| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 1,362 | $209,230 | $220,575.9 | $11,345.9 | 5.42% |
Dalila Toledo Ascent Group LLC | 3,915 | $373,473.75 | $634,034.25 | $260,560.5 | 69.77% |
| EM Erin Mccann Simplicity Wealth LLC | 2,439 | $374,679.18 | $390,508.29 | $15,829.11 | 4.22% |
Michael Byun SageView Advisory Group LLC | 3,433 | $327,401.5 | $563,732.93 | $236,331.43 | 72.18% |
Chad Soukup jvl associates LLC | 1,658 | $254,701.96 | $268,513.1 | $13,811.14 | 5.42% |
James Peterson Nearwater Capital Markets Ltd. | 219,000 | $33.64M | $35.04M | $1.4M | 4.16% |
Taro Kuriyama Axq Capita LLP | 7,335 | $599,416.13 | $1.17M | $574,990.72 | 95.93% |
Penny Paul Andina Capital Management LLC | 1,593 | $130,179.85 | $268,085.95 | $137,906.1 | 105.94% |
Katie Christensen iSAM Funds UKK) Ltd | 1,700 | $138,924.13 | $273,428 | $134,503.87 | 96.82% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,459 | $282,813.28 | $560,185.05 | $277,371.77 | 98.08% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,787 | $274,518.94 | $289,404.65 | $14,885.71 | 5.42% |
| BPN Brent P. Nicks Strategic Planning Inc. | 46,951 | $3.94M | $7.6M | $3.66M | 92.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,142 | $175,044.33 | $346,896.9 | $171,852.57 | 98.18% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 6,422 | $986,547.64 | $1.03M | $41,036.58 | 4.16% |
Mark Fiskio Empirical Asset Management LLC | 1,924 | $161,769.92 | $315,940.04 | $154,170.12 | 95.3% |
Timothy Gerlach Novem Group | 14,174 | $2.18M | $2.3M | $118,068.3 | 5.42% |
Daniel Ronan Catalyst Financial Partners LLC | 9,166 | $715,627.29 | $1.48M | $768,806.41 | 107.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,967 | $1.71M | $4.53M | $2.82M | 164.31% |
Matthew Heller Willner & Heller LLC | 9,940 | $624,000.25 | $1.61M | $985,782.75 | 157.98% |
Jeffrey Gilbert Balboa Wealth Partners | 9,481 | $1.27M | $1.56M | $291,117.77 | 23% |