| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 15,835 | $6.72M | $6.75M | $28,108.76 | 0.42% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,610 | $1.89M | $1.54M | -$352,483.82 | -18.65% |
William Jollie Quent Capital LLC | 826 | $349,889.82 | $350,893.06 | $1,003.24 | 0.29% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,656 | $1.95M | $1.99M | $41,488.08 | 2.13% |
Missy Straw Nilsine Partners LLC | 1,126 | $502,404.64 | $480,109.52 | -$22,295.12 | -4.44% |
Dalila Toledo Ascent Group LLC | 4,053 | $2.02M | $1.73M | -$293,262.68 | -14.48% |
| EM Erin Mccann Simplicity Wealth LLC | 741 | $383,891.23 | $313,494.87 | -$70,396.36 | -18.34% |
Ed West Values First Advisors Inc. | 41 | $21,426.19 | $17,529.14 | -$3,897.05 | -18.19% |
Michael Byun SageView Advisory Group LLC | 1,228 | $631,890.77 | $524,687.56 | -$107,203.21 | -16.97% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,632 | $2.7M | $2.82M | $115,835.23 | 4.29% |
Katie Christensen iSAM Funds UKK) Ltd | 1,120 | $468,252.49 | $477,769.6 | $9,517.11 | 2.03% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 60 | $30,458.4 | $25,554.6 | -$4,903.8 | -16.1% |
Daniel Ronan Catalyst Financial Partners LLC | 2,072 | $842,131.17 | $883,728.72 | $41,597.55 | 4.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,622 | $2M | $1.96M | -$39,381.15 | -1.97% |
Jeffrey Gilbert Balboa Wealth Partners | 957 | $376,573.33 | $407,471.46 | $30,898.13 | 8.21% |
Edward Lowndes Angeles Wealth Management LLC | 1,136 | $576,088.95 | $485,384.4 | -$90,704.55 | -15.74% |
Kevin Zemann WealthPlan Investment Management LLC | 2,197 | $1.16M | $933,307.57 | -$223,590.7 | -19.33% |
Benjamin Cauley Carr Financial Group Corp. | 628 | $230,504.7 | $268,557.92 | $38,053.22 | 16.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 65 | $23,203.2 | $27,485.25 | $4,282.05 | 18.45% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,111 | $1.13M | $1.33M | $204,945.84 | 18.18% |