| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 1,077 | $297,705.81 | $425,544.24 | $127,838.43 | 42.94% |
Michael Byun SageView Advisory Group LLC | 314 | $90,723 | $124,067.68 | $33,344.68 | 36.75% |
| PP Penny Paul Andina Capital Management LLC | 738 | $231,658.1 | $290,432.53 | $58,774.43 | 25.37% |
Kristen Williams Athena Investment Management | 2,344 | $405,770.19 | $922,457.78 | $516,687.59 | 127.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,321 | $400,655.2 | $523,036.74 | $122,381.54 | 30.55% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 894 | $256,684.14 | $353,876.49 | $97,192.35 | 37.86% |
CJ Harrison DecisionPoint Financial LLC | 1 | $322 | $396.68 | $74.68 | 23.19% |
| JG John Ginter Callan Family Office LLC | 1,885 | $571,852.91 | $748,081.1 | $176,228.19 | 30.82% |
Albert Moore First National Advisers LLC | 8,163 | $2.3M | $3.24M | $936,532.05 | 40.67% |
Anita Woodhouse V-Square Quantitative Management LLC | 452 | $132,465.96 | $179,380.72 | $46,914.76 | 35.42% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 15,745 | $5.24M | $6.23M | $998,734.43 | 19.08% |
Mariana Coli Dunhill Financial LLC | 10 | $3,049.17 | $3,959.4 | $910.23 | 29.85% |
Lukas Lindgren Abound Wealth Management | 249 | $66,961.53 | $97,273.09 | $30,311.56 | 45.27% |
| DP Drew Phillips Fortitude Family Office LLC | 47 | $14,425.39 | $18,635.97 | $4,210.58 | 29.19% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,277 | $344,067.92 | $505,615.38 | $161,547.46 | 46.95% |
Jeffrey D. Munjack JDM Financial Group LLC | 6 | $1,823.52 | $2,379.06 | $555.54 | 30.47% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 333 | $101,205 | $132,450.75 | $31,245.75 | 30.87% |
| DS David Smith Linden Thomas Advisory Services LLC | 774 | $220,519.9 | $303,338.34 | $82,818.44 | 37.56% |
Kevin Kroskey True Wealth Design LLC | 13 | $3,809.42 | $5,094.83 | $1,285.41 | 33.74% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 966 | $293,587 | $383,675.88 | $90,088.88 | 30.69% |