| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 2,048 | $314,613.76 | $346,009.6 | $31,395.84 | 9.98% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,563 | $239,173.36 | $261,302.34 | $22,128.98 | 9.25% |
Allison Tronnes Forum Financial Management LP | 3,491 | $218,903.55 | $590,432.83 | $371,529.28 | 169.72% |
Christopher Clancy Global Wealth Strategies & Associates | 1,749 | $176,413.72 | $295,939.54 | $119,525.82 | 67.75% |
William Jollie Quent Capital LLC | 4,286 | $321,904.47 | $779,666.26 | $457,761.79 | 142.2% |
Missy Straw Nilsine Partners LLC | 1,362 | $209,230 | $228,529.98 | $19,299.98 | 9.22% |
Dalila Toledo Ascent Group LLC | 4,027 | $390,679.19 | $681,972.45 | $291,293.26 | 74.56% |
| EM Erin Mccann Simplicity Wealth LLC | 2,439 | $374,679.18 | $440,019.99 | $65,340.81 | 17.44% |
Michael Byun SageView Advisory Group LLC | 3,433 | $327,401.5 | $574,409.56 | $247,008.06 | 75.44% |
Chad Soukup jvl associates LLC | 1,584 | $243,334.08 | $284,917.72 | $41,583.64 | 17.09% |
James Peterson Nearwater Capital Markets Ltd. | 219,000 | $33.64M | $39.58M | $5.94M | 17.66% |
Taro Kuriyama Axq Capita LLP | 7,335 | $599,416.13 | $1.32M | $724,404.67 | 120.85% |
Penny Paul Andina Capital Management LLC | 1,593 | $130,179.85 | $287,504.64 | $157,324.79 | 120.85% |
Dan Mohr Retireful LLC | 8,728 | $1.56M | $1.57M | $12,742.88 | 0.82% |
Jason Matthews Kfg Wealth Management LLC | 1,137 | $203,250 | $192,300.81 | -$10,949.19 | -5.39% |
Katie Christensen iSAM Funds UKK) Ltd | 1,700 | $138,924.13 | $286,314 | $147,389.87 | 106.09% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,525 | $294,611.44 | $596,183.25 | $301,571.81 | 102.36% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,787 | $274,518.94 | $303,852.54 | $29,333.6 | 10.69% |
| BPN Brent P. Nicks Strategic Planning Inc. | 46,951 | $3.94M | $8.49M | $4.55M | 115.4% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,116 | $172,919.61 | $354,895.52 | $181,975.91 | 105.24% |