| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Missy Straw Nilsine Partners LLC | 22,395 | $198,701.28 | $304,236.07 | $105,534.79 | 53.11% |
Dalila Toledo Ascent Group LLC | 70,905 | $552,141.27 | $961,826.32 | $409,685.05 | 74.2% |
Michael Byun SageView Advisory Group LLC | 1,906 | $22,358 | $25,854.89 | $3,496.89 | 15.64% |
| TK Taro Kuriyama Axq Capita LLP | 38,830 | $438,002 | $526,534.8 | $88,532.8 | 20.21% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 10,463 | $144,389.4 | $141,878.28 | -$2,511.12 | -1.74% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 19,870 | $123,473.7 | $273,311.85 | $149,838.15 | 121.35% |
| EL Edward Lowndes Angeles Wealth Management LLC | 21,653 | $244,245.84 | $294,156 | $49,910.16 | 20.43% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 193,060 | $1.85M | $2.64M | $783,430.49 | 42.31% |
| JG John Ginter Callan Family Office LLC | 579,607 | $5.65M | $7.89M | $2.24M | 39.58% |
Mariana Coli Dunhill Financial LLC | 299 | $3,507 | $4,081.35 | $574.35 | 16.38% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 178 | $2,088 | $2,421.69 | $333.69 | 15.98% |
| DP Drew Phillips Fortitude Family Office LLC | 318 | $1,317 | $4,335.93 | $3,018.93 | 229.23% |
Alex Nunnamaker Schechter Investment Advisors LLC | 52,280 | $197,563.58 | $713,622 | $516,058.42 | 261.21% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 20,601 | $241,649.73 | $281,203.65 | $39,553.92 | 16.37% |
| RSL Richard S. Levenson Western Financial Corp./CA | 11,956 | $134,864 | $163,199.4 | $28,335.4 | 21.01% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 24,210 | $171,410.42 | $334,582.2 | $163,171.78 | 95.19% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,474 | $16,626.72 | $20,097.99 | $3,471.27 | 20.88% |
| QS Quentin Stoker Gallacher Capital Management LLC | 46,450 | $164,521.3 | $629,397.5 | $464,876.2 | 282.56% |
| PDH Patrick D. Hayes Canopy Partners LLC | 11,004 | $128,922.76 | $150,039.54 | $21,116.78 | 16.38% |
Adriana Rojas Garzon Bain Capital Public Equity LP | 88,308 | $996,114 | $1.2M | $207,965.58 | 20.88% |