| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 21,493 | $1.85M | $2.56M | $705,898.81 | 38.13% |
Courtney Holt Compound Planning, Inc. | 13,451 | $824,784.67 | $1.57M | $747,233.7 | 90.6% |
Ian Wang Plato Investment Management Ltd | 6,213 | $648,312 | $736,986.06 | $88,674.06 | 13.68% |
Peter Sigismondi Ramirez Asset Management, Inc. | 248,305 | $14.87M | $29.5M | $14.63M | 98.42% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,828 | $282,036 | $334,495.84 | $52,459.84 | 18.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,572 | $376,384.98 | $534,924 | $158,539.02 | 42.12% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 10,794 | $680,283.85 | $1.26M | $578,080.67 | 84.98% |
Syon Capital LLC SYON CAPITAL LLC | 5,590 | $571,847 | $647,042.5 | $75,195.5 | 13.15% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,178 | $118,650.13 | $138,862.64 | $20,212.51 | 17.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,957 | $205,393 | $230,691.16 | $25,298.16 | 12.32% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 473 | $26,573.32 | $54,891.65 | $28,318.33 | 106.57% |
Curtis Burkholder Bare Financial Services, Inc | 148 | $10,771.02 | $17,446.24 | $6,675.22 | 61.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 897 | $73,141.39 | $104,949 | $31,807.61 | 43.49% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 61 | $6,266.85 | $7,190.68 | $923.83 | 14.74% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 5,077 | $476,979.81 | $604,518.39 | $127,538.58 | 26.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 31,331 | $1.72M | $3.69M | $1.97M | 114.48% |
Corey Saft Sivia Capital Partners, LLC | 4,543 | $289,179.35 | $538,890.66 | $249,711.31 | 86.35% |
| WL Wealthcollab LLC WealthCollab, LLC | 898 | $38,969.4 | $104,194.94 | $65,225.54 | 167.38% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,015 | $456,663.95 | $833,136.47 | $376,472.52 | 82.44% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 5 | $525 | $593.1 | $68.1 | 12.97% |