| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 101 | $821.79 | $8,712.26 | $7,890.47 | 960.16% |
| BG Bart Gancher Intech Investment Management LLC | 8,646 | $193,274.42 | $891,316.11 | $698,041.69 | 361.17% |
| KAC Kimberly A. Clarke Stoneridge Investment Partners LLC | 2,831 | $268,293.87 | $282,363.94 | $14,070.07 | 5.24% |
| MRF Malcolm R. Fobes III BERKSHIRE CAPITAL HOLDINGS Inc. | 142,640 | $13.7M | $19.12M | $5.42M | 39.56% |
| GN Gina Nelson Next Century Growth Investors LLC | 410,731 | $11.71M | $55.06M | $43.35M | 370.25% |
| JM John Malone Amundi | 2,250 | $213,232.5 | $238,950 | $25,717.5 | 12.06% |
Mack, Connie Clarity Financial LLC | 7,629 | $282,883.75 | $658,077.54 | $375,193.79 | 132.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,097 | $388,272.69 | $353,407.22 | -$34,865.47 | -8.98% |
Joseph Castro Nuveen LLC | 102,621 | $3.81M | $8.78M | $4.97M | 130.35% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,645 | $174,850.65 | $314,417.7 | $139,567.05 | 79.82% |
| BO Brian Oliveira Clear Street Group Inc. | 8,768 | $842,254 | $750,716.16 | -$91,537.84 | -10.87% |
Dinan Hu R Squared Ltd | 3,115 | $299,227 | $268,637.6 | -$30,589.4 | -10.22% |
Ellen York T. Rowe Price Investment Management Inc. | 318,127 | $30.15M | $42.65M | $12.5M | 41.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,251 | $97,442.73 | $107,911.26 | $10,468.53 | 10.74% |
Jennifer Carlson Gould Capital LLC | 1,000 | $12,930 | $103,070 | $90,140 | 697.14% |
Ana-Maria Ignat Covestor Ltd | 6 | $568.62 | $618.42 | $49.8 | 8.76% |
Craig Johnsen Fortitude Advisory Group LLC | 14,332 | $484,334.27 | $1.15M | $661,939.09 | 136.67% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,403 | $122,663.1 | $207,282.78 | $84,619.68 | 68.99% |
Drew Phillips Fortitude Family Office LLC | 38 | $491.47 | $3,278.64 | $2,787.17 | 567.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 25 | $505 | $2,156.5 | $1,651.5 | 327.03% |