| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 25,777 | $75,269.25 | $84,033.02 | $8,763.77 | 11.64% |
Ashley Goggins Hidden Cove Wealth Management LLC | 15,165 | $47,618 | $49,968.67 | $2,350.67 | 4.94% |
Moises Valladares Insigneo Advisory Services LLC | 78,329 | $175,462.98 | $255,744.18 | $80,281.2 | 45.75% |
Ashley Buboltz Moran Wealth Management LLC | 2.89M | $7.91M | $9.42M | $1.51M | 19.1% |
Sheila J. Lindsay Bensler LLC | 11,969 | $26,691 | $39,138.63 | $12,447.63 | 46.64% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 44,001 | $98,190.63 | $143,663.26 | $45,472.63 | 46.31% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 10,000 | $28,200 | $33,001 | $4,801 | 17.02% |
Courtney Holt Compound Planning, Inc. | 222,072 | $574,199.86 | $727,285.8 | $153,085.94 | 26.66% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,000 | $2,920 | $3,280 | $360 | 12.33% |
| AA Andrew Alkon EntryPoint Capital, LLC | 16,169 | $39,937.35 | $52,872.63 | $12,935.28 | 32.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,006 | $50,345.32 | $52,019.5 | $1,674.18 | 3.33% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 185,499 | $479,888.34 | $606,581.73 | $126,693.39 | 26.4% |
Chris Kleine Park Capital Management, LLC / WI | 19,653 | $57,386.95 | $64,167.04 | $6,780.09 | 11.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 10,139 | $31,836 | $32,951.75 | $1,115.75 | 3.5% |
Kevin Bresler TD Waterhouse Canada Inc. | 89,250 | $165,112.41 | $290,955 | $125,842.59 | 76.22% |
Teresa Douberly Burford Brothers, Inc. | 249,248 | $601,522.25 | $813,794.72 | $212,272.47 | 35.29% |
James Rankin Modern Wealth Management, LLC | 10,459 | $32,841 | $34,253.22 | $1,412.22 | 4.3% |
Anthony Blagrove Traveka Wealth, LLC | 17,268 | $43,339.21 | $56,466.36 | $13,127.15 | 30.29% |
Kent Keister Bear Mountain Capital, Inc. | 32 | $85.7 | $104.32 | $18.62 | 21.73% |
Wynn Capital LLC Wynn Capital, LLC | 153,605 | $363,279.64 | $500,752.3 | $137,472.66 | 37.84% |