| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 10,281 | $356,599.34 | $497,908.83 | $141,309.49 | 39.63% |
William Jollie Quent Capital LLC | 5,952 | $212,349.5 | $289,802.88 | $77,453.38 | 36.47% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,533 | $898,860.45 | $1.19M | $295,651.32 | 32.89% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,700 | $334,893.7 | $522,534.5 | $187,640.8 | 56.03% |
Missy Straw Nilsine Partners LLC | 47,258 | $1.44M | $2.29M | $844,059.4 | 58.44% |
Dalila Toledo Ascent Group LLC | 48,162 | $1.72M | $2.34M | $622,093.68 | 36.18% |
| EM Erin Mccann Simplicity Wealth LLC | 10,482 | $428,315.46 | $510,054.12 | $81,738.66 | 19.08% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 21,600 | $812,160 | $1.05M | $237,708 | 29.27% |
Michael Byun SageView Advisory Group LLC | 13,766 | $436,909.65 | $667,031.53 | $230,121.88 | 52.67% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,371 | $249,020.12 | $399,798.96 | $150,778.84 | 60.55% |
Nichole Raftopoulos Nvest Financial LLC | 4,973 | $204,225.89 | $243,453.21 | $39,227.32 | 19.21% |
Kristofer Gray Integrity Financial Corp. /WA | 4,694 | $223,105.82 | $227,541.65 | $4,435.83 | 1.99% |
David T. Morgan High Net Worth Advisory Group LLC | 10,522 | $393,982.85 | $509,159.58 | $115,176.73 | 29.23% |
Katie Christensen iSAM Funds UKK) Ltd | 43,200 | $2.05M | $2.09M | $40,176 | 1.96% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,694 | $270,635.82 | $276,159 | $5,523.18 | 2.04% |
Molly Crider Walker Asset Management LLC | 26,136 | $814,193.9 | $1.28M | $465,293.98 | 57.15% |
Brian Levy West Wealth Group LLC | 9,980 | $325,979.61 | $484,030 | $158,050.39 | 48.48% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,861 | $322,694.05 | $384,442.2 | $61,748.15 | 19.14% |
Timothy Gerlach Novem Group | 6,922 | $207,843.58 | $335,197.85 | $127,354.27 | 61.27% |
Daniel Ronan Catalyst Financial Partners LLC | 17,801 | $648,681.79 | $861,878.14 | $213,196.35 | 32.87% |