| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 8,615 | $179,336.79 | $221,276.27 | $41,939.48 | 23.39% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 516 | $11,595 | $13,263.78 | $1,668.78 | 14.39% |
Darin Sadow Freestone Grove Partners LP | 1.41M | $31.68M | $36.28M | $4.61M | 14.54% |
Curtis Burkholder Bare Financial Services, Inc | 23 | $517 | $591.33 | $74.33 | 14.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,902 | $109,443.57 | $126,398.07 | $16,954.5 | 15.49% |
Matthew Stead Sachetta, LLC | 611 | $13,454.58 | $15,427.75 | $1,973.17 | 14.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 243 | $5,461 | $6,256.03 | $795.03 | 14.56% |
Kelly Richert Clayton Financial Group LLC | 124 | $2,695.02 | $3,192.38 | $497.36 | 18.45% |
Alan Gilmore Private Wealth Management Group, LLC | 272 | $5,786.76 | $7,013.52 | $1,226.76 | 21.2% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 955 | $20,852.27 | $24,581.7 | $3,729.43 | 17.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 116,683 | $2.46M | $3.01M | $553,470.96 | 22.5% |
Michael Koch Counterweight Ventures, LLC | 13,728 | $292,544 | $353,976.48 | $61,432.48 | 21% |
Ashley Meredith Abel Hall, LLC | 42,602 | $943,567.5 | $1.1M | $155,777.11 | 16.51% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 9,100 | $191,286.26 | $235,007.5 | $43,721.24 | 22.86% |
Ian Jameson American Capital Advisory, LLC | 22 | $462.65 | $568.15 | $105.5 | 22.8% |
Kevyn Hill Hilltop National Bank | 69,703 | $1.47M | $1.8M | $335,849.36 | 22.92% |
CLINE REASOR Gratus Wealth Advisors, LLC | 30,303 | $641,149.68 | $782,271.94 | $141,122.26 | 22.01% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 124,541 | $2.65M | $3.27M | $614,208.52 | 23.13% |
| HAS Hayley A. Snell LRI Investments, LLC | 97 | $1,858 | $2,523.45 | $665.45 | 35.82% |
David Millar Gen-Wealth Partners Inc | 2,250 | $45,176.2 | $58,128.75 | $12,952.55 | 28.67% |