| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 2,275 | $196,036.75 | $237,373.5 | $41,336.75 | 21.09% |
Nemes Rush Group LLC Nemes Rush Group LLC | 96 | $9,612 | $10,451.52 | $839.52 | 8.73% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,030 | $637,471.11 | $763,950.1 | $126,478.99 | 19.84% |
Bradley H. Owens LJI Wealth Management, LLC | 7,494 | $645,757.98 | $787,769.28 | $142,011.3 | 21.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,552 | $2.9M | $3.5M | $599,640.76 | 20.64% |
Jae Cho Marex Group plc | 7,424 | $594,291.11 | $808,325.12 | $214,034.01 | 36.02% |
NICOLE MARTIN Arlington Trust Co LLC | 204 | $17,578.68 | $21,264.96 | $3,686.28 | 20.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,516 | $2.15M | $2.57M | $426,826.07 | 19.89% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 8,169 | $700,495.39 | $855,049.23 | $154,553.84 | 22.06% |
| KS Kristi Shields ROGCO, LP | 66 | $5,687.22 | $6,923.73 | $1,236.51 | 21.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 36,780 | $3.25M | $3.84M | $585,729.35 | 18.01% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 165 | $13,208.25 | $17,691.3 | $4,483.05 | 33.94% |
| AK Alisha Kamadia United Community Bank | 8,265 | $564,102.78 | $858,444.22 | $294,341.44 | 52.18% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 4,031 | $347,351.27 | $428,575.92 | $81,224.65 | 23.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,996 | $2.71M | $3.34M | $626,561.19 | 23.1% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,940 | $206,571 | $206,173.5 | -$397.5 | -0.19% |
Savoie Capital LLC Savoie Capital LLC | 30,205 | $2.06M | $3.29M | $1.23M | 59.73% |
James Rankin Modern Wealth Management, LLC | 15,707 | $1.38M | $1.71M | $334,173.81 | 24.26% |
KKM Financial LLC KKM Financial LLC | 33,753 | $3.08M | $3.61M | $538,001.89 | 17.49% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,095 | $1.3M | $1.59M | $286,050.25 | 21.99% |