| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TK Taro Kuriyama Axq Capita LLP | 23,726 | $1.02M | $1.36M | $333,984.45 | 32.61% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,967 | $431,667.59 | $631,973.37 | $200,305.78 | 46.4% |
| JG John Ginter Callan Family Office LLC | 11,876 | $458,888.57 | $682,870 | $223,981.43 | 48.81% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,270 | $204,948.77 | $303,025 | $98,076.23 | 47.85% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 118,956 | $4.33M | $6.85M | $2.52M | 58.22% |
| VP Vyoma Patel Strata Wealth Advisors LLC | 12,575 | $392,456.91 | $723,062.5 | $330,605.59 | 84.24% |
| SS Stephen Smith Kestra Investment Management LLC | 12,318 | $475,967.63 | $710,871.78 | $234,904.15 | 49.35% |
Amy Hart Phillips Wealth Planners LLC | 11,092 | $363,125.89 | $640,119.32 | $276,993.43 | 76.28% |
Ashley Buboltz Moran Wealth Management LLC | 175,822 | $6.42M | $10.12M | $3.7M | 57.58% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 3,485 | $108,488.05 | $200,213.25 | $91,725.2 | 84.55% |
Kevin Kroskey True Wealth Design LLC | 1,503 | $50,969.3 | $84,633.93 | $33,664.63 | 66.05% |
Jill Batley Gateway Wealth Partners LLC | 11,774 | $564,801 | $676,416.3 | $111,615.3 | 19.76% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 237 | $7,563.41 | $13,618.02 | $6,054.61 | 80.05% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 12,529 | $440,937.1 | $719,916.34 | $278,979.24 | 63.27% |
| DD Damir Durkovic Entropy Technologies, LP | 18,625 | $719,669.94 | $1.07M | $351,453.81 | 48.84% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 486 | $18,780 | $27,949.86 | $9,169.86 | 48.83% |
Alexandra Stickelman Root Financial Partners, LLC | 251 | $10,837.99 | $14,435.01 | $3,597.02 | 33.19% |
Courtney Holt Compound Planning, Inc. | 11,446 | $388,334.75 | $658,259.46 | $269,924.71 | 69.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 20 | $773 | $1,150.2 | $377.2 | 48.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,262 | $125,731.85 | $189,783.16 | $64,051.31 | 50.94% |