| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 1,524 | $290,367.72 | $293,385.22 | $3,017.5 | 1.04% |
Ana-Maria Ignat Covestor Ltd | 104 | $16,833.54 | $20,021.04 | $3,187.5 | 18.94% |
| WTM W. Travis McKinney HB Wealth Management LLC | 5,797 | $971,337.72 | $1.12M | $144,642.69 | 14.89% |
| LF Lukas Feh LGT Group Foundation | 6,339 | $851,247.76 | $1.22M | $369,073.07 | 43.36% |
Matt Monson Sovereign's Capital Management LLC | 1,359 | $205,052.98 | $261,621.08 | $56,568.1 | 27.59% |
| WJ William Jollie Quent Capital LLC | 343 | $62,694.14 | $66,030.93 | $3,336.79 | 5.32% |
Michael Byun SageView Advisory Group LLC | 1,137 | $158,697.84 | $218,883.86 | $60,186.02 | 37.92% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 106,550 | $8.58M | $20.61M | $12.03M | 140.27% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 601 | $51,551.13 | $116,329.56 | $64,778.43 | 125.66% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,496 | $436,791.04 | $1.27M | $835,060.74 | 191.18% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 44 | $7,865.44 | $8,472.64 | $607.2 | 7.72% |
CJ Harrison DecisionPoint Financial LLC | 5 | $793 | $979.3 | $186.3 | 23.49% |
| JG John Ginter Callan Family Office LLC | 2,509 | $413,125.47 | $491,362.56 | $78,237.09 | 18.94% |
Anita Woodhouse V-Square Quantitative Management LLC | 367 | $63,678 | $71,873.28 | $8,195.28 | 12.87% |
| TP Tricia Peterson Mesirow Institutional Investment Management Inc. | 105,358 | $9.83M | $20.64M | $10.81M | 109.95% |
Mariana Coli Dunhill Financial LLC | 64 | $11,664.09 | $12,514.24 | $850.15 | 7.29% |
Lukas Lindgren Abound Wealth Management | 3 | $520.53 | $578.71 | $58.18 | 11.18% |
| DP Drew Phillips Fortitude Family Office LLC | 51 | $9,075.06 | $9,981.21 | $906.15 | 9.99% |
Loni Adams Daymark Wealth Partners LLC | 2,957 | $563,318 | $578,714.47 | $15,396.47 | 2.73% |
| SS Stephen Smith Kestra Investment Management LLC | 10,060 | $1.75M | $1.97M | $223,331.65 | 12.79% |