| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryce Maxwell Westerkirk Capital Inc. | 904 | $271,941.23 | $305,326 | $33,384.77 | 12.28% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 65,781 | $21.53M | $22.22M | $691,411.26 | 3.21% |
Patrick Phillips DKRT Investments Corp | 5,000 | $1.29M | $1.69M | $400,950 | 31.16% |
Landon Marsh Scott Marsh Financial LLC | 1,632 | $420,138 | $551,208 | $131,070 | 31.2% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 2,965 | $767,934.85 | $1M | $233,493.9 | 30.41% |
David W. Young III Clarion Wealth Managment Partners LLC | 3,086 | $794,316.44 | $1.04M | $247,455.44 | 31.15% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,158 | $328,605.42 | $391,114.5 | $62,509.08 | 19.02% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 893 | $239,779.42 | $301,610.75 | $61,831.33 | 25.79% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 1,465 | $416,816.14 | $494,803.75 | $77,987.61 | 18.71% |
Michael Behner Nautilus Advisors LLC | 688 | $247,118 | $232,255.04 | -$14,862.96 | -6.01% |
Brent Garcia Broadwater Capital Management LLC | 393 | $40,030.8 | $132,201.27 | $92,170.47 | 230.25% |
Bonnie Courtney Cambridge Financial Group LLC | 2,384 | $242,833.14 | $802,657.04 | $559,823.9 | 230.54% |
IFS Group LLC IFS Group LLC | 1,676 | $504,138.38 | $564,284.06 | $60,145.68 | 11.93% |
Matthew Jenkins GatePass Capital LLC | 2,095 | $436,803.03 | $704,737.07 | $267,934.04 | 61.34% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,029 | $193,551.82 | $683,133.86 | $489,582.04 | 252.95% |
United Financial Planning Group LLC United Financial Planning Group LLC | 73 | $22,153.61 | $24,578 | $2,424.39 | 10.94% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 6,250 | $1.88M | $2.1M | $220,341.79 | 11.7% |
Blalock Williams LLC Blalock Williams LLC | 980 | $295,460.69 | $329,760.2 | $34,299.51 | 11.61% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 3,541 | $593,539.94 | $1.19M | $597,971.15 | 100.75% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 2,463 | $740,988.85 | $831,878.25 | $90,889.4 | 12.27% |