| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 3,630 | $561,137.21 | $931,276.5 | $370,139.29 | 65.96% |
Financial Harvest LLC Financial Harvest LLC | 1,318 | $287,190.02 | $333,823.04 | $46,633.02 | 16.24% |
| MK Matthew Klein Matauro LLC | 4,605 | $754,595.46 | $1.18M | $428,429.04 | 56.78% |
| AC Andrew Carter Panoramic Capital Partners LLC | 4,109 | $636,139.87 | $1.05M | $412,066.03 | 64.78% |
| LG Luc Gaudet Louisbourg Investments Inc. | 9,986 | $1.49M | $2.56M | $1.07M | 71.79% |
George Hall II One8Zero8 LLC | 58,659 | $8.62M | $14.93M | $6.31M | 73.19% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 13,798 | $2.06M | $3.54M | $1.49M | 72.35% |
| WAM Wernau Asset Management Inc. Wernau Asset Management Inc. | 924 | $225,863 | $237,689.76 | $11,826.76 | 5.24% |
Citrine Capital LLC Citrine Capital LLC | 10,523 | $1.59M | $2.7M | $1.11M | 70.06% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 760 | $201,259 | $194,552.4 | -$6,706.6 | -3.33% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 2,633 | $414,759.89 | $675,943.76 | $261,183.87 | 62.97% |
| IAL IFC Advisors LLC IFC Advisors LLC | 4,582 | $783,877.13 | $1.18M | $392,413.91 | 50.06% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 1,615 | $236,174.2 | $409,047.2 | $172,873 | 73.2% |
| SC Stacey Cole Haven Private LLC | 2,244 | $329,193.33 | $574,587.42 | $245,394.09 | 74.54% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 5,872 | $1.06M | $1.48M | $423,688.39 | 39.96% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 2,733 | $686,038.6 | $703,036.92 | $16,998.32 | 2.48% |
| AFI Atala Financial Inc. Atala Financial Inc. | 2,122 | $310,112.09 | $537,460.16 | $227,348.07 | 73.31% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 1,153 | $292,827 | $292,792.82 | -$34.18 | -0.01% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 2,620 | $384,156.45 | $664,746.4 | $280,589.95 | 73.04% |
Samira Kadam Synergy Investment Management LLC | 2,600 | $410,787.79 | $661,687 | $250,899.21 | 61.08% |