| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 1,058 | $327,744.6 | $460,663.78 | $132,919.18 | 40.56% |
Tyler Glazier New Millennium Group LLC | 414 | $188,485.92 | $180,259.74 | -$8,226.18 | -4.36% |
Ana-Maria Ignat Covestor Ltd | 94 | $20,340.12 | $52,863.72 | $32,523.6 | 159.9% |
W. Travis McKinney HB Wealth Management LLC | 841 | $329,131.26 | $366,179.81 | $37,048.55 | 11.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,461 | $288,562.11 | $636,134.01 | $347,571.9 | 120.45% |
Jeffrey Gilbert Balboa Wealth Partners | 869 | $314,117.96 | $488,573.51 | $174,455.55 | 55.54% |
CJ Harrison DecisionPoint Financial LLC | 1 | $548 | $522.22 | -$25.78 | -4.7% |
| JG John Ginter Callan Family Office LLC | 968 | $349,408.43 | $510,203.76 | $160,795.33 | 46.02% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 9,610 | $5.35M | $4.18M | -$1.16M | -21.76% |
Rachel Faulk Cape Investment Advisory Inc. | 12 | $6,745 | $6,266.64 | -$478.36 | -7.09% |
Drew Phillips Fortitude Family Office LLC | 34 | $15,470.35 | $14,803.94 | -$666.41 | -4.31% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 693 | $265,105.85 | $396,312.84 | $131,206.99 | 49.49% |
Brian Matter Creative Capital Management Investments LLC | 10 | $5,620.8 | $4,354.1 | -$1,266.7 | -22.54% |
Stephen Smith Kestra Investment Management LLC | 1,547 | $532,647.3 | $807,874.34 | $275,227.04 | 51.67% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3,326 | $1.78M | $1.74M | -$45,938.45 | -2.58% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,237 | $645,242.24 | $538,602.17 | -$106,640.07 | -16.53% |
| DL Dina Lukina Scalar Gauge Management LLC | 34,000 | $15.19M | $19.39M | $4.19M | 27.6% |
Kevin Kroskey True Wealth Design LLC | 18 | $4,056.92 | $7,837.38 | $3,780.46 | 93.19% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 724 | $253,938.51 | $315,236.84 | $61,298.33 | 24.14% |
Jill Batley Gateway Wealth Partners LLC | 982 | $512,147 | $427,572.62 | -$84,574.38 | -16.51% |