| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 7,400 | $289,645.15 | $363,858 | $74,212.85 | 25.62% |
| PIL PFG Investments LLC PFG Investments LLC | 10,181 | $429,100.21 | $501,668.77 | $72,568.56 | 16.91% |
| JC Jared Calvert Buck Wealth Strategies LLC | 32 | $1,677 | $1,574.72 | -$102.28 | -6.1% |
| KB Kyle Bubeck TrueMark Investments LLC | 108,899 | $4.6M | $5.41M | $803,245.85 | 17.44% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 12,349 | $438,501.89 | $611,892.95 | $173,391.06 | 39.54% |
| DD Damir Durkovic Entropy Technologies, LP | 58,582 | $3.07M | $2.89M | -$176,331.38 | -5.74% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 164 | $8,597 | $8,079.46 | -$517.54 | -6.02% |
Staci Compagno Portside Wealth Group, LLC | 10,220 | $561,630.33 | $506,298.8 | -$55,331.53 | -9.85% |
Courtney Holt Compound Planning, Inc. | 38,743 | $1.65M | $1.91M | $255,579.77 | 15.48% |
Nemes Rush Group LLC Nemes Rush Group LLC | 188 | $7,850.17 | $9,290.96 | $1,440.79 | 18.35% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 67 | $2,595.7 | $3,284.34 | $688.64 | 26.53% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 12,240 | $440,419.23 | $607,838.4 | $167,419.17 | 38.01% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,019 | $448,391.08 | $492,734.42 | $44,343.34 | 9.89% |
Keith Henderson CULTIVAR CAPITAL, INC. | 6,228 | $232,054.16 | $309,189.06 | $77,134.9 | 33.24% |
| AA Andrew Alkon EntryPoint Capital, LLC | 6,632 | $347,649 | $328,748.24 | -$18,900.76 | -5.44% |
Denise Reinert CGC Financial Services, LLC | 234 | $8,340 | $11,613.42 | $3,273.42 | 39.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 40,621 | $1.93M | $1.94M | $19,135.41 | 0.99% |
Marilou Davido WFA Asset Management Corp | 740 | $23,236.31 | $36,840.9 | $13,604.59 | 58.55% |
Kevin Orr Centennial Bank/AR/ | 164 | $6,298 | $8,136.86 | $1,838.86 | 29.2% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 191,512 | $8.48M | $9.42M | $937,002.18 | 11.05% |