| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,180 | $305,853.33 | $408,787.39 | $102,934.06 | 33.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $290.29 | $349.04 | $58.75 | 20.24% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,045 | $395,665.8 | $717,467.8 | $321,802 | 81.33% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,578 | $306,606.56 | $551,921.28 | $245,314.72 | 80.01% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 1,033 | $258,348.16 | $360,878.55 | $102,530.39 | 39.69% |
Ana-Maria Ignat Covestor Ltd | 206 | $41,556.35 | $72,345.14 | $30,788.79 | 74.09% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,181 | $261,711.29 | $414,755.39 | $153,044.1 | 58.48% |
| WJ William Jollie Quent Capital LLC | 3 | $842.33 | $1,064.05 | $221.72 | 26.32% |
Michael Byun SageView Advisory Group LLC | 629 | $131,481.55 | $223,096.86 | $91,615.31 | 69.68% |
| TK Taro Kuriyama Axq Capita LLP | 743 | $215,685 | $263,530.95 | $47,845.95 | 22.18% |
Katie Christensen iSAM Funds UKK) Ltd | 2,064 | $536,332.78 | $732,069.84 | $195,737.06 | 36.5% |
Jeffrey Gilbert Balboa Wealth Partners | 968 | $281,000.72 | $343,252.81 | $62,252.09 | 22.15% |
| JMP James M. Perkins Quantum Private Wealth LLC | 2,269 | $441,466.47 | $786,571.54 | $345,105.07 | 78.17% |
| JG John Ginter Callan Family Office LLC | 25,852 | $6.33M | $9.26M | $2.93M | 46.26% |
| DP Drew Phillips Fortitude Family Office LLC | 24 | $6,494.5 | $8,524.56 | $2,030.06 | 31.26% |
| SS Stephen Smith Kestra Investment Management LLC | 2,027 | $588,428 | $719,970.13 | $131,542.13 | 22.35% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 90 | $25,262.32 | $32,001.3 | $6,738.98 | 26.68% |
| LQ Louise Quant Trium Capital LLP | 406 | $116,487.82 | $141,779.26 | $25,291.44 | 21.71% |
| DS David Smith Linden Thomas Advisory Services LLC | 7,362 | $1.81M | $2.57M | $761,332.75 | 42.07% |
Kevin Kroskey True Wealth Design LLC | 79 | $21,502.23 | $27,587.59 | $6,085.36 | 28.3% |