| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 107 | $4,302 | $4,014.64 | -$287.36 | -6.68% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 16,805 | $395,403.51 | $630,523.6 | $235,120.09 | 59.46% |
| DT Derek Tinnin Altiora Financial Group, LLC | 19,999 | $541,618.31 | $776,761.16 | $235,142.85 | 43.41% |
Kure Advisory LLC Kure Advisory, LLC | 280,411 | $7.1M | $10.52M | $3.43M | 48.27% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 113,300 | $3.69M | $4.4M | $710,391 | 19.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,988 | $200,567 | $187,149.76 | -$13,417.24 | -6.69% |
Lars Phillips RAM Investment Partners, LLC | 1.33M | $33.21M | $49.88M | $16.67M | 50.22% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 225,808 | $5.34M | $8.47M | $3.13M | 58.7% |
Andrew Parsons Corrigan Financial, Inc. | 18,765 | $501,130.83 | $704,062.8 | $202,931.97 | 40.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 267,151 | $8.68M | $10.02M | $1.35M | 15.52% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 399,164 | $9.64M | $14.98M | $5.34M | 55.35% |
Kevin Orr Centennial Bank/AR/ | 133 | $3,374 | $5,165.72 | $1,791.72 | 53.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 420 | $16,464 | $15,758.4 | -$705.6 | -4.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,267 | $460,169.05 | $535,297.84 | $75,128.79 | 16.33% |
Menachem Striks Morton Capital Management LLC/CA | 22,362 | $496,651.83 | $839,022.24 | $342,370.41 | 68.94% |
David Vollmer PFS Partners, LLC | 74 | $2,411 | $2,776.48 | $365.48 | 15.16% |
Benj Foor Frazier Financial Advisors, LLC | 132 | $3,229.77 | $5,126.88 | $1,897.11 | 58.74% |
Derek Ripp Austin Wealth Management, LLC | 551,255 | $16.1M | $20.68M | $4.59M | 28.49% |
Amir Har-El Savvy Advisors, Inc. | 92,520 | $2.92M | $3.47M | $547,579.77 | 18.73% |
William Ramsay Financial Symmetry Inc | 81,059 | $2M | $3.04M | $1.04M | 51.89% |