| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Schoeffel LGT Fund Management Co. Ltd. | 84,162 | $4.97M | $5.89M | $918,628.23 | 18.49% |
Jeremy Baltz Raleigh Capital Management Inc. | 328 | $14,907.88 | $22,937.04 | $8,029.16 | 53.86% |
William Jollie Quent Capital LLC | 830 | $61,363.43 | $58,141.5 | -$3,221.93 | -5.25% |
Dalila Toledo Ascent Group LLC | 7,928 | $394,911.76 | $555,356.4 | $160,444.64 | 40.63% |
Michael Byun SageView Advisory Group LLC | 779 | $52,202 | $54,475.47 | $2,273.47 | 4.36% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,073 | $320,912 | $285,649.67 | -$35,262.33 | -10.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,510 | $878,973.76 | $1.01M | $135,710.54 | 15.44% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,305 | $815,089.5 | $881,099.52 | $66,010.02 | 8.1% |
CJ Harrison DecisionPoint Financial LLC | 412 | $21,842.82 | $28,807.04 | $6,964.22 | 31.88% |
| JG John Ginter Callan Family Office LLC | 6,243 | $393,090.67 | $447,030.01 | $53,939.34 | 13.72% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 90,797 | $5.65M | $6.29M | $638,679.99 | 11.31% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 8,950 | $578,886 | $664,179.5 | $85,293.5 | 14.73% |
Mariana Coli Dunhill Financial LLC | 18 | $1,133.35 | $1,294.92 | $161.57 | 14.26% |
Drew Phillips Fortitude Family Office LLC | 70 | $4,384.92 | $4,895.1 | $510.18 | 11.63% |
Victoria Latham Fiduciary Alliance LLC | 14,221 | $839,683.09 | $994,474.53 | $154,791.44 | 18.43% |
Michael Snyder Beaumont Financial Advisors LLC | 5,391 | $410,413.13 | $387,019.89 | -$23,393.24 | -5.7% |
Parker Johnson Cooper Capital Advisors LLC | 9,376 | $575,968 | $699,262.08 | $123,294.08 | 21.41% |
Sheryl Stephens Stephens Consulting LLC | 50 | $3,745.06 | $3,589.5 | -$155.56 | -4.15% |
Scott Register Register Financial Advisors LLC | 8,400 | $495,936 | $603,036 | $107,100 | 21.6% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 5,748 | $339,362 | $401,957.64 | $62,595.64 | 18.45% |