| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GW Gregory Wood Concorde Financial Corp. | 138,162 | $6.83M | $7.45M | $618,398.05 | 9.05% |
| WJ William Jollie Quent Capital LLC | 1,021 | $52,892.75 | $54,950.22 | $2,057.47 | 3.89% |
Dalila Toledo Ascent Group LLC | 21,947 | $1.03M | $1.18M | $148,666.69 | 14.4% |
| EM Erin Mccann Simplicity Wealth LLC | 3,387 | $220,155 | $183,253.63 | -$36,901.37 | -16.76% |
Michael Byun SageView Advisory Group LLC | 1,937 | $79,614 | $104,249.34 | $24,635.34 | 30.94% |
| TK Taro Kuriyama Axq Capita LLP | 48,650 | $3.16M | $2.61M | -$548,772 | -17.35% |
Katie Christensen iSAM Funds UKK) Ltd | 17,992 | $1.17M | $966,530.24 | -$202,949.76 | -17.35% |
Kristen Williams Athena Investment Management | 3,373 | $189,819.46 | $182,496.16 | -$7,323.3 | -3.86% |
| JP Jaimie Palmer Beacon Capital Management LLC | 3,728 | $242,320 | $200,640.96 | -$41,679.04 | -17.2% |
David K. Balsdon Harvest Portfolios Group Inc. | 44,185 | $1.89M | $2.38M | $497,598.37 | 26.38% |
Arthur Garcia Atlas Financial Advisors Inc. | 4,108 | $202,976.28 | $220,681.76 | $17,705.48 | 8.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,944 | $244,283.04 | $265,690.56 | $21,407.52 | 8.76% |
Jeffrey Gilbert Balboa Wealth Partners | 10,381 | $436,220.75 | $560,138 | $123,917.25 | 28.41% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,014 | $168,703.29 | $162,650.51 | -$6,052.78 | -3.59% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 86 | $5,055 | $4,640.39 | -$414.61 | -8.2% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 99,848 | $5.05M | $5.37M | $319,979.56 | 6.34% |
CJ Harrison DecisionPoint Financial LLC | 6 | $258 | $323.1 | $65.1 | 25.23% |
| JG John Ginter Callan Family Office LLC | 172,225 | $8.55M | $9.28M | $729,573.37 | 8.53% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,230 | $294,894.31 | $281,217.1 | -$13,677.21 | -4.64% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,295 | $217,730.43 | $285,241.65 | $67,511.22 | 31.01% |