| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 16,033 | $583,922 | $588,250.77 | $4,328.77 | 0.74% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,733 | $258,346.77 | $283,182.46 | $24,835.69 | 9.61% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,705 | $210,750.55 | $207,519.37 | -$3,231.18 | -1.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 364 | $12,106.64 | $13,242.32 | $1,135.68 | 9.38% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 3,600 | $97,092 | $130,968 | $33,876 | 34.89% |
Clint Dunn Beaird Harris Wealth Management LLC | 12 | $399.12 | $435.18 | $36.06 | 9.03% |
Ana-Maria Ignat Covestor Ltd | 549 | $18,461.98 | $19,961.64 | $1,499.66 | 8.12% |
Kathryn Brown Morton Brown Family Wealth LLC | 627 | $20,077.48 | $22,738.15 | $2,660.67 | 13.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 8,757 | $276,665.47 | $320,331.06 | $43,665.59 | 15.78% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $36.42 | $36.58 | $0.16 | 0.44% |
| WJ William Jollie Quent Capital LLC | 2,401 | $79,857.26 | $88,620.91 | $8,763.65 | 10.97% |
| MS Missy Straw Nilsine Partners LLC | 25,054 | $713,969.99 | $916,475.32 | $202,505.33 | 28.36% |
Dalila Toledo Ascent Group LLC | 17,553 | $655,275.63 | $647,881.23 | -$7,394.4 | -1.13% |
Michael Byun SageView Advisory Group LLC | 2,042 | $76,433 | $75,370.22 | -$1,062.78 | -1.39% |
| KB Kimberly Byrne Bill Few Associates Inc. | 91,832 | $4.15M | $3.36M | -$790,457.8 | -19.05% |
| TK Taro Kuriyama Axq Capita LLP | 29,564 | $1.08M | $1.09M | $14,755.11 | 1.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,920 | $559,544.4 | $624,348 | $64,803.6 | 11.58% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 97 | $2,231 | $3,570.08 | $1,339.08 | 60.02% |
Mark Mowrey Signature Resources Capital Management LLC | 103 | $3,759 | $3,781.13 | $22.13 | 0.59% |
Mariana Coli Dunhill Financial LLC | 22 | $807.18 | $811.8 | $4.62 | 0.57% |