| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 731 | $261,639.52 | $287,195.28 | $25,555.76 | 9.77% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 992 | $256,129.96 | $389,736.96 | $133,607 | 52.16% |
Ana-Maria Ignat Covestor Ltd | 64 | $13,433.66 | $25,144.32 | $11,710.66 | 87.17% |
Kathryn Brown Morton Brown Family Wealth LLC | 80 | $20,216.8 | $31,430.4 | $11,213.6 | 55.47% |
David Jarvis Corton Capital Inc. | 879 | $222,132.09 | $345,341.52 | $123,209.43 | 55.47% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,105 | $552,161.19 | $827,012.4 | $274,851.21 | 49.78% |
| WJ William Jollie Quent Capital LLC | 315 | $79,863.68 | $123,757.2 | $43,893.52 | 54.96% |
Michael Byun SageView Advisory Group LLC | 29 | $8,768 | $11,393.52 | $2,625.52 | 29.94% |
Dan Mohr Retireful LLC | 3,347 | $1.2M | $1.31M | $117,011.12 | 9.77% |
| SM Sean Murray Quantum Financial Advisors LLC | 584 | $209,025.28 | $229,441.92 | $20,416.64 | 9.77% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 16 | $4,043.36 | $6,286.08 | $2,242.72 | 55.47% |
| JG John Ginter Callan Family Office LLC | 1,157 | $293,090.19 | $454,562.16 | $161,471.97 | 55.09% |
Anita Woodhouse V-Square Quantitative Management LLC | 57 | $17,232.17 | $22,394.16 | $5,161.99 | 29.96% |
Mariana Coli Dunhill Financial LLC | 8 | $2,838.07 | $3,143.04 | $304.97 | 10.75% |
Lukas Lindgren Abound Wealth Management | 1 | $294 | $392.88 | $98.88 | 33.63% |
| DP Drew Phillips Fortitude Family Office LLC | 106 | $21,408.03 | $41,645.28 | $20,237.25 | 94.53% |
| VL Victoria Latham Fiduciary Alliance LLC | 3,449 | $618,177.07 | $1.36M | $736,866.05 | 119.2% |
Loni Adams Daymark Wealth Partners LLC | 738 | $264,145 | $289,945.44 | $25,800.44 | 9.77% |
| TA Thomas Anderman Whitford Management LLC | 8,910 | $2.69M | $3.5M | $806,989.4 | 29.96% |
| EB Erik Brenner Hilltop Partners LLC | 700 | $211,624 | $275,016 | $63,392 | 29.96% |