| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Camaron Barta BXM Wealth LLC | 10,246 | $1.14M | $1.22M | $74,968.51 | 6.55% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 2,966 | $217,001.65 | $351,337.53 | $134,335.88 | 61.91% |
| KS Katherine Simmonds Conquis Financial LLC | 1,200 | $108,645.74 | $142,698 | $34,052.26 | 31.34% |
| RN Ron New Whipplewood Advisors LLC | 177 | $21,997.55 | $21,075.39 | -$922.16 | -4.19% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,964 | $205,571.41 | $233,258.78 | $27,687.37 | 13.47% |
| JB Joshalyn Baca TigerOak Management LLC | 2,677 | $278,611.86 | $319,566.87 | $40,955.01 | 14.7% |
| BFL Baring Financial LLC Baring Financial LLC | 3,006 | $288,775.8 | $356,451.48 | $67,675.68 | 23.44% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 3,638 | $374,958 | $433,067.52 | $58,109.52 | 15.5% |
Cache Advisors LLC Cache Advisors LLC | 4,890 | $544,795 | $583,743.75 | $38,948.75 | 7.15% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 74,580 | $8.42M | $8.88M | $465,200.68 | 5.53% |
| TM Terry McHugh McHugh Group LLC | 3,700 | $334,295 | $438,413 | $104,118 | 31.15% |
| PBS P. Brian Saxton Saiph Capital LLC | 5,511 | $624,176 | $656,470.32 | $32,294.32 | 5.17% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 2,069 | $202,960.73 | $245,342.02 | $42,381.29 | 20.88% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 45,780 | $4.3M | $5.43M | $1.13M | 26.21% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 4,353 | $409,421.72 | $517,615.23 | $108,193.51 | 26.43% |
Financial Harvest LLC Financial Harvest LLC | 4,141 | $444,080.14 | $488,099.67 | $44,019.53 | 9.91% |
| MK Matthew Klein Matauro LLC | 2,436 | $218,501.22 | $289,981.44 | $71,480.22 | 32.71% |
| CM Christopher McCall Journey Beyond Wealth LLC | 2,891 | $261,202.12 | $343,103.88 | $81,901.76 | 31.36% |
| AC Andrew Carter Panoramic Capital Partners LLC | 3,465 | $325,517.31 | $410,567.85 | $85,050.54 | 26.13% |
| LG Luc Gaudet Louisbourg Investments Inc. | 17,000 | $893,350 | $2.02M | $1.13M | 126.3% |