| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,996 | $259,215.95 | $661,770.16 | $402,554.21 | 155.3% |
Ana-Maria Ignat Covestor Ltd | 2,094 | $144,553.17 | $268,115.76 | $123,562.59 | 85.48% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,335 | $246,918.24 | $426,413.1 | $179,494.86 | 72.69% |
| MC mike Chen Byrne Asset Management LLC | 140 | $7,429.8 | $17,900.4 | $10,470.6 | 140.93% |
| WJ William Jollie Quent Capital LLC | 297 | $23,980.56 | $37,968.48 | $13,987.92 | 58.33% |
| EW Ed West Values First Advisors Inc. | 7,500 | $455,972.76 | $958,950 | $502,977.24 | 110.31% |
Michael Byun SageView Advisory Group LLC | 598 | $44,002 | $76,448.32 | $32,446.32 | 73.74% |
Anita Woodhouse V-Square Quantitative Management LLC | 513 | $40,489.71 | $67,272.25 | $26,782.54 | 66.15% |
Mariana Coli Dunhill Financial LLC | 8 | $684.54 | $1,045.12 | $360.58 | 52.67% |
| DP Drew Phillips Fortitude Family Office LLC | 34 | $1,666 | $4,423.06 | $2,757.06 | 165.49% |
Bert D. Barre Colonial Trust Co. / SC | 52 | $3,009.75 | $6,764.68 | $3,754.93 | 124.76% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7,166 | $663,547.64 | $928,211.98 | $264,664.34 | 39.89% |
Kurt Ahrens Mendota Financial Group LLC | 1,500 | $229,440 | $194,295 | -$35,145 | -15.32% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 20,618 | $1.52M | $2.66M | $1.14M | 75.31% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 27 | $1,751.76 | $3,463.69 | $1,711.93 | 97.73% |
Leigha Shepard Midwest Financial Group LLC | 7,725 | $540,360.27 | $991,001.62 | $450,641.35 | 83.4% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 8,109 | $752,191 | $1.04M | $285,963.72 | 38.02% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 45 | $6,884 | $5,723.55 | -$1,160.45 | -16.86% |
Alexandra Stickelman Root Financial Partners, LLC | 37 | $3,159.41 | $4,706.03 | $1,546.62 | 48.95% |
Courtney Holt Compound Planning, Inc. | 2,975 | $275,961 | $378,390.25 | $102,429.25 | 37.12% |