| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Hogan Promethos Capital LLC | 200,806 | $7.19M | $14.18M | $6.99M | 97.2% |
W. Travis McKinney HB Wealth Management LLC | 10,672 | $485,484.98 | $761,233.76 | $275,748.78 | 56.8% |
| LF Lukas Feh LGT Group Foundation | 7,730 | $486,062.4 | $546,279.1 | $60,216.7 | 12.39% |
William Jollie Quent Capital LLC | 7 | $440.16 | $499.31 | $59.15 | 13.44% |
Dalila Toledo Ascent Group LLC | 3,662 | $230,266.56 | $257,493.53 | $27,226.97 | 11.82% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 87,921 | $4.45M | $6.21M | $1.76M | 39.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,608 | $1.25M | $1.88M | $625,602.8 | 49.91% |
| JG John Ginter Callan Family Office LLC | 22,605 | $1.19M | $1.61M | $414,815.21 | 34.83% |
Anita Woodhouse V-Square Quantitative Management LLC | 360 | $22,098 | $25,678.8 | $3,580.8 | 16.2% |
Lukas Lindgren Abound Wealth Management | 16 | $655.22 | $1,139.36 | $484.14 | 73.89% |
Alex Nunnamaker Schechter Investment Advisors LLC | 22,065 | $643,714.49 | $1.55M | $909,440.86 | 141.28% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,833 | $223,591.69 | $340,098.21 | $116,506.52 | 52.11% |
Patrick D. Hayes Canopy Partners LLC | 5,483 | $259,262.26 | $386,825.65 | $127,563.39 | 49.2% |
Paul B. Ordonio Park Place Capital Corp. | 264 | $13,286.82 | $18,733.44 | $5,446.62 | 40.99% |
Kevin Kroskey True Wealth Design LLC | 293 | $18,659.49 | $20,899.69 | $2,240.2 | 12.01% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 368 | $23,276 | $26,223.68 | $2,947.68 | 12.66% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,755 | $476,789.91 | $618,628.3 | $141,838.39 | 29.75% |
Courtney Holt Compound Planning, Inc. | 17,756 | $737,052.25 | $1.26M | $523,002.29 | 70.96% |
Ian Wang Plato Investment Management Ltd | 7,028 | $441,928 | $494,208.96 | $52,280.96 | 11.83% |
Peter Sigismondi Ramirez Asset Management, Inc. | 277,732 | $10.24M | $19.58M | $9.35M | 91.33% |