| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel A. Schreiber SFI Advisors LLC | 3,885 | $489,509.69 | $685,916.17 | $196,406.48 | 40.12% |
Allison Tronnes Forum Financial Management LP | 1,666 | $215,144.84 | $291,350.08 | $76,205.24 | 35.42% |
| EM Erin Mccann Simplicity Wealth LLC | 5,776 | $926,233.37 | $1.02M | $92,768.55 | 10.02% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 3,815 | $487,022.9 | $675,445.75 | $188,422.85 | 38.69% |
Mariana Coli Dunhill Financial LLC | 150 | $23,941 | $26,673 | $2,732 | 11.41% |
Bert D. Barre Colonial Trust Co. / SC | 488 | $97,619.52 | $86,297.92 | -$11,321.6 | -11.6% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 1,867 | $217,140.55 | $326,500.96 | $109,360.41 | 50.36% |
Bepin Serraj Richard W. Paul & Associates LLC | 55 | $5,930.57 | $9,618.4 | $3,687.83 | 62.18% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 18 | $2,814 | $3,147.84 | $333.84 | 11.86% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,595 | $197,017.8 | $281,724.85 | $84,707.05 | 42.99% |
David Cohen Michelson Medical Research Foundation Inc. | 35,385 | $3.54M | $6.2M | $2.66M | 74.98% |
Brian Glas Noble Family Wealth, LLC | 20,998 | $2.3M | $3.71M | $1.41M | 61.39% |
| MN Mark Neitzel M1 Capital Management LLC | 12,909 | $1.65M | $2.29M | $646,869.84 | 39.25% |
Norden Group LLC NORDEN GROUP LLC | 1,927 | $287,300.56 | $339,007.47 | $51,706.91 | 18% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,107 | $4.23M | $3.87M | -$367,361.95 | -8.68% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 58,503 | $5.55M | $10.51M | $4.96M | 89.33% |
Jae Cho Marex Group plc | 4,054 | $810,962 | $716,301.26 | -$94,660.74 | -11.67% |
JOHN TERRILL Peoples Bank/KS | 3,750 | $448,105.49 | $663,431.25 | $215,325.76 | 48.05% |
William Ertel Tassel Capital Management, Inc. | 1,196 | $239,197 | $211,602.3 | -$27,594.7 | -11.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 1 | $114 | $177.78 | $63.78 | 55.95% |