| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TK Taro Kuriyama Axq Capita LLP | 398,847 | $4.61M | $5.68M | $1.07M | 23.16% |
Katie Christensen iSAM Funds UKK) Ltd | 111,786 | $1.35M | $1.59M | $238,975.88 | 17.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,539 | $25,581.77 | $36,129.97 | $10,548.2 | 41.23% |
| JP Jaimie Palmer Beacon Capital Management LLC | 14,165 | $217,391.41 | $201,567.95 | -$15,823.46 | -7.28% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 33,110 | $382,089.4 | $471,155.3 | $89,065.9 | 23.31% |
Adam Grossman Mayport LLC | 10,177 | $121,984.88 | $144,818.71 | $22,833.83 | 18.72% |
| MC Molly Crider Walker Asset Management LLC | 15,923 | $172,532.8 | $226,584.29 | $54,051.49 | 31.33% |
| BPN Brent P. Nicks Strategic Planning Inc. | 867,340 | $8.76M | $12.34M | $3.58M | 40.87% |
Christopher M. Marks Sterling Investment Counsel LLC | 25,468 | $316,046 | $362,409.64 | $46,363.64 | 14.67% |
| TG Timothy Gerlach Novem Group | 15,940 | $162,517.81 | $226,826.2 | $64,308.39 | 39.57% |
Daniel Ronan Catalyst Financial Partners LLC | 14,444 | $175,528.36 | $205,538.12 | $30,009.76 | 17.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 80,667 | $1.19M | $1.15M | -$46,160.78 | -3.87% |
Jeffrey Gilbert Balboa Wealth Partners | 11,090 | $127,978.6 | $157,810.7 | $29,832.1 | 23.31% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 13,696 | $158,051.84 | $194,894.08 | $36,842.24 | 23.31% |
| SM Sean Murray Quantum Financial Advisors LLC | 14,685 | $162,545.26 | $208,967.55 | $46,422.29 | 28.56% |
| EL Edward Lowndes Angeles Wealth Management LLC | 117,882 | $1.42M | $1.68M | $260,651.03 | 18.4% |
Kevin Zemann WealthPlan Investment Management LLC | 33,776 | $359,354.1 | $480,632.48 | $121,278.38 | 33.75% |
| VC Vito Collacuro Sutton Place Investors LLC | 23,988 | $301,039.22 | $341,349.24 | $40,310.02 | 13.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 17,332 | $230,495.47 | $246,634.36 | $16,138.89 | 7% |
Brad Saenz Coastwise Capital Group LLC | 42,630 | $473,232.86 | $606,624.9 | $133,392.04 | 28.19% |