| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,743 | $254,249 | $216,162.11 | -$38,086.89 | -14.98% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,856 | $460,423.33 | $697,941.36 | $237,518.03 | 51.59% |
Seth Hodes Able Wealth Management LLC | 12,688 | $1.04M | $999,941.28 | -$39,773.37 | -3.83% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4,654 | $333,654.23 | $366,781.74 | $33,127.51 | 9.93% |
Angela Pompian Sunpointe, LLC | 4,193 | $388,649 | $330,450.33 | -$58,198.67 | -14.97% |
Patrick Gaul Oceanside Advisors LLC | 5,527 | $243,654.05 | $435,582.87 | $191,928.82 | 78.77% |
D. Garet Strange Hobbs Group Advisors, LLC | 46,547 | $2.18M | $3.67M | $1.49M | 68.1% |
Kyle Jones Pineridge Advisors LLC | 4,465 | $233,487.88 | $351,886.65 | $118,398.77 | 50.71% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,530 | $251,532.69 | $278,199.3 | $26,666.61 | 10.6% |
| CI CacheTech Inc. CacheTech Inc. | 13,617 | $1.17M | $1.07M | -$100,337.02 | -8.55% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,453 | $210,319.97 | $193,320.93 | -$16,999.04 | -8.08% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 83,030 | $7.5M | $6.54M | -$958,468.91 | -12.78% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 2.59M | $184.52M | $203.9M | $19.38M | 10.5% |
Kayla Tweedy JBR Co Financial Management Inc | 16,379 | $1.37M | $1.29M | -$76,571.33 | -5.6% |
Ian Jameson American Capital Advisory, LLC | 44 | $2,685.36 | $3,467.42 | $782.06 | 29.12% |
Chris M. Frantz Catalina Capital Group, LLC | 3,741 | $285,400.29 | $294,828.21 | $9,427.92 | 3.3% |
David Hobbs Hobbs Wealth Management, LLC | 4,344 | $318,351.42 | $342,350.64 | $23,999.22 | 7.54% |
David Maxey Heritage Family Offices, LLP | 28,044 | $2.57M | $2.21M | -$360,039.42 | -14.01% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 33,588 | $2.3M | $2.64M | $342,029.34 | 14.86% |
Taylor Faw Strathmore Capital Advisors, Inc. | 2,957 | $276,006 | $232,967.24 | -$43,038.76 | -15.59% |