| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 353 | $52,250.74 | $60,980.75 | $8,730.01 | 16.71% |
W. Travis McKinney HB Wealth Management LLC | 20,878 | $2.69M | $3.67M | $971,239.54 | 36.05% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,820 | $385,745.4 | $490,003.2 | $104,257.8 | 27.03% |
William Jollie Quent Capital LLC | 1,746 | $225,329.1 | $306,510.3 | $81,181.2 | 36.03% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,340 | $308,014.2 | $410,787 | $102,772.8 | 33.37% |
Stephen Dunnaway Brown Shipley& Co Ltd | 6,868 | $905,927.74 | $1.21M | $303,389.7 | 33.49% |
Missy Straw Nilsine Partners LLC | 9,650 | $1.34M | $1.68M | $339,584.13 | 25.4% |
Dalila Toledo Ascent Group LLC | 2,183 | $282,816.08 | $376,987.73 | $94,171.65 | 33.3% |
| EM Erin Mccann Simplicity Wealth LLC | 2,504 | $323,166.17 | $441,154.72 | $117,988.55 | 36.51% |
Kristen Williams Athena Investment Management | 2,782 | $366,244.87 | $490,410.96 | $124,166.09 | 33.9% |
Patricia A. Thompson Leeward Investments LLC - MA | 97,576 | $13.03M | $17.11M | $4.08M | 31.32% |
David K. Balsdon Harvest Portfolios Group Inc. | 532,149 | $68.78M | $92.34M | $23.56M | 34.26% |
Daniel Ronan Catalyst Financial Partners LLC | 1,616 | $214,653 | $280,472.96 | $65,819.96 | 30.66% |
Kevin Zemann WealthPlan Investment Management LLC | 1,423 | $245,197.13 | $247,602 | $2,404.87 | 0.98% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 12 | $2,068 | $2,115.72 | $47.72 | 2.31% |
| MK Malinda Khauv Cercano Management LLC | 1,666 | $221,295 | $293,682.48 | $72,387.48 | 32.71% |
CJ Harrison DecisionPoint Financial LLC | 8 | $1,003.5 | $1,404.4 | $400.9 | 39.95% |
| JG John Ginter Callan Family Office LLC | 16,725 | $2.15M | $2.94M | $794,187.82 | 37% |
Mark Mowrey Signature Resources Capital Management LLC | 90 | $10,788.53 | $15,567.3 | $4,778.77 | 44.29% |
Anita Woodhouse V-Square Quantitative Management LLC | 7,590 | $1.02M | $1.33M | $308,161.56 | 30.09% |