| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 207,803 | $17.92M | $22.66M | $4.74M | 26.45% |
Amir Har-El Savvy Advisors, Inc. | 17,501 | $1.8M | $1.94M | $141,561.04 | 7.86% |
United Advisor Group LLC United Advisor Group, LLC | 6,788 | $640,282.51 | $740,299.27 | $100,016.76 | 15.62% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,502 | $979,558.38 | $1.25M | $274,849.72 | 28.06% |
PETER KRUSSEL Southland Equity Partners LLC | 5,170 | $395,888.89 | $563,840.19 | $167,951.3 | 42.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 500 | $48,350 | $55,615 | $7,265 | 15.03% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,223 | $208,558.84 | $246,552.93 | $37,994.09 | 18.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,823 | $256,925.9 | $308,582.13 | $51,656.23 | 20.11% |
Dane Grouell Turning Point Benefit Group, Inc. | 42,184 | $4.39M | $4.69M | $299,134.87 | 6.81% |
Joshua Stipcich Tidemark, LLC | 129 | $12,474 | $14,295.78 | $1,821.78 | 14.6% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 3,163 | $317,609.44 | $351,346.04 | $33,736.6 | 10.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 405 | $38,345 | $44,169.3 | $5,824.3 | 15.19% |
Jody White Farrow Financial Inc. | 94,997 | $8.08M | $10.54M | $2.46M | 30.45% |
Scott Noble Boomfish Wealth Group, LLC | 71,995 | $6.17M | $8M | $1.83M | 29.73% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,607 | $252,096.94 | $284,319.41 | $32,222.47 | 12.78% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 15,146 | $1.32M | $1.68M | $360,873.94 | 27.43% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 3,307 | $310,951.41 | $360,661.42 | $49,710.01 | 15.99% |
Jeff Kautz QSV Equity Investors LLC | 4,950 | $420,106.88 | $549,573.75 | $129,466.87 | 30.82% |
Jonathan Chatfield LM Advisors LLC | 2,842 | $293,692.1 | $310,659.02 | $16,966.92 | 5.78% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 29,733 | $2.79M | $3.24M | $454,022.99 | 16.28% |