7 | $684,083.4 | $18,015.7 | 2.7% |
| EM Erin Mccann Simplicity Wealth LLC | 2,118 | $1.05M | $1.03M | -$27,443.26 | -2.61% |
Taro Kuriyama Axq Capita LLP | 2,391 | $1.08M | $1.16M | $74,264.2 | 6.86% |
David T. Morgan High Net Worth Advisory Group LLC | 1,740 | $679,609.2 | $832,381.2 | $152,772 | 22.48% |
Daniel Lavoie Walter Public Investments Inc. | 11,862 | $5.2M | $5.76M | $551,891.16 | 10.61% |
Michael Topley Lansing Street Advisors | 1,193 | $608,698.05 | $570,707.34 | -$37,990.71 | -6.24% |
Timothy Gerlach Novem Group | 2,338 | $1.1M | $1.12M | $16,042.02 | 1.46% |
Daniel Ronan Catalyst Financial Partners LLC | 690 | $321,357.35 | $330,082.2 | $8,724.85 | 2.71% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,095 | $950,024.47 | $1M | $52,181.63 | 5.49% |
Jeffrey Gilbert Balboa Wealth Partners | 669 | $184,267.33 | $319,514.41 | $135,247.08 | 73.4% |
Edward Lowndes Angeles Wealth Management LLC | 4,126 | $1.45M | $1.97M | $519,616.1 | 35.73% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,280 | $558,400 | $611,328.01 | $52,928.01 | 9.48% |
| MK Malinda Khauv Cercano Management LLC | 670 | $317,975.3 | $320,152.8 | $2,177.5 | 0.68% |
CJ Harrison DecisionPoint Financial LLC | 3 | $1,440.33 | $1,455.6 | $15.27 | 1.06% |
| JG John Ginter Callan Family Office LLC | 3,692 | $1.86M | $1.77M | -$98,312.55 | -5.28% |
Craig Middaugh Coleford Investment Management Ltd. | 28,510 | $12.74M | $13.62M | $884,670.33 | 6.94% |
Mark Mowrey Signature Resources Capital Management LLC | 14 | $6,500.29 | $6,697.32 | $197.03 | 3.03% |
Albert Moore First National Advisers LLC | 5,854 | $2.21M | $2.8M | $591,801.54 | 26.79% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,802 | $1.91M | $1.82M | -$92,979.4 | -4.86% |