| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 2,911 | $171,812.58 | $361,051.33 | $189,238.75 | 110.14% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 3,174 | $300,124.02 | $393,671.22 | $93,547.2 | 31.17% |
Ana-Maria Ignat Covestor Ltd | 237 | $22,161.87 | $29,395.11 | $7,233.24 | 32.64% |
| EM Erin Mccann Simplicity Wealth LLC | 4,042 | $443,532.66 | $501,329.26 | $57,796.6 | 13.03% |
Michael Byun SageView Advisory Group LLC | 50 | $5,768 | $6,201.5 | $433.5 | 7.52% |
| TK Taro Kuriyama Axq Capita LLP | 1,808 | $216,743 | $224,246.24 | $7,503.24 | 3.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,771 | $680,644.21 | $715,777.12 | $35,132.91 | 5.16% |
| JG John Ginter Callan Family Office LLC | 2,423 | $233,961.45 | $300,524.69 | $66,563.24 | 28.45% |
| DP Drew Phillips Fortitude Family Office LLC | 29 | $3,087.42 | $3,689.38 | $601.96 | 19.5% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 422 | $50,005.94 | $53,570.79 | $3,564.85 | 7.13% |
| DS David Smith Linden Thomas Advisory Services LLC | 2,409 | $288,791 | $300,065.04 | $11,274.04 | 3.9% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 3,560 | $203,834 | $453,107.9 | $249,273.9 | 122.29% |
Kevin Kroskey True Wealth Design LLC | 7 | $770 | $871.92 | $101.92 | 13.24% |
| DD Damir Durkovic Entropy Technologies, LP | 3,947 | $473,166 | $497,795.64 | $24,629.64 | 5.21% |
Alexandra Stickelman Root Financial Partners, LLC | 381 | $42,982.66 | $48,051.72 | $5,069.06 | 11.79% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,200 | $484,487.38 | $529,704 | $45,216.62 | 9.33% |
Courtney Holt Compound Planning, Inc. | 4,864 | $320,909.2 | $613,447.68 | $292,538.48 | 91.16% |
Katherine Stoner Empower Advisory Group, LLC | 253,689 | $11.34M | $32M | $20.66M | 182.15% |
| AA Andrew Alkon EntryPoint Capital, LLC | 4,360 | $478,074 | $549,294.6 | $71,220.6 | 14.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,222 | $251,329.2 | $275,594.66 | $24,265.46 | 9.65% |