| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 203 | $1,940.68 | $2,074.66 | $133.98 | 6.9% |
Dalila Toledo Ascent Group LLC | 29,887 | $198,700.05 | $303,502.48 | $104,802.43 | 52.74% |
| EM Erin Mccann Simplicity Wealth LLC | 12,971 | $105,277.18 | $131,590.79 | $26,313.61 | 24.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 20,962 | $135,329.01 | $213,707.59 | $78,378.58 | 57.92% |
Edward Lowndes Angeles Wealth Management LLC | 22,401 | $177,863.94 | $227,818.17 | $49,954.23 | 28.09% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 10,587 | $101,211.72 | $109,257.84 | $8,046.12 | 7.95% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 195,994 | $1.61M | $1.98M | $377,934.59 | 23.53% |
| JG John Ginter Callan Family Office LLC | 475,954 | $2.91M | $4.83M | $1.91M | 65.66% |
Anita Woodhouse V-Square Quantitative Management LLC | 14,953 | $136,173.22 | $152,819.66 | $16,646.44 | 12.22% |
Rachel Faulk Cape Investment Advisory Inc. | 3,556 | $34,066.92 | $36,342.32 | $2,275.4 | 6.68% |
Lukas Lindgren Abound Wealth Management | 95 | $326.88 | $967.57 | $640.69 | 196% |
Alex Nunnamaker Schechter Investment Advisors LLC | 188,056 | $792,819.07 | $1.91M | $1.12M | 141.23% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 13,546 | $129,499.76 | $137,559.63 | $8,059.87 | 6.22% |
Richard S. Levenson Western Financial Corp./CA | 14,662 | $87,808.44 | $149,918.95 | $62,110.51 | 70.73% |
Brian Matter Creative Capital Management Investments LLC | 502 | $4,799.12 | $5,120.4 | $321.28 | 6.69% |
| QS Quentin Stoker Gallacher Capital Management LLC | 49,756 | $197,083.23 | $508,257.54 | $311,174.31 | 157.89% |
Patrick D. Hayes Canopy Partners LLC | 18,290 | $99,727.63 | $186,832.35 | $87,104.72 | 87.34% |
Sue Oleari Trifecta Capital Advisors LLC | 197 | $1,888 | $2,000.53 | $112.53 | 5.96% |
Amy Ardeel Icon Wealth Advisors LLC | 15,394 | $84,820.94 | $157,018.8 | $72,197.86 | 85.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7,269 | $66,190.51 | $74,289.18 | $8,098.67 | 12.24% |