| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 6,409 | $908,972.26 | $1.17M | $265,493.01 | 29.21% |
Daniel Ronan Catalyst Financial Partners LLC | 2,743 | $381,743 | $505,507.47 | $123,764.47 | 32.42% |
| JG John Ginter Callan Family Office LLC | 3,161 | $395,076.25 | $580,802.14 | $185,725.89 | 47.01% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,143 | $299,720 | $393,754.82 | $94,034.82 | 31.37% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 1,008 | $121,412.26 | $184,564.8 | $63,152.54 | 52.01% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 4,162 | $339,119.98 | $764,725.88 | $425,605.9 | 125.5% |
Mariana Coli Dunhill Financial LLC | 11 | $1,362.46 | $2,014.1 | $651.64 | 47.83% |
| DP Drew Phillips Fortitude Family Office LLC | 81 | $10,692.26 | $14,848.92 | $4,156.66 | 38.88% |
Bert D. Barre Colonial Trust Co. / SC | 5 | $557.6 | $916.6 | $359 | 64.38% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,400 | $254,184 | $440,760 | $186,576 | 73.4% |
| KLM Kate L. Miller STAR Financial Bank | 2,933 | $408,186 | $537,677.56 | $129,491.56 | 31.72% |
Andrew Hass RF&L Wealth Management LLC | 3,626 | $484,143.36 | $664,718.32 | $180,574.96 | 37.3% |
Kevin Kroskey True Wealth Design LLC | 578 | $68,258.79 | $104,912.78 | $36,653.99 | 53.7% |
| JC Jared Calvert Buck Wealth Strategies LLC | 9,619 | $1.36M | $1.76M | $401,926.02 | 29.56% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 184 | $20,945.56 | $33,701.44 | $12,755.88 | 60.9% |
Alexandra Stickelman Root Financial Partners, LLC | 439 | $62,293.16 | $80,407.24 | $18,114.08 | 29.08% |
Courtney Holt Compound Planning, Inc. | 1,797 | $238,604.64 | $329,138.52 | $90,533.88 | 37.94% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,686 | $751,725.1 | $1.04M | $289,722.66 | 38.54% |
Tony Macafee UniSuper Management Pty Ltd | 12,019 | $1.21M | $2.2M | $988,195.48 | 81.63% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,990 | $263,262.25 | $356,190.1 | $92,927.85 | 35.3% |