| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sheryl Stephens Stephens Consulting LLC | 3,360 | $35,534.57 | $76,305.6 | $40,771.03 | 114.74% |
| SS Stephen Smith Kestra Investment Management LLC | 50,662 | $763,828.88 | $1.15M | $386,705.14 | 50.63% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 130 | $2,964 | $2,952.95 | -$11.05 | -0.37% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 457,767 | $10.13M | $10.34M | $208,933.79 | 2.06% |
Kun Gao Sherbrooke Park Advisers LLC | 15,334 | $298,092.83 | $347,928.46 | $49,835.63 | 16.72% |
| DS David Smith Linden Thomas Advisory Services LLC | 36,088 | $538,611.09 | $824,610.8 | $285,999.71 | 53.1% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 49 | $1,117.2 | $1,110.34 | -$6.86 | -0.61% |
Kevin Kroskey True Wealth Design LLC | 102 | $1,951.29 | $2,330.7 | $379.41 | 19.44% |
Jill Batley Gateway Wealth Partners LLC | 28,489 | $649,548 | $645,560.74 | -$3,987.26 | -0.61% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 41,235 | $940,158 | $934,385.1 | -$5,772.9 | -0.61% |
Beth Zilka Baron Wealth Management LLC | 8,931 | $203,619.41 | $202,510.42 | -$1,108.99 | -0.54% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 13,378 | $305,018 | $303,346.15 | -$1,671.85 | -0.55% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 438 | $8,129.45 | $9,942.6 | $1,813.15 | 22.3% |
Dave Nietfeldt Palo Duro Investment Partners, LP | 28,869 | $497,008.33 | $654,604.57 | $157,596.24 | 31.71% |
Alexandra Stickelman Root Financial Partners, LLC | 2,014 | $40,672.45 | $45,717.8 | $5,045.35 | 12.4% |
Katherine Stoner Empower Advisory Group, LLC | 11,000 | $213,840 | $249,700 | $35,860 | 16.77% |
Annmarie Young KPP Advisory Services LLC | 23,458 | $456,023.6 | $531,792.86 | $75,769.26 | 16.62% |
Denise Reinert CGC Financial Services, LLC | 500 | $5,800 | $11,365 | $5,565 | 95.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 118,939 | $1.98M | $2.69M | $708,458.4 | 35.81% |
Peter David N Soliman Second Line Capital, LLC | 15,675 | $199,159.71 | $355,352.25 | $156,192.54 | 78.43% |