| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 232,108 | $7.17M | $12.38M | $5.21M | 72.58% |
Alex Nunnamaker Schechter Investment Advisors LLC | 22,399 | $499,627.73 | $1.2M | $703,310.56 | 140.77% |
Brian Dechow SWAN Capital LLC | 51 | $1,601.5 | $2,734.11 | $1,132.61 | 70.72% |
Patrick D. Hayes Canopy Partners LLC | 5,881 | $199,071.57 | $312,486.93 | $113,415.36 | 56.97% |
Sheryl Stephens Stephens Consulting LLC | 70 | $2,370 | $3,742.9 | $1,372.9 | 57.93% |
Sue Oleari Trifecta Capital Advisors LLC | 14 | $553 | $748.86 | $195.86 | 35.42% |
Bree Pate Olisti Co. Wealth LLC | 96 | $3,250 | $5,124.48 | $1,874.48 | 57.68% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 59,378 | $2.89M | $3.08M | $191,197.08 | 6.61% |
Moises Valladares Insigneo Advisory Services LLC | 11,034 | $435,855 | $594,125.73 | $158,270.73 | 36.31% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,195 | $244,703 | $331,370.55 | $86,667.55 | 35.42% |
Paul B. Ordonio Park Place Capital Corp. | 716 | $19,875.94 | $37,357.3 | $17,481.36 | 87.95% |
Kevin Kroskey True Wealth Design LLC | 402 | $15,597.3 | $20,883.9 | $5,286.6 | 33.89% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 9,176 | $266,204.35 | $493,668.8 | $227,464.45 | 85.45% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 12,567 | $410,836.1 | $663,286.26 | $252,450.16 | 61.45% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 276 | $10,902 | $14,318.88 | $3,416.88 | 31.34% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 10,865 | $353,097.04 | $579,430.45 | $226,333.41 | 64.1% |
Courtney Holt Compound Planning, Inc. | 26,199 | $883,867.11 | $1.37M | $484,244.67 | 54.79% |
Jishnu Guha PICKERING ENERGY PARTNERS LP | 6,000 | $255,460 | $322,740 | $67,280 | 26.34% |
Nemes Rush Group LLC Nemes Rush Group LLC | 74 | $2,505.09 | $3,862.06 | $1,356.97 | 54.17% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 5,368 | $212,036 | $285,121.32 | $73,085.32 | 34.47% |