| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 5,459 | $240,196.15 | $409,534.18 | $169,338.03 | 70.5% |
Conor Sheridan Sheridan Capital Management LLC | 11,573 | $842,167.07 | $868,206.46 | $26,039.39 | 3.09% |
| TG Timothy Gerlach Novem Group | 17,655 | $909,834.34 | $1.32M | $414,643.76 | 45.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 199,582 | $9.16M | $15.02M | $5.86M | 63.93% |
| TT Tu Tran Crosspoint Financial LLC | 2,646 | $135,002.66 | $198,502.92 | $63,500.26 | 47.04% |
Jeffrey Gilbert Balboa Wealth Partners | 3,648 | $296,213.01 | $273,563.52 | -$22,649.49 | -7.65% |
| EL Edward Lowndes Angeles Wealth Management LLC | 13,334 | $675,523.97 | $999,916.66 | $324,392.69 | 48.02% |
Angela Cox W Advisors LLC | 6,572 | $442,241.75 | $492,834.28 | $50,592.53 | 11.44% |
Kevin Zemann WealthPlan Investment Management LLC | 4,682 | $292,795.12 | $351,103.18 | $58,308.06 | 19.91% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 8,638 | $425,358.65 | $647,763.62 | $222,404.97 | 52.29% |
| DWC David W. Chenet Presidio Capital Management LLC | 7,467 | $475,388.34 | $563,198.47 | $87,810.13 | 18.47% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,553 | $207,234.16 | $191,449.47 | -$15,784.69 | -7.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,105 | $38,222.03 | $82,731.35 | $44,509.32 | 116.45% |
Brad Saenz Coastwise Capital Group LLC | 3,700 | $300,329 | $282,236 | -$18,093 | -6.02% |
| MK Malinda Khauv Cercano Management LLC | 254,300 | $20.64M | $19.07M | -$1.57M | -7.61% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 707 | $57,387.19 | $53,325.47 | -$4,061.72 | -7.08% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,793 | $1.25M | $2.02M | $763,270.5 | 60.92% |
| JG John Ginter Callan Family Office LLC | 107,808 | $4.96M | $8.11M | $3.14M | 63.35% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 123,538 | $4.86M | $9.26M | $4.41M | 90.76% |
| RD Rodrigo Diaz Plan Group Financial LLC | 69,136 | $3.61M | $5.2M | $1.59M | 43.99% |