| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KGL Kilter Group LLC Kilter Group LLC | 6 | $505 | $546.63 | $41.63 | 8.24% |
Binnacle Investments Inc. Binnacle Investments Inc. | 35 | $2,781.11 | $3,188.67 | $407.56 | 14.65% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 10,799 | $841,458 | $983,842.89 | $142,384.89 | 16.92% |
Kazuya Kagamihara Rakuten Investment Management Inc. | 65,514 | $5.08M | $5.97M | $890,964.75 | 17.55% |
Thomas E. Nelson Sky-Mountain Capital Management Inc. | 9,795 | $764,523.81 | $892,373.47 | $127,849.66 | 16.72% |
Cole Dimond Caliber Wealth Management LLC / KS | 3,797 | $295,847.54 | $345,811.77 | $49,964.23 | 16.89% |
Nicole Reese WPG Advisers LLC | 522 | $37,376.63 | $47,507.22 | $10,130.59 | 27.1% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 5,725 | $446,076.5 | $521,404.37 | $75,327.87 | 16.89% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 494 | $41,574.52 | $44,954 | $3,379.48 | 8.13% |
Jon Lewis Midwest Trust Co | 3,015 | $260,043.98 | $274,365 | $14,321.02 | 5.51% |
Boreal Capital Management LLC Boreal Capital Management LLC | 160 | $13,452.32 | $14,561.6 | $1,109.28 | 8.25% |
| CTC Caldwell Trust Co Caldwell Trust Co | 212 | $18,800.99 | $19,292 | $491.01 | 2.61% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,313 | $211,339 | $210,506.13 | -$832.87 | -0.39% |
Invested Advisors Invested Advisors | 3,209 | $277,995.04 | $292,051.09 | $14,056.05 | 5.06% |
Darrell T. Roberts American Wealth Advisors LLC | 3,957 | $337,348.95 | $360,126.57 | $22,777.62 | 6.75% |