| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Schoeffel LGT Fund Management Co. Ltd. | 13,553 | $4.15M | $4.6M | $446,587.45 | 10.76% |
Russell Mohberg Regatta Capital Group LLC | 1,472 | $274,340.46 | $475,647.36 | $201,306.9 | 73.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 179 | $54,002.79 | $60,863.58 | $6,860.79 | 12.7% |
William Jollie Quent Capital LLC | 2,336 | $485,702.94 | $792,464.62 | $306,761.68 | 63.16% |
Missy Straw Nilsine Partners LLC | 9,186 | $3.45M | $3.12M | -$324,266.38 | -9.41% |
Dalila Toledo Ascent Group LLC | 1,986 | $591,390.09 | $675,279.7 | $83,889.61 | 14.19% |
| EM Erin Mccann Simplicity Wealth LLC | 1,491 | $504,290.58 | $502,571.38 | -$1,719.2 | -0.34% |
| YH Yanjuan Huang Vienna Asset Management LLC | 10,317 | $2.96M | $3.35M | $395,582.35 | 13.38% |
Ed West Values First Advisors Inc. | 6 | $1,667.22 | $2,040.12 | $372.9 | 22.37% |
Michael Byun SageView Advisory Group LLC | 630 | $236,452 | $213,677.11 | -$22,774.89 | -9.63% |
Nicole Goff Retirement Solution LLC | 3,595 | $1.35M | $1.19M | -$156,058.99 | -11.57% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 8,317 | $2.27M | $2.83M | $557,403.66 | 24.55% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,061 | $554,843.85 | $700,781.2 | $145,937.35 | 26.3% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $25,594.46 | $34,002 | $8,407.54 | 32.85% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 619 | $232,323.09 | $210,472.37 | -$21,850.72 | -9.41% |
Daniel Lavoie Walter Public Investments Inc. | 16,839 | $5.05M | $5.68M | $625,216.75 | 12.38% |
Mark Astrinos Libra Wealth LLC | 1,683 | $527,201.76 | $567,288.82 | $40,087.06 | 7.6% |
Daniel Ronan Catalyst Financial Partners LLC | 1,646 | $440,911.3 | $559,672.9 | $118,761.6 | 26.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,013 | $3.91M | $4.76M | $852,204.65 | 21.78% |
Matthew Heller Willner & Heller LLC | 647 | $242,832.05 | $219,992.93 | -$22,839.12 | -9.41% |