| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DP Drew Phillips Fortitude Family Office LLC | 49 | $13,330.2 | $17,553.76 | $4,223.56 | 31.68% |
Bert D. Barre Colonial Trust Co. / SC | 115 | $32,274.93 | $41,197.6 | $8,922.67 | 27.65% |
| YG Youse Guia DoubleLine ETF Adviser LP | 886 | $222,067 | $317,400.63 | $95,333.63 | 42.93% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1 | $251 | $363.03 | $112.03 | 44.63% |
| DS David Smith Linden Thomas Advisory Services LLC | 1,326 | $370,304.94 | $476,034 | $105,729.06 | 28.55% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 161 | $48,302.47 | $58,422.87 | $10,120.4 | 20.95% |
Kevin Kroskey True Wealth Design LLC | 97 | $25,446.19 | $34,823 | $9,376.81 | 36.85% |
Beth Zilka Baron Wealth Management LLC | 1,174 | $294,942.89 | $425,833.28 | $130,890.39 | 44.38% |
| IM Ilko Menkov Vestal Point Capita LLP | 75,000 | $18.8M | $27.2M | $8.41M | 44.72% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 133 | $46,992.59 | $48,255.06 | $1,262.47 | 2.69% |
Alexandra Stickelman Root Financial Partners, LLC | 112 | $29,799.91 | $40,635.84 | $10,835.93 | 36.36% |
Staci Compagno Portside Wealth Group, LLC | 1,640 | $594,371.76 | $590,974 | -$3,397.76 | -0.57% |
Courtney Holt Compound Planning, Inc. | 1,224 | $320,686.6 | $444,091.68 | $123,405.08 | 38.48% |
Ian Wang Plato Investment Management Ltd | 2,535 | $659,938 | $919,748.7 | $259,810.7 | 39.37% |
John Shanley Aspect Partners, LLC | 2 | $550 | $718 | $168 | 30.55% |
Tony Macafee UniSuper Management Pty Ltd | 9,400 | $2.98M | $3.41M | $424,076.93 | 14.22% |
Norden Group LLC NORDEN GROUP LLC | 4,168 | $1.24M | $1.51M | $273,841.15 | 22.15% |
Robert Green LECAP ASSET MANAGEMENT LTD | 3,121 | $837,470.76 | $1.13M | $293,454.8 | 35.04% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 1,005 | $241,303.29 | $360,795 | $119,491.71 | 49.52% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,631 | $408,794 | $591,506.61 | $182,712.61 | 44.7% |