| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,101 | $778,952.83 | $893,537.84 | $114,585.01 | 14.71% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,117 | $287,000.44 | $374,206.21 | $87,205.77 | 30.39% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 44,166 | $1.98M | $3.23M | $1.25M | 63.23% |
| KS Kristi Shields ROGCO, LP | 11,788 | $513,158 | $862,056.44 | $348,898.44 | 67.99% |
Stacey Cheek Wheelhouse Advisory Group LLC | 4,119 | $196,646.56 | $304,497.07 | $107,850.51 | 54.84% |
Michael Grossman AdviceOne Advisory Services, LLC | 3,379 | $222,957.95 | $248,897.14 | $25,939.19 | 11.63% |
Syon Capital LLC SYON CAPITAL LLC | 24,134 | $1.3M | $1.78M | $484,923.88 | 37.33% |
Florian Peters denkapparat Operations GmbH | 23,930 | $1.57M | $1.75M | $180,278.62 | 11.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 151,000 | $8.16M | $11.15M | $2.99M | 36.56% |
Brian Glenn Premier Path Wealth Partners, LLC | 19,772 | $1.12M | $1.45M | $329,601.47 | 29.53% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,634 | $200,644.31 | $342,174.56 | $141,530.25 | 70.54% |
| AK Alisha Kamadia United Community Bank | 4,699 | $311,558.75 | $343,637.87 | $32,079.12 | 10.3% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,482 | $229,992.2 | $254,725.71 | $24,733.51 | 10.75% |
Courtney Haddad Concurrent Investment Advisors, LLC | 151,975 | $7.81M | $11.22M | $3.42M | 43.76% |
Mark Petersen Prosperitas Financial LLC | 76,848 | $4.21M | $5.66M | $1.46M | 34.65% |
Robert Shea NEOS Investment Management LLC | 275,042 | $15.73M | $20.11M | $4.38M | 27.87% |
RENEE PILKENTON Exchange Bank | 13,297 | $605,849.21 | $972,742.03 | $366,892.82 | 60.56% |
Teresa Douberly Burford Brothers, Inc. | 32,891 | $1.74M | $2.35M | $614,623.49 | 35.34% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 178,134 | $9.13M | $13.03M | $3.9M | 42.77% |
James Rankin Modern Wealth Management, LLC | 27,889 | $1.56M | $2.05M | $493,130.94 | 31.65% |