| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 117,448 | $5.14M | $4.7M | -$439,093.64 | -8.55% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 9,275 | $227,144.76 | $371,092.73 | $143,947.97 | 63.37% |
Julie Beswick Advantage Trust Co | 1,800 | $47,282.13 | $72,018 | $24,735.87 | 52.32% |
Rob Dainard Hara Capital LLC | 2,463 | $47,166.43 | $109,751.28 | $62,584.85 | 132.69% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 850 | $17,706 | $34,008.5 | $16,302.5 | 92.07% |
Anne Wright Lummis Asset Management, LP | 150 | $6,870 | $6,001.5 | -$868.5 | -12.64% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,554 | $201,169.05 | $291,849.62 | $90,680.57 | 45.08% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 20,665 | $507,333.03 | $826,806.61 | $319,473.58 | 62.97% |
Mark Weiskind Fairway Wealth LLC | 9,600 | $228,096 | $384,095.98 | $155,999.98 | 68.39% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 56,255 | $2.81M | $2.53M | -$274,757.29 | -9.79% |
Kevyn Hill Hilltop National Bank | 481 | $22,953 | $19,244.81 | -$3,708.19 | -16.16% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 69,398 | $2.86M | $2.78M | -$82,352.35 | -2.88% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 312,254 | $8.14M | $13.9M | $5.77M | 70.91% |
Adam Stalnaker Rockport Wealth LLC | 22,650 | $552,058.25 | $906,226.46 | $354,168.21 | 64.15% |
DAVID REICHERT Atlatl Advisers LLC | 61,915 | $1.47M | $2.48M | $1M | 67.95% |
David Millar Gen-Wealth Partners Inc | 100 | $2,034 | $4,358 | $2,324 | 114.26% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 7,349 | $208,785 | $294,033.48 | $85,248.48 | 40.83% |
Kelly Dixon Cannon Financial Strategists, Inc. | 14,282 | $417,974.96 | $622,409.56 | $204,434.6 | 48.91% |
Carmen McClennon WR Wealth Planners, LLC | 8,553 | $173,968 | $342,205.52 | $168,237.52 | 96.71% |
Holly Breeden Fort Vancouver Investment Management, LLC | 5 | $239 | $200.05 | -$38.95 | -16.3% |