| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Faw Strathmore Capital Advisors, Inc. | 17,978 | $1.17M | $1.7M | $536,338.75 | 45.98% |
Michael D. Kim Marathon Strategic Advisors, LLC | 5,883 | $327,389.91 | $541,941.96 | $214,552.05 | 65.53% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 3,004 | $307,309 | $284,538.88 | -$22,770.12 | -7.41% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 89,981 | $5.77M | $8.75M | $2.98M | 51.63% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 3,743 | $294,424 | $344,805.16 | $50,381.16 | 17.11% |
DAVID REICHERT Atlatl Advisers LLC | 1,135 | $116,111 | $104,556.2 | -$11,554.8 | -9.95% |
| HAS Hayley A. Snell LRI Investments, LLC | 5,129 | $403,447.33 | $472,483.48 | $69,036.15 | 17.11% |
David Millar Gen-Wealth Partners Inc | 48 | $2,661.58 | $4,546.56 | $1,884.98 | 70.82% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,725 | $278,736 | $251,027 | -$27,709 | -9.94% |
Joe Banwait RAELIPSKIE PARTNERSHIP | 131,432 | $7.35M | $12.11M | $4.76M | 64.83% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 4,534 | $251,409.63 | $417,672.08 | $166,262.45 | 66.13% |
Michael Mills Mills Wealth Advisors LLC | 3,204 | $152,557.19 | $295,152.48 | $142,595.29 | 93.47% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 29,383 | $2.78M | $2.71M | -$68,605.3 | -2.47% |
Kings Path Partners LLC Kings Path Partners LLC | 1,052 | $62,216.07 | $96,910.24 | $34,694.17 | 55.76% |
| FFL Farrell Financial LLC Farrell Financial LLC | 41,735 | $2.38M | $3.84M | $1.46M | 61.34% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,835 | $211,193.48 | $353,280.2 | $142,086.72 | 67.28% |
Carmen McClennon WR Wealth Planners, LLC | 4,051 | $247,392.45 | $373,178.12 | $125,785.67 | 50.84% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 37,230 | $2.38M | $3.43M | $1.04M | 43.82% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 12,586 | $698,785 | $1.16M | $460,637.32 | 65.92% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,944 | $215,695.4 | $271,201.28 | $55,505.88 | 25.73% |