| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 16,000 | $2.02M | $2.17M | $152,480 | 7.54% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 225 | $25,211.25 | $29,297.25 | $4,086 | 16.21% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,981 | $244,602.46 | $257,946.03 | $13,343.57 | 5.46% |
Molly Crider Walker Asset Management LLC | 4,666 | $331,063.76 | $607,559.91 | $276,496.15 | 83.52% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,785 | $225,517 | $232,424.87 | $6,907.87 | 3.06% |
Christopher M. Marks Sterling Investment Counsel LLC | 9,013 | $1.07M | $1.17M | $106,534.32 | 9.98% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 75,116 | $9.22M | $10.39M | $1.17M | 12.73% |
Mark Fiskio Empirical Asset Management LLC | 13,735 | $1.4M | $1.83M | $433,496.1 | 31.06% |
Timothy Gerlach Novem Group | 2,256 | $259,162.48 | $293,753.78 | $34,591.3 | 13.35% |
Daniel Ronan Catalyst Financial Partners LLC | 5,716 | $542,146.76 | $744,280.42 | $202,133.66 | 37.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 28,670 | $1.78M | $3.73M | $1.96M | 109.97% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,273 | $191,404.26 | $302,718.12 | $111,313.86 | 58.16% |
Matthew Heller Willner & Heller LLC | 5,130 | $376,342.07 | $667,977.35 | $291,635.28 | 77.49% |
Eric Dahm Range Financial Group LLC | 2,243 | $268,806.3 | $292,061.05 | $23,254.75 | 8.65% |
Craig Johnsen Fortitude Advisory Group LLC | 1,769 | $198,510.52 | $230,341.51 | $31,830.99 | 16.03% |
Jeffrey Gilbert Balboa Wealth Partners | 1,742 | $215,126.85 | $231,999.54 | $16,872.69 | 7.84% |
Sean Murray Quantum Financial Advisors LLC | 3,371 | $312,001.53 | $438,937.94 | $126,936.41 | 40.68% |
Edward Lowndes Angeles Wealth Management LLC | 5,920 | $672,759.43 | $770,843.26 | $98,083.83 | 14.58% |
James M. Perkins Quantum Private Wealth LLC | 2,034 | $227,909.7 | $264,847.16 | $36,937.46 | 16.21% |
Kevin Zemann WealthPlan Investment Management LLC | 18,742 | $2.38M | $2.44M | $64,071.59 | 2.7% |