| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 1,761 | $296,647.47 | $381,661.53 | $85,014.06 | 28.66% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,164 | $215,505 | $252,273.72 | $36,768.72 | 17.06% |
| WJ William Jollie Quent Capital LLC | 19 | $3,304.74 | $4,139.72 | $834.98 | 25.27% |
Michael Byun SageView Advisory Group LLC | 827 | $147,387 | $180,186.76 | $32,799.76 | 22.25% |
| JG John Ginter Callan Family Office LLC | 1,529 | $272,365.74 | $334,942.74 | $62,577 | 22.98% |
Albert Moore First National Advisers LLC | 2,035 | $344,444.1 | $445,787.1 | $101,343 | 29.42% |
Anita Woodhouse V-Square Quantitative Management LLC | 123 | $21,911 | $26,885.34 | $4,974.34 | 22.7% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 23,611 | $4.19M | $5.16M | $972,374.93 | 23.22% |
| TP Tricia Peterson Mesirow Institutional Investment Management Inc. | 27,447 | $4.84M | $6M | $1.16M | 23.99% |
Mariana Coli Dunhill Financial LLC | 2 | $356.28 | $437.15 | $80.87 | 22.7% |
Lukas Lindgren Abound Wealth Management | 2 | $368 | $426.46 | $58.46 | 15.89% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,197 | $329,370.31 | $480,209.27 | $150,838.96 | 45.8% |
| YG Youse Guia DoubleLine ETF Adviser LP | 2,758 | $505,567.43 | $603,781.36 | $98,213.93 | 19.43% |
Jeffrey D. Munjack JDM Financial Group LLC | 20 | $3,701.8 | $4,378.4 | $676.6 | 18.28% |
| SS Sheryl Stephens Stephens Consulting LLC | 300 | $68,233.55 | $65,676 | -$2,557.55 | -3.75% |
Amy Hart Phillips Wealth Planners LLC | 1,298 | $193,280.02 | $284,158.16 | $90,878.14 | 47.02% |
Ashley Buboltz Moran Wealth Management LLC | 5,768 | $895,622.03 | $1.26M | $366,012.61 | 40.87% |
Kevin Kroskey True Wealth Design LLC | 188 | $32,445.3 | $41,995.44 | $9,550.14 | 29.43% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 11,889 | $2.12M | $2.54M | $414,409.51 | 19.54% |
Andy Warning Resolute Wealth Strategies LLC | 2,014 | $333,491.59 | $439,978.44 | $106,486.85 | 31.93% |