| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 770 | $790,880.51 | $839,600.31 | $48,719.8 | 6.16% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 993 | $969,358.4 | $1.08M | $113,398.88 | 11.7% |
Carmen McClennon WR Wealth Planners, LLC | 16 | $15,192 | $17,446.24 | $2,254.24 | 14.84% |
Nathan Edwards IMG Wealth Management, Inc. | 10 | $10,268.27 | $11,364 | $1,095.73 | 10.67% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 446 | $457,279.58 | $486,313.94 | $29,034.36 | 6.35% |
David A Rozenson Fairscale Capital, LLC | 37 | $35,132 | $42,046.8 | $6,914.8 | 19.68% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 210 | $201,928 | $237,594 | $35,666 | 17.66% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 910 | $926,128.19 | $1.08M | $150,256.21 | 16.22% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 525 | $537,912.55 | $593,843.25 | $55,930.7 | 10.4% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 517 | $529,981.78 | $584,794.21 | $54,812.43 | 10.34% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,056 | $1.04M | $1.25M | $207,443.86 | 19.92% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 2,498 | $2.62M | $2.72M | $102,767.29 | 3.92% |
Jesper Bonnivier Avanza Fonder AB | 13,330 | $13.64M | $14.53M | $892,793.31 | 6.54% |
| EM Eric Myers Carrera Capital Advisors | 219 | $252,410.55 | $238,795.41 | -$13,615.14 | -5.39% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 147 | $153,902.48 | $160,287.33 | $6,384.85 | 4.15% |
Tuomas Suomela S-Bank Fund Management Ltd | 365 | $345,465.14 | $397,992.35 | $52,527.21 | 15.2% |
Taryn Anderson YANKCOM Partnership | 87 | $89,553.55 | $94,863.93 | $5,310.38 | 5.93% |
David Levy Diversified Enterprises LLC | 367 | $372,466.17 | $400,173.13 | $27,706.96 | 7.44% |
Matthew Riley Hickory Point Bank & Trust | 532 | $544,179.19 | $580,087.49 | $35,908.3 | 6.6% |
Code Waechter LLC Code Waechter LLC | 225 | $230,284.19 | $245,337.75 | $15,053.56 | 6.54% |