| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 287 | $30,166.57 | $33,845.91 | $3,679.34 | 12.2% |
Michael Byun SageView Advisory Group LLC | 133 | $13,602 | $15,684.69 | $2,082.69 | 15.31% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,013 | $1.19M | $937,440.87 | -$249,182.88 | -21% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 534 | $58,345.39 | $62,974.62 | $4,629.23 | 7.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,215 | $631,404.45 | $614,796.35 | -$16,608.1 | -2.63% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,271 | $300,816.64 | $266,638.11 | -$34,178.53 | -11.36% |
| TL Tradewinds LLC Tradewinds LLC | 3,214 | $337,824 | $377,355.74 | $39,531.74 | 11.7% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 195 | $24,519.11 | $22,953.45 | -$1,565.66 | -6.39% |
| JG John Ginter Callan Family Office LLC | 2,062 | $233,680.21 | $242,738.64 | $9,058.43 | 3.88% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 5,330 | $593,047.9 | $627,580.85 | $34,532.95 | 5.82% |
Amna Ali Khan GDS Wealth Management | 3,627 | $540,223.05 | $427,061.11 | -$113,161.94 | -20.95% |
Junaid Subhan Sagard Holdings Management Inc. | 95 | $10,806 | $11,185.77 | $379.77 | 3.51% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 5,054 | $573,996.09 | $595,083.23 | $21,087.14 | 3.67% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,083 | $830,031.84 | $951,530.76 | $121,498.92 | 14.64% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 90,142 | $12.57M | $10.63M | -$1.95M | -15.49% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 12 | $1,261.32 | $1,414.68 | $153.36 | 12.16% |
Mariana Coli Dunhill Financial LLC | 7 | $762.44 | $825.23 | $62.79 | 8.24% |
Lukas Lindgren Abound Wealth Management | 45 | $6,207.21 | $5,208.3 | -$998.91 | -16.09% |
| DP Drew Phillips Fortitude Family Office LLC | 114 | $12,416.47 | $13,472.52 | $1,056.05 | 8.51% |
Bert D. Barre Colonial Trust Co. / SC | 223 | $26,637.35 | $26,354.14 | -$283.21 | -1.06% |