| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 11,732 | $195,196.5 | $355,538.26 | $160,341.76 | 82.14% |
Ana-Maria Ignat Covestor Ltd | 31 | $1,025.17 | $928.45 | -$96.72 | -9.43% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 17,252 | $278,447.28 | $518,336.34 | $239,889.06 | 86.15% |
W. Travis McKinney HB Wealth Management LLC | 9,299 | $248,525.9 | $278,505.05 | $29,979.15 | 12.06% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,973 | $426,316.12 | $450,238.11 | $23,921.99 | 5.61% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 67,306 | $1.19M | $2.04M | $843,915.79 | 70.63% |
Mariana Coli Dunhill Financial LLC | 5 | $119.17 | $149.75 | $30.58 | 25.66% |
Lukas Lindgren Abound Wealth Management | 9 | $146 | $270.27 | $124.27 | 85.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 545 | $17,027.73 | $16,322.75 | -$704.98 | -4.14% |
Ashley Buboltz Moran Wealth Management LLC | 7,934 | $259,918 | $240,638.22 | -$19,279.78 | -7.42% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 46,195 | $1.51M | $1.4M | -$114,332.43 | -7.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,526 | $55,043.9 | $74,946.42 | $19,902.52 | 36.16% |
Mathieu Cornu Pictet Asset Management Holding SA | 24,265 | $480,688.84 | $726,736.75 | $246,047.91 | 51.19% |
James Rankin Modern Wealth Management, LLC | 7,895 | $258,631 | $238,034.25 | -$20,596.75 | -7.96% |
Darin Sadow Freestone Grove Partners LP | 11,982 | $392,530 | $360,298.74 | -$32,231.26 | -8.21% |
Curtis Burkholder Bare Financial Services, Inc | 601 | $14,682.75 | $17,999.95 | $3,317.2 | 22.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,337 | $24,161.37 | $39,668.79 | $15,507.42 | 64.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 109 | $2,899.02 | $3,264.55 | $365.53 | 12.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,031 | $186,315.85 | $210,578.45 | $24,262.6 | 13.02% |
Ashley Meredith Abel Hall, LLC | 10,613 | $257,995.58 | $319,079.84 | $61,084.26 | 23.68% |