| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 1,345 | $538,023 | $606,541.2 | $68,518.2 | 12.74% |
William Jollie Quent Capital LLC | 1,291 | $486,533.31 | $604,330.01 | $117,796.7 | 24.21% |
Stephen Dunnaway Brown Shipley& Co Ltd | 14,194 | $6.71M | $6.56M | -$145,372.51 | -2.17% |
Dalila Toledo Ascent Group LLC | 2,406 | $1.1M | $1.09M | -$10,336.98 | -0.94% |
| EM Erin Mccann Simplicity Wealth LLC | 635 | $285,022.63 | $295,827.45 | $10,804.82 | 3.79% |
Robert Glass AlphaCentric Advisors LLC | 1,500 | $725,189.51 | $678,952.5 | -$46,237.01 | -6.38% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 40,518 | $19.8M | $18.36M | -$1.45M | -7.31% |
Michael Byun SageView Advisory Group LLC | 2,809 | $1.42M | $1.27M | -$154,000.99 | -10.83% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,419 | $3.14M | $3M | -$131,250.12 | -4.19% |
James Peterson Nearwater Capital Markets Ltd. | 280,000 | $120.93M | $130.73M | $9.8M | 8.1% |
Katie Christensen iSAM Funds UKK) Ltd | 680 | $269,755.21 | $306,040.8 | $36,285.59 | 13.45% |
Daniel Ronan Catalyst Financial Partners LLC | 931 | $438,843.41 | $421,417.15 | -$17,426.26 | -3.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,010 | $1.54M | $1.41M | -$126,152.14 | -8.22% |
| LV Leah Vaden Redwood Financial Network Corp. | 653 | $217,332.18 | $293,621.45 | $76,289.27 | 35.1% |
Edward Lowndes Angeles Wealth Management LLC | 830 | $406,670.08 | $374,670.3 | -$31,999.78 | -7.87% |
Kevin Zemann WealthPlan Investment Management LLC | 721 | $369,642.28 | $337,507.3 | -$32,134.98 | -8.69% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,846 | $1.26M | $1.28M | $17,371.92 | 1.37% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,113 | $496,475.92 | $518,151.58 | $21,675.66 | 4.37% |
CJ Harrison DecisionPoint Financial LLC | 1 | $455 | $468.11 | $13.11 | 2.88% |
| JG John Ginter Callan Family Office LLC | 7,088 | $3.38M | $3.28M | -$99,318.39 | -2.94% |