| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Swift Benchmark Investment Advisors LLC | 5,951 | $3.16M | $3.14M | -$15,413.79 | -0.49% |
W. Travis McKinney HB Wealth Management LLC | 3,798 | $1.79M | $2.03M | $231,581.18 | 12.91% |
| LF Lukas Feh LGT Group Foundation | 5,981 | $4.17M | $3.15M | -$1.03M | -24.6% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,865 | $1.32M | $1.52M | $204,417.75 | 15.54% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 2,450 | $1.38M | $1.3M | -$83,322.03 | -6.03% |
Jeremy Baltz Raleigh Capital Management Inc. | 67 | $32,488.97 | $35,108.33 | $2,619.36 | 8.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 650 | $315,192 | $341,529.5 | $26,337.5 | 8.36% |
William Jollie Quent Capital LLC | 170 | $106,940.05 | $90,672.9 | -$16,267.15 | -15.21% |
Dalila Toledo Ascent Group LLC | 1,011 | $647,509.8 | $530,992.36 | -$116,517.44 | -17.99% |
| EM Erin Mccann Simplicity Wealth LLC | 841 | $635,165.46 | $443,871.39 | -$191,294.07 | -30.12% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $2,750.15 | $2,620.02 | -$130.13 | -4.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,172 | $1.49M | $1.69M | $198,471.66 | 13.29% |
Edward Lowndes Angeles Wealth Management LLC | 1,413 | $781,443.29 | $738,984.87 | -$42,458.42 | -5.43% |
Kevin Zemann WealthPlan Investment Management LLC | 860 | $404,464.97 | $458,698.2 | $54,233.23 | 13.41% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,775 | $860,715.37 | $942,560.5 | $81,845.13 | 9.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 24 | $11,653.5 | $12,661.68 | $1,008.18 | 8.65% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,559 | $479,553.86 | $2.43M | $1.95M | 406.1% |
CJ Harrison DecisionPoint Financial LLC | 2 | $1,534.68 | $1,066.74 | -$467.94 | -30.49% |
| JG John Ginter Callan Family Office LLC | 15,298 | $9.39M | $8.13M | -$1.27M | -13.51% |
Amna Ali Khan GDS Wealth Management | 37,547 | $19.72M | $19.92M | $194,580.49 | 0.99% |