| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 50,408 | $7.95M | $8.45M | $499,208.19 | 6.28% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,764 | $271,155.72 | $295,575.84 | $24,420.12 | 9.01% |
Ana-Maria Ignat Covestor Ltd | 216 | $32,667.06 | $38,756.88 | $6,089.82 | 18.64% |
Michael Byun SageView Advisory Group LLC | 3,486 | $448,686.68 | $625,737 | $177,050.32 | 39.46% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,400 | $208,250 | $234,584 | $26,334 | 12.65% |
CJ Harrison DecisionPoint Financial LLC | 1 | $162 | $174.78 | $12.78 | 7.89% |
| JG John Ginter Callan Family Office LLC | 1,701 | $274,887.56 | $304,496.01 | $29,608.45 | 10.77% |
Albert Moore First National Advisers LLC | 16,890 | $2.66M | $2.83M | $168,458.28 | 6.33% |
Drew Phillips Fortitude Family Office LLC | 17 | $2,861.73 | $2,848.52 | -$13.21 | -0.46% |
Brian Matter Creative Capital Management Investments LLC | 7 | $1,182.65 | $1,172.92 | -$9.73 | -0.82% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,210 | $204,430 | $211,483.8 | $7,053.8 | 3.45% |
Paul B. Ordonio Park Place Capital Corp. | 42 | $5,128.62 | $7,497.42 | $2,368.8 | 46.19% |
Kevin Kroskey True Wealth Design LLC | 21 | $3,184.59 | $3,518.76 | $334.17 | 10.49% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 7,962 | $1.24M | $1.33M | $95,277.79 | 7.69% |
| PIL PFG Investments LLC PFG Investments LLC | 3,000 | $464,850 | $502,680 | $37,830 | 8.14% |
| DD Damir Durkovic Entropy Technologies, LP | 5,737 | $969,266 | $1.03M | $62,017.12 | 6.4% |
Staci Compagno Portside Wealth Group, LLC | 2,916 | $459,888.76 | $488,604.96 | $28,716.2 | 6.24% |
Courtney Holt Compound Planning, Inc. | 1,717 | $268,082.63 | $287,700.52 | $19,617.89 | 7.32% |
Katherine Stoner Empower Advisory Group, LLC | 133,428 | $17.81M | $23.99M | $6.17M | 34.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 868 | $137,131.54 | $145,442.08 | $8,310.54 | 6.06% |