| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 296 | $22,571 | $32,542.24 | $9,971.24 | 44.18% |
| JG John Ginter Callan Family Office LLC | 8,010 | $635,671.24 | $884,864.7 | $249,193.46 | 39.2% |
Albert Moore First National Advisers LLC | 5,259 | $404,489.25 | $580,961.73 | $176,472.48 | 43.63% |
Mariana Coli Dunhill Financial LLC | 1 | $76.25 | $109.59 | $33.34 | 43.72% |
| DP Drew Phillips Fortitude Family Office LLC | 34 | $2,687.79 | $3,707.36 | $1,019.57 | 37.93% |
| SS Stephen Smith Kestra Investment Management LLC | 9,083 | $793,325.13 | $990,410.32 | $197,085.19 | 24.84% |
Bree Pate Olisti Co. Wealth LLC | 17,903 | $900,257.87 | $1.99M | $1.09M | 121.01% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,762 | $228,556 | $302,742.82 | $74,186.82 | 32.46% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 217 | $16,546.25 | $23,880.85 | $7,334.6 | 44.33% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 2,710 | $253,222 | $297,734.15 | $44,512.15 | 17.58% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 23 | $2,918 | $2,521.49 | -$396.51 | -13.59% |
Alexandra Stickelman Root Financial Partners, LLC | 279 | $25,558.22 | $30,586.77 | $5,028.55 | 19.67% |
John Shanley Aspect Partners, LLC | 30 | $2,225 | $3,396 | $1,171 | 52.63% |
Norden Group LLC NORDEN GROUP LLC | 4,288 | $455,646.67 | $470,329.28 | $14,682.61 | 3.22% |
| AA Andrew Alkon EntryPoint Capital, LLC | 12,639 | $1.02M | $1.39M | $365,381.65 | 35.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 316 | $26,611.89 | $35,208.72 | $8,596.83 | 32.3% |
Mathieu Cornu Pictet Asset Management Holding SA | 671,212 | $52.42M | $73.65M | $21.24M | 40.51% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 15 | $1,322.23 | $1,673.68 | $351.45 | 26.58% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 158 | $12,048.22 | $17,620.63 | $5,572.41 | 46.25% |
Amir Har-El Savvy Advisors, Inc. | 4,823 | $449,239.74 | $538,753.21 | $89,513.47 | 19.93% |