| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 9,203 | $773,787.97 | $1.62M | $841,890.71 | 108.8% |
Ryan M Palmer Optimist Retirement Group LLC | 7,025 | $558,413.62 | $1.28M | $719,539.25 | 128.85% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,454 | $590,112.43 | $1.09M | $501,968.91 | 85.06% |
Corey Saft Sivia Capital Partners, LLC | 9,196 | $1.41M | $1.54M | $124,099.54 | 8.78% |
Angela Pompian Sunpointe, LLC | 1,468 | $225,514 | $247,079.08 | $21,565.08 | 9.56% |
Kyle Jones Pineridge Advisors LLC | 31 | $2,606 | $5,195.13 | $2,589.13 | 99.35% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,701 | $261,307.62 | $284,262.61 | $22,954.99 | 8.78% |
Ashley Meredith Abel Hall, LLC | 3,959 | $316,844.17 | $717,925.06 | $401,080.89 | 126.59% |
| CI CacheTech Inc. CacheTech Inc. | 10,577 | $951,870.12 | $1.85M | $903,124.14 | 94.88% |
Erik Roemer GERBER, LLC | 6,400 | $375,755.17 | $1.15M | $778,036.83 | 207.06% |
Fox Hill Wealth Management Fox Hill Wealth Management | 15,034 | $881,827.77 | $2.73M | $1.85M | 210.13% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 2,167 | $332,894.54 | $366,916.44 | $34,021.9 | 10.22% |
Ian Jameson American Capital Advisory, LLC | 38 | $4,222.25 | $6,835.63 | $2,613.38 | 61.9% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2,967 | $289,945.48 | $514,825.83 | $224,880.35 | 77.56% |
David Maxey Heritage Family Offices, LLP | 1,616 | $248,248 | $274,776.56 | $26,528.56 | 10.69% |
Joel W. Lake Capstone Wealth Management, LLC | 2,804 | $430,750 | $484,432.5 | $53,682.5 | 12.46% |
Ryan Visniski Bryce Point Capital, LLC | 4,900 | $518,027.6 | $859,362 | $341,334.4 | 65.89% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 43,353 | $3.33M | $7.89M | $4.55M | 136.56% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 80 | $7,558.68 | $13,411.2 | $5,852.52 | 77.43% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 2,800 | $196,579.39 | $471,884 | $275,304.61 | 140.05% |