| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 223 | $35,327.66 | $48,538.18 | $13,210.52 | 37.39% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,179 | $221,652 | $256,621.14 | $34,969.14 | 15.78% |
| WJ William Jollie Quent Capital LLC | 3 | $475.26 | $659.91 | $184.65 | 38.85% |
Dalila Toledo Ascent Group LLC | 1,442 | $197,839.66 | $317,196.74 | $119,357.08 | 60.33% |
Michael Byun SageView Advisory Group LLC | 26 | $4,144 | $5,719.22 | $1,575.22 | 38.01% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,830 | $1.61M | $2.58M | $965,624.41 | 59.99% |
| JG John Ginter Callan Family Office LLC | 5,177 | $647,844.91 | $1.13M | $485,426.27 | 74.93% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 6,884 | $857,597.75 | $1.5M | $641,049.05 | 74.75% |
| DP Drew Phillips Fortitude Family Office LLC | 78 | $10,425.01 | $16,928.96 | $6,503.95 | 62.39% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,529 | $209,465.14 | $332,863.3 | $123,398.16 | 58.91% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 325 | $61,100 | $70,690.75 | $9,590.75 | 15.7% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 4,193 | $789,869.98 | $912,019.43 | $122,149.45 | 15.46% |
| DS David Smith Linden Thomas Advisory Services LLC | 12,940 | $1.68M | $2.79M | $1.11M | 65.85% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 2,395 | $223,876.22 | $521,822.6 | $297,946.38 | 133.09% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 13 | $2,071.94 | $2,832.44 | $760.5 | 36.7% |
Kevin Kroskey True Wealth Design LLC | 43 | $6,713.19 | $9,254.89 | $2,541.7 | 37.86% |
Jenna Laws Evexia Wealth LLC | 32,165 | $5.27M | $6.98M | $1.71M | 32.49% |
| DD Damir Durkovic Entropy Technologies, LP | 4,409 | $828,892 | $945,598.23 | $116,706.23 | 14.08% |
Alexandra Stickelman Root Financial Partners, LLC | 245 | $40,498.43 | $52,545.15 | $12,046.72 | 29.75% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 14,751 | $2.77M | $3.13M | $352,096.04 | 12.7% |