| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 23,786 | $1.85M | $2.09M | $233,924.18 | 12.62% |
Jonathan Seed Seed Wealth Management Inc. | 6,927 | $403,631.9 | $637,145.46 | $233,513.56 | 57.85% |
Jeffrey Hanson Breakwater Capital Group | 4,648 | $319,065.55 | $427,523.04 | $108,457.49 | 33.99% |
Darren Tapley New England Capital Financial Advisors LLC | 338 | $19,901 | $31,089.24 | $11,188.24 | 56.22% |
Paul L. Moffat Arista Wealth Management LLC | 2,695 | $249,861.99 | $247,886.1 | -$1,975.89 | -0.79% |
Moises Valladares Insigneo Advisory Services LLC | 33,062 | $2.22M | $2.99M | $766,393.12 | 34.45% |
| NH Nathaniel Holden Core Wealth Partners LLC | 9,049 | $653,156.82 | $832,327.02 | $179,170.2 | 27.43% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,325 | $375,388.22 | $379,562 | $4,173.78 | 1.11% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,388 | $93,051.55 | $122,838 | $29,786.45 | 32.01% |
David Smith Linden Thomas Advisory Services LLC | 10,769 | $749,545.84 | $990,532.62 | $240,986.78 | 32.15% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,235 | $216,358.18 | $286,297.5 | $69,939.32 | 32.33% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 83 | $7,719 | $7,634.34 | -$84.66 | -1.1% |
Paul B. Ordonio Park Place Capital Corp. | 245 | $16,235.1 | $22,165.15 | $5,930.05 | 36.53% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,832 | $281,921.07 | $424,056.32 | $142,135.25 | 50.42% |
Kevin Kroskey True Wealth Design LLC | 555 | $43,063.41 | $51,048.9 | $7,985.49 | 18.54% |
Jill Batley Gateway Wealth Partners LLC | 14,834 | $1.26M | $1.36M | $108,928.32 | 8.68% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,075 | $350,414.31 | $456,496.25 | $106,081.94 | 30.27% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 12,992 | $960,273.97 | $1.2M | $235,119.95 | 24.48% |
Beth Zilka Baron Wealth Management LLC | 2,677 | $185,354.4 | $246,230.46 | $60,876.06 | 32.84% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 3,451 | $254,572.4 | $317,422.98 | $62,850.58 | 24.69% |