| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 22,426 | $4.01M | $7.49M | $3.47M | 86.51% |
Barry Oliver Capital Performance Advisors LLP | 1,452 | $454,935.52 | $484,818.59 | $29,883.07 | 6.57% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 3 | $885.3 | $1,002.81 | $117.51 | 13.27% |
| HGL Herbst Group LLC Herbst Group LLC | 600 | $201,539.99 | $200,562 | -$977.99 | -0.49% |
Ana-Maria Ignat Covestor Ltd | 46 | $13,236.7 | $14,941.26 | $1,704.56 | 12.88% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 1,235 | $302,290.95 | $411,304.4 | $109,013.45 | 36.06% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 19,564 | $6.02M | $6.52M | $496,670.21 | 8.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,985 | $578,808.83 | $641,561.92 | $62,753.09 | 10.84% |
Jeremy Baltz Raleigh Capital Management Inc. | 6 | $2,518.14 | $1,939.23 | -$578.91 | -22.99% |
| WJ William Jollie Quent Capital LLC | 501 | $155,828.31 | $160,385.13 | $4,556.82 | 2.92% |
Marc H. Stone Tyler-Stone Wealth Management | 3,526 | $1.39M | $1.14M | -$248,715.77 | -17.91% |
Dalila Toledo Ascent Group LLC | 994 | $242,860.07 | $318,209.22 | $75,349.15 | 31.03% |
| EW Ed West Values First Advisors Inc. | 1,097 | $386,583.69 | $354,555.88 | -$32,027.81 | -8.28% |
Michael Byun SageView Advisory Group LLC | 61 | $25,602 | $19,527.93 | -$6,074.07 | -23.72% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 1,045 | $324,347.1 | $333,720.75 | $9,373.65 | 2.89% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,518 | $733,069.44 | $816,064.66 | $82,995.22 | 11.32% |
CJ Harrison DecisionPoint Financial LLC | 2 | $413 | $648.44 | $235.44 | 57.01% |
| JG John Ginter Callan Family Office LLC | 1,359 | $374,532.89 | $440,064.58 | $65,531.69 | 17.5% |
Anita Woodhouse V-Square Quantitative Management LLC | 407 | $170,813.63 | $131,792.7 | -$39,020.93 | -22.84% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 23,660 | $7.69M | $7.73M | $37,232.76 | 0.48% |