| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 274 | $8,916 | $10,159.92 | $1,243.92 | 13.95% |
Yuen Man Lee Persistent Asset Partners Ltd. | 133,066 | $4.13M | $4.93M | $806,304.25 | 19.53% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 4,475 | $130,328.99 | $165,933.01 | $35,604.02 | 27.32% |
| WJ William Jones TEMA ETFs LLC | 8,426 | $296,426.4 | $312,436.1 | $16,009.7 | 5.4% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 100 | $4,024 | $3,708 | -$316 | -7.85% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 7,597 | $267,262.64 | $281,696.78 | $14,434.14 | 5.4% |
Binnacle Investments Inc. Binnacle Investments Inc. | 6 | $158 | $222.48 | $64.48 | 40.81% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 10,842 | $284,928 | $402,021.38 | $117,093.38 | 41.1% |