| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 101 | $6,978.07 | $7,462.89 | $484.82 | 6.95% |
Missy Straw Nilsine Partners LLC | 21,317 | $1.43M | $1.58M | $145,828.01 | 10.18% |
Dalila Toledo Ascent Group LLC | 2,899 | $214,236.1 | $214,583.97 | $347.87 | 0.16% |
Michael Byun SageView Advisory Group LLC | 15 | $1,024 | $1,110.3 | $86.3 | 8.43% |
Taro Kuriyama Axq Capita LLP | 16,487 | $1.2M | $1.22M | $24,895.69 | 2.08% |
David K. Balsdon Harvest Portfolios Group Inc. | 59,368 | $3.9M | $4.39M | $496,480.6 | 12.74% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,444 | $245,730.53 | $328,944.87 | $83,214.34 | 33.86% |
Rachel Faulk Cape Investment Advisory Inc. | 1,135 | $82,298 | $84,012.7 | $1,714.7 | 2.08% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,197 | $211,673.03 | $236,641.93 | $24,968.9 | 11.8% |
Amy Hart Phillips Wealth Planners LLC | 4,423 | $294,129.93 | $326,660.66 | $32,530.73 | 11.06% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 543 | $40,128 | $40,192.86 | $64.86 | 0.16% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,977 | $372,617.89 | $368,397.53 | -$4,220.36 | -1.13% |
Moises Valladares Insigneo Advisory Services LLC | 4,697 | $347,079 | $347,671.93 | $592.93 | 0.17% |
Paul B. Ordonio Park Place Capital Corp. | 1,624 | $120,013.6 | $120,208.48 | $194.88 | 0.16% |
Kevin Kroskey True Wealth Design LLC | 259 | $18,824.14 | $19,171.18 | $347.04 | 1.84% |
Jill Batley Gateway Wealth Partners LLC | 3,205 | $236,849 | $237,234.09 | $385.09 | 0.16% |
Jacob Going Alpine Bank Wealth Management | 283 | $20,520 | $20,900.96 | $380.96 | 1.86% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,550 | $262,086.37 | $262,770.99 | $684.62 | 0.26% |
Tony Macafee UniSuper Management Pty Ltd | 6,700 | $467,774 | $495,933.98 | $28,159.98 | 6.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,695 | $261,882.11 | $273,503.89 | $11,621.78 | 4.44% |