| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JCC Jason Cyril Crawshaw William Allan Corp | 12,807 | $852,269.02 | $817,983.09 | -$34,285.93 | -4.02% |
John Swift Benchmark Investment Advisors LLC | 6,800 | $367,880 | $425,612 | $57,732 | 15.69% |
W. Travis McKinney HB Wealth Management LLC | 27,413 | $1.59M | $1.75M | $161,257.05 | 10.14% |
| LF Lukas Feh LGT Group Foundation | 226,446 | $13.91M | $14.16M | $247,484.28 | 1.78% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 130,216 | $7.97M | $8.14M | $173,187.28 | 2.17% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 18,540 | $1.09M | $1.18M | $89,544.14 | 8.18% |
Nathan Geraci ETF Store Inc. | 8,108 | $497,965.87 | $517,857.96 | $19,892.09 | 3.99% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 9,086 | $562,968.56 | $570,055.64 | $7,087.08 | 1.26% |
Courtney Lawson Autumn Glory Partners LLC | 9,399 | $559,035.67 | $600,314.13 | $41,278.46 | 7.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 13,259 | $732,877.83 | $846,852.33 | $113,974.5 | 15.55% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 5,449 | $364,509.38 | $348,027.63 | -$16,481.75 | -4.52% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,153 | $344,732.41 | $392,992.11 | $48,259.7 | 14% |
William Jollie Quent Capital LLC | 1,803 | $109,719.81 | $112,705.53 | $2,985.72 | 2.72% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 15,309 | $920,565.61 | $960,486.66 | $39,921.05 | 4.34% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 36,107 | $2.31M | $2.23M | -$74,934.57 | -3.24% |
Missy Straw Nilsine Partners LLC | 10,635 | $654,479.88 | $679,257.45 | $24,777.57 | 3.79% |
Dalila Toledo Ascent Group LLC | 9,633 | $570,041.55 | $615,259.71 | $45,218.16 | 7.93% |
| EM Erin Mccann Simplicity Wealth LLC | 42,259 | $2.62M | $2.64M | $16,903.6 | 0.65% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 62,381 | $3.87M | $3.98M | $119,147.71 | 3.08% |
Taro Kuriyama Axq Capita LLP | 24,289 | $1.47M | $1.51M | $43,772.69 | 2.98% |