| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 30,336 | $540,985.02 | $646,763.52 | $105,778.5 | 19.55% |
Ana-Maria Ignat Covestor Ltd | 475 | $7,285.43 | $10,127 | $2,841.57 | 39% |
| WTM W. Travis McKinney HB Wealth Management LLC | 20,345 | $357,094.31 | $433,755.4 | $76,661.09 | 21.47% |
| WJ William Jollie Quent Capital LLC | 2,185 | $39,395.55 | $46,584.2 | $7,188.65 | 18.25% |
Michael Byun SageView Advisory Group LLC | 1,875 | $31,782 | $39,975 | $8,193 | 25.78% |
Brian Clay Clay Northam Wealth Management LLC | 15,717 | $327,699.45 | $335,086.44 | $7,386.99 | 2.25% |
| TK Taro Kuriyama Axq Capita LLP | 44,955 | $762,869.14 | $958,440.6 | $195,571.46 | 25.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 19,443 | $374,601.15 | $414,524.76 | $39,923.61 | 10.66% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 154,226 | $2.3M | $3.29M | $989,492.13 | 43.05% |
Mariana Coli Dunhill Financial LLC | 67 | $1,149.3 | $1,428.44 | $279.14 | 24.29% |
| DP Drew Phillips Fortitude Family Office LLC | 214 | $3,858 | $4,562.48 | $704.48 | 18.26% |
| YG Youse Guia DoubleLine ETF Adviser LP | 18,085 | $326,697.48 | $385,572.2 | $58,874.72 | 18.02% |
| DS David Smith Linden Thomas Advisory Services LLC | 31,566 | $521,617.01 | $672,987.12 | $151,370.11 | 29.02% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,445 | $41,541 | $52,127.4 | $10,586.4 | 25.48% |
Kevin Kroskey True Wealth Design LLC | 888 | $16,490.05 | $18,932.16 | $2,442.11 | 14.81% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 29,731 | $505,129.69 | $633,864.92 | $128,735.23 | 25.49% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 145 | $2,464 | $3,091.4 | $627.4 | 25.46% |
| PIL PFG Investments LLC PFG Investments LLC | 10,588 | $150,386.12 | $225,736.16 | $75,350.04 | 50.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 213 | $4,297 | $4,541.16 | $244.16 | 5.68% |
Alexandra Stickelman Root Financial Partners, LLC | 637 | $10,823 | $13,580.84 | $2,757.84 | 25.48% |