| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,900 | $210,184.68 | $286,179.5 | $75,994.82 | 36.16% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,020 | $67,494.22 | $98,202.3 | $30,708.08 | 45.5% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,050 | $36,829 | $50,961.75 | $14,132.75 | 38.37% |
Jonathon Gold Gold Investment Management Ltd. | 125,620 | $4.36M | $6.15M | $1.79M | 41.12% |
PETER KRUSSEL Southland Equity Partners LLC | 7,842 | $241,724.76 | $380,140.95 | $138,416.19 | 57.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,979 | $559,724.15 | $680,637.51 | $120,913.36 | 21.6% |
Taylor Wagner Valued Wealth Advisors LLC | 506 | $19,572.17 | $24,632.08 | $5,059.91 | 25.85% |
Darin Sadow Freestone Grove Partners LP | 2.09M | $99.35M | $101.62M | $2.27M | 2.28% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,951 | $518,015.44 | $724,749.72 | $206,734.28 | 39.91% |
Dane Grouell Turning Point Benefit Group, Inc. | 5,122 | $181,285.94 | $249,134.08 | $67,848.14 | 37.43% |
Curtis Burkholder Bare Financial Services, Inc | 389 | $15,289.87 | $18,940.41 | $3,650.54 | 23.88% |
Joshua Stipcich Tidemark, LLC | 298 | $10,654 | $14,457.47 | $3,803.47 | 35.7% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 8,752 | $301,984.96 | $426,178.64 | $124,193.68 | 41.13% |
Rob Dainard Hara Capital LLC | 18,240 | $632,381 | $884,184 | $251,803 | 39.82% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 346 | $13,723.29 | $16,787.92 | $3,064.63 | 22.33% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 11,047 | $370,248.69 | $537,823.19 | $167,574.5 | 45.26% |
Christy Clarin Portfolio Design Labs, LLC | 5,269 | $216,292.55 | $255,546.5 | $39,253.95 | 18.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 38,020 | $1.35M | $1.84M | $487,390.65 | 36.15% |
Craig Silberg EVERPAR ADVISORS LLC | 7,233 | $249,902.7 | $350,619.67 | $100,716.97 | 40.3% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 34,884 | $1.21M | $1.71M | $499,479.59 | 41.28% |