| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 5,076 | $313,928.03 | $378,593.46 | $64,665.43 | 20.6% |
Ana-Maria Ignat Covestor Ltd | 208 | $14,439.36 | $15,475.2 | $1,035.84 | 7.17% |
| SP Samantha Pierangeli City State Bank | 1,000 | $60,650 | $74,540 | $13,890 | 22.9% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6,039 | $389,461.89 | $449,301.6 | $59,839.71 | 15.36% |
| MC mike Chen Byrne Asset Management LLC | 350 | $20,967 | $26,393.5 | $5,426.5 | 25.88% |
Courtney Lawson Autumn Glory Partners LLC | 3,004 | $208,537.64 | $223,437.52 | $14,899.88 | 7.14% |
| WJ William Jollie Quent Capital LLC | 366 | $22,855.14 | $27,285.3 | $4,430.16 | 19.38% |
Michael Byun SageView Advisory Group LLC | 45 | $3,124 | $3,354.75 | $230.75 | 7.39% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,258 | $297,688.49 | $317,433.9 | $19,745.41 | 6.63% |
| TK Taro Kuriyama Axq Capita LLP | 12,485 | $866,584 | $930,756.75 | $64,172.75 | 7.41% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 137,775 | $10.41M | $10.28M | -$121,679.64 | -1.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,775 | $283,537.12 | $356,262.75 | $72,725.63 | 25.65% |
Mariana Coli Dunhill Financial LLC | 1 | $69.42 | $74.61 | $5.19 | 7.48% |
| DP Drew Phillips Fortitude Family Office LLC | 83 | $5,384.36 | $6,192.63 | $808.27 | 15.01% |
| SS Stephen Smith Kestra Investment Management LLC | 13,941 | $830,833.63 | $1.04M | $209,304.38 | 25.19% |
Kevin Kroskey True Wealth Design LLC | 353 | $25,060.59 | $26,337.33 | $1,276.74 | 5.09% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 4,544 | $247,000.61 | $339,027.84 | $92,027.23 | 37.26% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 4,950 | $306,729.09 | $369,319.5 | $62,590.41 | 20.41% |
| DD Damir Durkovic Entropy Technologies, LP | 12,473 | $865,875.59 | $930,610.53 | $64,734.94 | 7.48% |
Alexandra Stickelman Root Financial Partners, LLC | 233 | $15,594.59 | $17,384.13 | $1,789.54 | 11.48% |