| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Fulmer Shelton Wealth Management LLC | 226 | $209,676.02 | $194,484.3 | -$15,191.72 | -7.25% |
Li Peng China Universal Asset Management Co. Ltd. | 5,035 | $2.58M | $4.33M | $1.75M | 67.64% |
Clint Dunn Beaird Harris Wealth Management LLC | 2 | $1,288.78 | $1,721.1 | $432.32 | 33.54% |
Ana-Maria Ignat Covestor Ltd | 15 | $10,953.75 | $12,908.25 | $1,954.5 | 17.84% |
| WTM W. Travis McKinney HB Wealth Management LLC | 368 | $273,859.58 | $316,682.4 | $42,822.82 | 15.64% |
| WJ William Jollie Quent Capital LLC | 9 | $6,638.04 | $7,744.95 | $1,106.91 | 16.68% |
| MS Missy Straw Nilsine Partners LLC | 4,126 | $3.42M | $3.55M | $133,231.01 | 3.9% |
| RG Robert Glass AlphaCentric Advisors LLC | 1,794 | $1.47M | $1.54M | $76,010.68 | 5.18% |
Michael Byun SageView Advisory Group LLC | 166 | $139,598 | $142,851.3 | $3,253.3 | 2.33% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 500 | $177,964 | $430,274.99 | $252,310.99 | 141.78% |
| KJ Ken Joseph Braidwel LLP | 84,939 | $56.48M | $73.09M | $16.62M | 29.43% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 287 | $167,630.94 | $246,977.85 | $79,346.91 | 47.33% |
| JG John Ginter Callan Family Office LLC | 1,977 | $1.29M | $1.7M | $415,109.86 | 32.27% |
Lukas Lindgren Abound Wealth Management | 32 | $26,911.03 | $27,537.6 | $626.57 | 2.33% |
| DP Drew Phillips Fortitude Family Office LLC | 3 | $1,141 | $2,581.65 | $1,440.65 | 126.26% |
| NH Nolan Hoffmeyer Thematics Asset Management | 11,576 | $6.38M | $9.96M | $3.58M | 56.12% |
| QS Quentin Stoker Gallacher Capital Management LLC | 304 | $221,996.31 | $261,607.2 | $39,610.89 | 17.84% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 9 | $4,795.83 | $7,721.63 | $2,925.8 | 61.01% |
Kevin Kroskey True Wealth Design LLC | 9 | $5,969.96 | $7,766.37 | $1,796.41 | 30.09% |
Lison Couture iA Global Asset Management Inc. | 6,000 | $2.8M | $5.15M | $2.35M | 83.84% |