| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 9,100 | $550,043.75 | $744,380 | $194,336.25 | 35.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 240 | $19,995 | $19,562.4 | -$432.6 | -2.16% |
Alexandra Stickelman Root Financial Partners, LLC | 978 | $56,364.24 | $79,716.78 | $23,352.54 | 41.43% |
Courtney Holt Compound Planning, Inc. | 37,239 | $2.18M | $3.04M | $851,458.39 | 38.99% |
Nemes Rush Group LLC Nemes Rush Group LLC | 58 | $4,107.33 | $4,727.58 | $620.25 | 15.1% |
Thomas Dobbins New Republic Capital, LLC | 4,178 | $252,235.83 | $339,483.39 | $87,247.56 | 34.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 51,327 | $3.02M | $4.14M | $1.12M | 36.93% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 171,764 | $10M | $13.91M | $3.91M | 39.13% |
Jae Cho Marex Group plc | 8,558 | $516,646.67 | $694,824.02 | $178,177.35 | 34.49% |
NICOLE MARTIN Arlington Trust Co LLC | 125 | $9,093 | $10,148.75 | $1,055.75 | 11.61% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,652 | $250,954.76 | $378,440.2 | $127,485.44 | 50.8% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 278 | $20,222 | $22,615.3 | $2,393.3 | 11.84% |
MICHAEL DE LUZ Williams & Novak, LLC | 4,862 | $359,359.62 | $394,745.78 | $35,386.16 | 9.85% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,582 | $224,640.97 | $290,822.58 | $66,181.61 | 29.46% |
Syon Capital LLC SYON CAPITAL LLC | 44,030 | $2.45M | $3.58M | $1.13M | 46.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,120 | $1.91M | $2.61M | $698,924.63 | 36.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,190 | $377,495 | $422,206.5 | $44,711.5 | 11.84% |
Teresa Douberly Burford Brothers, Inc. | 12,628 | $773,584.28 | $1.03M | $251,683.04 | 32.53% |
Benj Foor Frazier Financial Advisors, LLC | 525 | $33,158.62 | $42,708.75 | $9,550.13 | 28.8% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,466 | $458,178.61 | $607,359.1 | $149,180.49 | 32.56% |