| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 422 | $4,221.15 | $5,494.44 | $1,273.29 | 30.16% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 75,365 | $919,128.36 | $982,759.6 | $63,631.24 | 6.92% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.16M | $29.1M | $28.08M | -$1.02M | -3.49% |
Thomas Herbert VPR Management LLC | 122,010 | $1.94M | $1.58M | -$360,471.35 | -18.58% |
Dominic Corabi Wedmont Private Capital | 24,809 | $348,203.29 | $321,152.5 | -$27,050.79 | -7.77% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,000 | $16,970 | $13,210 | -$3,760 | -22.16% |
Sara S. Alexander Sonora Investment Management Group LLC | 12,850 | $139,551 | $169,427.25 | $29,876.25 | 21.41% |
Penny A. Phillips Journey Strategic Wealth LLC | 12,471 | $140,962.53 | $162,559.48 | $21,596.95 | 15.32% |
Tyler Glazier New Millennium Group LLC | 12,937 | $168,569.11 | $170,121.55 | $1,552.44 | 0.92% |
W. Travis McKinney HB Wealth Management LLC | 11,907 | $188,256.3 | $155,029.14 | -$33,227.16 | -17.65% |
Mark Perrault Intergy Private Wealth LLC | 13,395 | $156,625.73 | $174,938.7 | $18,312.97 | 11.69% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,924 | $189,711 | $156,502.5 | -$33,208.5 | -17.5% |
Jonathan Straus Commons Capital LLC | 80,000 | $868,800 | $1.04M | $173,600 | 19.98% |
Dalila Toledo Ascent Group LLC | 55,417 | $571,858.18 | $722,637.68 | $150,779.5 | 26.37% |
Timothy Gerlach Novem Group | 12,633 | $190,000 | $165,808.12 | -$24,191.88 | -12.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,279 | $131,561.69 | $185,912.58 | $54,350.89 | 41.31% |
| JG John Ginter Callan Family Office LLC | 91,306 | $1.19M | $1.19M | -$609.75 | -0.05% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 11,000 | $119,460 | $145,255 | $25,795 | 21.59% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,225 | $16,427 | $15,974 | -$453 | -2.76% |
Lukas Lindgren Abound Wealth Management | 30 | $402.81 | $389.7 | -$13.11 | -3.25% |