| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexander Eichhorn Tanager Wealth Management LLP | 405,842 | $25.83M | $36.77M | $10.93M | 42.32% |
Marc Dacanay Geometric Wealth Advisors | 3,659 | $256,898.39 | $337,579.34 | $80,680.95 | 31.41% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,535 | $224,448.9 | $234,157.95 | $9,709.05 | 4.33% |
Kathleen Halliwell DMKC Advisory Services LLC | 82,378 | $6.77M | $7.46M | $688,271.56 | 10.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 199 | $15,422.5 | $18,027.41 | $2,604.91 | 16.89% |
Dominic Corabi Wedmont Private Capital | 43,041 | $2.83M | $3.9M | $1.07M | 38.02% |
| AS Audrey Soza Custos Family Office LLC | 18,428 | $1.15M | $1.69M | $542,066.73 | 47.34% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,122 | $603,712.19 | $826,361.98 | $222,649.79 | 36.88% |
Matt Shibata Morling Financial Advisors LLC | 30 | $2,656.2 | $2,755.5 | $99.3 | 3.74% |
Barry Oliver Capital Performance Advisors LLP | 4,160 | $344,754.02 | $384,259.2 | $39,505.18 | 11.46% |
William T. Hedges Hedges Asset Management LLC | 21,000 | $1.4M | $1.9M | $504,750 | 36.11% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 50 | $3,338.5 | $4,529.5 | $1,191 | 35.67% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 30 | $2,325 | $2,717.7 | $392.7 | 16.89% |
M. Katherine Pieper Unionview LLC | 6,040 | $346,453.28 | $547,163.6 | $200,710.32 | 57.93% |
Katherine Saltonstall Sandy Cove Advisors LLC | 14,533 | $893,428.85 | $1.32M | $423,115.62 | 47.36% |
Lindsey Seagraves Carson Advisory Inc. | 5,327 | $311,288.37 | $491,469.02 | $180,180.65 | 57.88% |
Tyler Glazier New Millennium Group LLC | 29,659 | $2.37M | $2.69M | $320,020.61 | 13.52% |
Ana-Maria Ignat Covestor Ltd | 282 | $20,436.33 | $26,113.2 | $5,676.87 | 27.78% |
John Gorlow Cardiff Park Advisors LLC | 62,424 | $3.74M | $5.77M | $2.03M | 54.21% |
Stefan Demuth Ameliora Wealth Management Ltd. | 106,153 | $8.05M | $9.62M | $1.57M | 19.46% |