| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 11,887 | $4.88M | $5.36M | $483,414.96 | 9.91% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,955 | $768,074.55 | $881,392.2 | $113,317.65 | 14.75% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 6,355 | $3.07M | $2.87M | -$200,917.27 | -6.55% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,610 | $1.89M | $1.63M | -$262,522.66 | -13.89% |
| WJ William Jollie Quent Capital LLC | 895 | $382,452.99 | $403,501.8 | $21,048.81 | 5.5% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,835 | $1.63M | $1.73M | $97,792.5 | 6% |
| MS Missy Straw Nilsine Partners LLC | 804 | $378,338.69 | $362,475.36 | -$15,863.33 | -4.19% |
Dalila Toledo Ascent Group LLC | 3,958 | $1.99M | $1.78M | -$203,737.04 | -10.25% |
| EM Erin Mccann Simplicity Wealth LLC | 824 | $427,656.29 | $371,492.16 | -$56,164.13 | -13.13% |
| EW Ed West Values First Advisors Inc. | 1,480 | $744,869.93 | $667,243.2 | -$77,626.73 | -10.42% |
Michael Byun SageView Advisory Group LLC | 1,376 | $708,345.96 | $620,355.84 | -$87,990.12 | -12.42% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,417 | $2.62M | $2.89M | $276,346.64 | 10.56% |
Katie Christensen iSAM Funds UKK) Ltd | 917 | $390,037 | $413,420.28 | $23,383.28 | 6% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 64 | $32,490.8 | $28,853.76 | -$3,637.04 | -11.19% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,007 | $980,564.71 | $904,835.88 | -$75,728.83 | -7.72% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 10,120 | $5.29M | $4.56M | -$726,110.3 | -13.73% |
Mark Fiskio Empirical Asset Management LLC | 1,065 | $452,987.1 | $480,144.6 | $27,157.5 | 6% |
Daniel Ronan Catalyst Financial Partners LLC | 1,718 | $705,735.68 | $774,543.12 | $68,807.44 | 9.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,622 | $2M | $2.08M | $80,929.51 | 4.04% |
Jeffrey Gilbert Balboa Wealth Partners | 914 | $360,005.52 | $412,067.76 | $52,062.24 | 14.46% |