| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 26,732 | $161,461.28 | $269,725.88 | $108,264.6 | 67.05% |
Barry Oliver Capital Performance Advisors LLP | 41,992 | $253,707.68 | $423,699.28 | $169,991.6 | 67% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 166,551 | $1.31M | $1.68M | $369,717.67 | 28.21% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 12,078 | $107,301.28 | $121,867.02 | $14,565.74 | 13.57% |
Ana-Maria Ignat Covestor Ltd | 7,729 | $51,871.63 | $77,985.61 | $26,113.98 | 50.34% |
Bill McVay Red Tortoise LLC | 538 | $2,846.02 | $5,428.42 | $2,582.4 | 90.74% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,393 | $100,631.16 | $125,045.37 | $24,414.21 | 24.26% |
| MC mike Chen Byrne Asset Management LLC | 1,700 | $12,053 | $16,915 | $4,862 | 40.34% |
| WJ William Jollie Quent Capital LLC | 2,726 | $24,261.4 | $27,505.34 | $3,243.94 | 13.37% |
| TK Taro Kuriyama Axq Capita LLP | 32,124 | $260,847 | $324,131.16 | $63,284.16 | 24.26% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 51,508 | $463,373.02 | $519,715.72 | $56,342.7 | 12.16% |
Mariana Coli Dunhill Financial LLC | 8 | $70.22 | $80.72 | $10.5 | 14.95% |
| DP Drew Phillips Fortitude Family Office LLC | 607 | $4,687.07 | $6,124.63 | $1,437.56 | 30.67% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 22,985 | $205,441.79 | $231,918.65 | $26,476.86 | 12.89% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 6,272 | $50,928.64 | $63,284.48 | $12,355.84 | 24.26% |
Kevin Kroskey True Wealth Design LLC | 85 | $764.84 | $857.65 | $92.81 | 12.13% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 125,533 | $1.02M | $1.27M | $247,299.97 | 24.26% |
| DJE Douglas J. Eaton Eaton Financial Holdings Company LLC | 248,854 | $1.94M | $2.51M | $574,852.94 | 29.69% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 34,106 | $276,941 | $344,129.54 | $67,188.54 | 24.26% |
Alexandra Stickelman Root Financial Partners, LLC | 2,020 | $17,904.87 | $20,381.8 | $2,476.93 | 13.83% |