| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Derrick Eldred Rock Partners, LLC | 30,663 | $11.96M | $15M | $3.03M | 25.36% |
Ian Wang Plato Investment Management Ltd | 19,147 | $8.37M | $9.38M | $1M | 12% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,556 | $1.28M | $1.25M | -$30,366.27 | -2.37% |
Chad Tobin Slagle Financial, LLC | 544 | $205,778.11 | $266,086.72 | $60,308.61 | 29.31% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 3,476 | $1.3M | $1.7M | $402,107.06 | 30.98% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 4,584 | $1.98M | $2.24M | $261,086.25 | 13.18% |
John Shanley Aspect Partners, LLC | 1,116 | $421,425.14 | $548,435.88 | $127,010.74 | 30.14% |
James Aldige Clio Asset Management LLC | 21,961 | $7.73M | $10.74M | $3.01M | 38.87% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,675 | $630,343.93 | $820,163.75 | $189,819.82 | 30.11% |
| MRC Martin R. Curiel MYECFO, LLC | 1,095 | $338,102.96 | $535,361.92 | $197,258.96 | 58.34% |
Andrew Wiener Samjo Management, LLC | 15,165 | $5.74M | $7.42M | $1.68M | 29.33% |
Kure Advisory LLC Kure Advisory, LLC | 1,720 | $667,851.68 | $840,933.8 | $173,082.12 | 25.92% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,128 | $562,754.37 | $565,923.24 | $3,168.87 | 0.56% |
Alyssa Lorenz Corundum Trust Company, INC | 653 | $229,343.93 | $319,261.49 | $89,917.56 | 39.21% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 25,665 | $12.05M | $12.58M | $528,108.61 | 4.38% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 500 | $251,338.4 | $244,457.5 | -$6,880.9 | -2.74% |
Bradley H. Owens LJI Wealth Management, LLC | 2,118 | $765,114.89 | $1.04M | $275,246.48 | 35.97% |
Carrie Miller Trellis Wealth Advisors LLC | 1,115 | $510,477.84 | $545,140.22 | $34,662.38 | 6.79% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,266 | $573,962.17 | $621,643.98 | $47,681.81 | 8.31% |
Annmarie Young KPP Advisory Services LLC | 6,201 | $3.22M | $3.05M | -$172,366.45 | -5.35% |