| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenell Wunsch Sora Investors LLC | 120,268 | $25.18M | $35.6M | $10.42M | 41.4% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 231,240 | $68.51M | $69.48M | $974,363.98 | 1.42% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,191 | $255,140.23 | $338,303.54 | $83,163.31 | 32.6% |
| SP Shaun Peterson Peterson Wealth Services | 6,316 | $944,365.44 | $1.9M | $958,140.08 | 101.46% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 1,398 | $318,994.14 | $422,028.24 | $103,034.1 | 32.3% |
Ana-Maria Ignat Covestor Ltd | 49 | $8,336.86 | $14,357 | $6,020.14 | 72.21% |
| WTM W. Travis McKinney HB Wealth Management LLC | 933 | $301,088.43 | $273,742.2 | -$27,346.23 | -9.08% |
Michael Byun SageView Advisory Group LLC | 441 | $92,394 | $130,161.15 | $37,767.15 | 40.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 175 | $47,973.75 | $49,547.75 | $1,574 | 3.28% |
Keith Williams 4D Advisors LLC | 15,000 | $3.14M | $4.46M | $1.32M | 42.17% |
| JG John Ginter Callan Family Office LLC | 2,505 | $524,499.37 | $742,068.67 | $217,569.3 | 41.48% |
Lukas Lindgren Abound Wealth Management | 3 | $628.11 | $895.83 | $267.72 | 42.62% |
| DP Drew Phillips Fortitude Family Office LLC | 29 | $8,103.07 | $8,559.9 | $456.83 | 5.64% |
Loni Adams Daymark Wealth Partners LLC | 749 | $241,710 | $221,081.43 | -$20,628.57 | -8.53% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,438 | $786,766.98 | $719,621.53 | -$67,145.45 | -8.53% |
| BP Brett Pohl Kingdom Financial Group LLC | 505 | $162,969 | $149,060.24 | -$13,908.76 | -8.53% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 203 | $61,089.33 | $59,523.66 | -$1,565.67 | -2.56% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 39,078 | $8.18M | $11.42M | $3.24M | 39.62% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 125 | $40,339 | $35,938.75 | -$4,400.25 | -10.91% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 259 | $56,153.61 | $75,460.94 | $19,307.33 | 34.38% |