| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 12,886 | $557,701.28 | $954,852.57 | $397,151.29 | 71.21% |
John Shanley Aspect Partners, LLC | 3,344 | $108,075.71 | $247,790.39 | $139,714.68 | 129.27% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 538 | $16,199.2 | $39,865.8 | $23,666.6 | 146.1% |
Nancy Smetek Arcataur Capital Management LLC | 3,623 | $332,482.86 | $268,464.29 | -$64,018.57 | -19.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 24,941 | $1.4M | $1.85M | $452,400.77 | 32.41% |
| MWS MFA Wealth Services MFA Wealth Services | 6,612 | $571,439.1 | $489,949.19 | -$81,489.91 | -14.26% |
Keith Henderson CULTIVAR CAPITAL, INC. | 93,034 | $2.89M | $6.89M | $4M | 138.4% |
Thomas Dobbins New Republic Capital, LLC | 385 | $29,442.09 | $28,528.5 | -$913.59 | -3.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 126,918 | $8.92M | $9.4M | $487,894.92 | 5.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 2,688 | $246,678 | $199,180.79 | -$47,497.21 | -19.25% |
Jae Cho Marex Group plc | 131,822 | $10.54M | $9.77M | -$776,297.11 | -7.36% |
NICOLE MARTIN Arlington Trust Co LLC | 2,520 | $100,346 | $186,731.99 | $86,385.99 | 86.09% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,215 | $152,990.57 | $468,724.2 | $315,733.63 | 206.37% |
MICHAEL DE LUZ Williams & Novak, LLC | 19,070 | $726,905.47 | $1.41M | $686,181.49 | 94.4% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 42,994 | $2.9M | $3.19M | $285,867.7 | 9.86% |
Syon Capital LLC SYON CAPITAL LLC | 305,871 | $10.37M | $22.67M | $12.29M | 118.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 220,002 | $8.87M | $16.3M | $7.44M | 83.87% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 182 | $4,897.84 | $13,486.2 | $8,588.36 | 175.35% |
| AK Alisha Kamadia United Community Bank | 500 | $13,455 | $37,050 | $23,595 | 175.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 48,449 | $3.06M | $3.59M | $528,422.84 | 17.26% |