| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 117 | $2,743.04 | $3,479.58 | $736.54 | 26.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,647 | $42,550.01 | $48,981.78 | $6,431.77 | 15.12% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 106 | $3,411.08 | $3,044.32 | -$366.76 | -10.75% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 8,719 | $221,113.84 | $259,826.2 | $38,712.36 | 17.51% |
| JM John Malone Amundi | 20,371 | $480,676.17 | $598,296.27 | $117,620.1 | 24.47% |
Joseph Castro Nuveen LLC | 189,904 | $5.16M | $5.65M | $482,783.68 | 9.35% |
Bobby Adusumilli SJS Investment Consulting Inc. | 4 | $82.84 | $118.96 | $36.12 | 43.6% |
Ana-Maria Ignat Covestor Ltd | 42 | $945.72 | $1,206.24 | $260.52 | 27.55% |
| JG John Ginter Callan Family Office LLC | 20,272 | $449,578.92 | $595,388.64 | $145,809.72 | 32.43% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 45 | $1,090.24 | $1,336.95 | $246.71 | 22.63% |
| AA Andrew Alkon EntryPoint Capital, LLC | 26,218 | $717,803.89 | $771,857.92 | $54,054.03 | 7.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,754 | $43,847 | $49,182.16 | $5,335.16 | 12.17% |
Chris Kleine Park Capital Management, LLC / WI | 8,821 | $223,700.56 | $247,340.85 | $23,640.29 | 10.57% |
Curtis Burkholder Bare Financial Services, Inc | 171 | $3,774 | $4,794.84 | $1,020.84 | 27.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 25 | $724 | $709 | -$15 | -2.07% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 103 | $2,142.72 | $2,980.82 | $838.1 | 39.11% |
David P. Cushing nVerses Capital, LLC | 14,768 | $305,845 | $414,094.73 | $108,249.73 | 35.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 25,160 | $638,057.6 | $713,537.6 | $75,480 | 11.83% |
Ashley Meredith Abel Hall, LLC | 7,466 | $189,337.76 | $209,346.65 | $20,008.89 | 10.57% |
| WL Wealthcollab LLC WealthCollab, LLC | 437 | $9,051 | $12,550.64 | $3,499.64 | 38.67% |