| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 4,934 | $202,343.34 | $282,866.22 | $80,522.88 | 39.8% |
Ana-Maria Ignat Covestor Ltd | 556 | $28,963.8 | $29,840.52 | $876.72 | 3.03% |
Taro Kuriyama Axq Capita LLP | 19,434 | $906,790.44 | $1.07M | $167,521.08 | 18.47% |
Nolan Baker Retirement Guys Formula LLC | 5,410 | $221,914.95 | $310,155.3 | $88,240.35 | 39.76% |
CJ Harrison DecisionPoint Financial LLC | 4 | $186.64 | $228.8 | $42.16 | 22.59% |
| JG John Ginter Callan Family Office LLC | 10,430 | $499,120.4 | $551,225.5 | $52,105.1 | 10.44% |
Rachel Faulk Cape Investment Advisory Inc. | 60 | $2,799.6 | $3,432 | $632.4 | 22.59% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 300 | $7,767 | $15,825 | $8,058 | 103.75% |
Drew Phillips Fortitude Family Office LLC | 85 | $3,944.74 | $4,873.05 | $928.31 | 23.53% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 6,459 | $318,986.38 | $340,712.25 | $21,725.87 | 6.81% |
Brian Matter Creative Capital Management Investments LLC | 35 | $1,633.1 | $2,006.55 | $373.45 | 22.87% |
Ashley Buboltz Moran Wealth Management LLC | 45,337 | $2.37M | $2.59M | $220,352.37 | 9.29% |
Kevin Kroskey True Wealth Design LLC | 142 | $6,369.9 | $8,140.86 | $1,770.96 | 27.8% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 6,569 | $352,535.88 | $363,134.32 | $10,598.44 | 3.01% |
Staci Compagno Portside Wealth Group, LLC | 11,706 | $605,669.07 | $671,104.98 | $65,435.91 | 10.8% |
Tony Macafee UniSuper Management Pty Ltd | 112,017 | $5.58M | $5.99M | $401,311.25 | 7.19% |
Norden Group LLC NORDEN GROUP LLC | 4,911 | $229,147.26 | $281,547.63 | $52,400.37 | 22.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 919 | $42,202.94 | $52,686.27 | $10,483.33 | 24.84% |
Mathieu Cornu Pictet Asset Management Holding SA | 16,488 | $754,252.31 | $945,257.04 | $191,004.73 | 25.32% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 20 | $771.69 | $1,146.6 | $374.91 | 48.58% |