| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 14,204 | $250,723.27 | $285,642.44 | $34,919.17 | 13.93% |
Ana-Maria Ignat Covestor Ltd | 467 | $8,704.88 | $9,391.37 | $686.49 | 7.89% |
Courtney Lawson Autumn Glory Partners LLC | 24,900 | $452,603 | $500,739 | $48,136 | 10.64% |
| WJ William Jollie Quent Capital LLC | 227 | $4,231.28 | $4,564.97 | $333.69 | 7.89% |
Michael Byun SageView Advisory Group LLC | 2,464 | $46,658 | $49,551.04 | $2,893.04 | 6.2% |
| JG John Ginter Callan Family Office LLC | 15,924 | $301,743.17 | $320,231.64 | $18,488.47 | 6.13% |
Mark Mowrey Signature Resources Capital Management LLC | 12 | $227 | $241.32 | $14.32 | 6.31% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 110,517 | $1.74M | $2.22M | $486,662.63 | 28.04% |
Mariana Coli Dunhill Financial LLC | 12 | $236 | $241.32 | $5.32 | 2.25% |
Daniel Guy Ethos Financial Group LLC | 61,871 | $1.08M | $1.24M | $162,529.07 | 15.03% |
| YG Youse Guia DoubleLine ETF Adviser LP | 12,938 | $240,902.68 | $260,183.18 | $19,280.5 | 8% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8,278 | $159,186 | $166,470.58 | $7,284.58 | 4.58% |
Kevin Kroskey True Wealth Design LLC | 239 | $4,645.38 | $4,806.29 | $160.91 | 3.46% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 39,703 | $763,489 | $798,427.33 | $34,938.33 | 4.58% |
| DD Damir Durkovic Entropy Technologies, LP | 124,068 | $2.35M | $2.5M | $149,497.66 | 6.37% |
Alexandra Stickelman Root Financial Partners, LLC | 573 | $11,019 | $11,523.03 | $504.03 | 4.57% |
Nemes Rush Group LLC Nemes Rush Group LLC | 38 | $720 | $764.18 | $44.18 | 6.14% |
Tony Macafee UniSuper Management Pty Ltd | 51,824 | $647,302.16 | $1.04M | $394,878.48 | 61% |
| AA Andrew Alkon EntryPoint Capital, LLC | 10,611 | $197,789 | $213,387.21 | $15,598.21 | 7.89% |
Denise Reinert CGC Financial Services, LLC | 1,000 | $11,770 | $20,110 | $8,340 | 70.86% |