| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Russell Mohberg Regatta Capital Group LLC | 10,675 | $1.81M | $3.53M | $1.72M | 95.14% |
Jeremy Baltz Raleigh Capital Management Inc. | 694 | $201,390.78 | $231,629.44 | $30,238.66 | 15.01% |
William Jollie Quent Capital LLC | 640 | $202,504.74 | $211,059.2 | $8,554.46 | 4.22% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,741 | $483,677.6 | $909,271.93 | $425,594.33 | 87.99% |
Missy Straw Nilsine Partners LLC | 17,218 | $3.53M | $5.74M | $2.21M | 62.65% |
Dalila Toledo Ascent Group LLC | 5,086 | $1.42M | $1.69M | $268,594.49 | 18.95% |
| EM Erin Mccann Simplicity Wealth LLC | 1,619 | $491,193.59 | $535,889 | $44,695.41 | 9.1% |
Robert Glass AlphaCentric Advisors LLC | 1,116 | $283,971.08 | $371,611.26 | $87,640.18 | 30.86% |
| KB Kimberly Byrne Bill Few Associates Inc. | 17,734 | $2.67M | $5.85M | $3.18M | 119.3% |
Taro Kuriyama Axq Capita LLP | 14,444 | $4.22M | $4.83M | $606,589.91 | 14.38% |
Jason Matthews Kfg Wealth Management LLC | 1,535 | $331,030.67 | $510,848 | $179,817.33 | 54.32% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 678 | $212,986.93 | $225,638.4 | $12,651.47 | 5.94% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $1,663.53 | $1,670.4 | $6.87 | 0.41% |
Patricia A. Thompson Leeward Investments LLC - MA | 32,628 | $4.81M | $10.8M | $5.99M | 124.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,934 | $1.35M | $1.96M | $605,518.01 | 44.81% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,459 | $997,720.38 | $1.16M | $157,689.39 | 15.8% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 358 | $107,347 | $119,341.09 | $11,994.09 | 11.17% |
Nolan Baker Retirement Guys Formula LLC | 10,912 | $2.53M | $3.66M | $1.13M | 44.56% |
John DeMarco Trajan Wealth LLC | 153,106 | $39.8M | $51.33M | $11.53M | 28.98% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,724 | $718,493.6 | $1.25M | $528,897.44 | 73.61% |