| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 9,077 | $373,637.68 | $518,478.24 | $144,840.56 | 38.76% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 100 | $5,707 | $5,698 | -$9 | -0.16% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 100 | $5,707 | $5,712 | $5 | 0.09% |
Chandler te Velde Maia Wealth LLC | 8,017 | $417,328.03 | $462,340.39 | $45,012.36 | 10.79% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,643 | $776,963.57 | $788,565.4 | $11,601.83 | 1.49% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,994 | $418,037 | $519,133.68 | $101,096.68 | 24.18% |
Nicholas Holmes Objectivity Squared, LLC | 103,176 | $5.34M | $5.89M | $552,781.38 | 10.36% |
Amy Taylor Pingora Partners LLC | 30,223 | $1.11M | $1.75M | $636,344.87 | 57.34% |
Christopher Griffith Stablepoint Partners, LLC | 8,534 | $376,859.55 | $491,942.43 | $115,082.88 | 30.54% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 801 | $40,290.31 | $46,245.73 | $5,955.42 | 14.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,940 | $1.61M | $1.88M | $272,151.15 | 16.91% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 211 | $10,976.48 | $12,219.01 | $1,242.53 | 11.32% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,620 | $203,915 | $206,774.4 | $2,859.4 | 1.4% |
Ashley Meredith Abel Hall, LLC | 10,000 | $478,600 | $570,750 | $92,150 | 19.25% |
Addis & Hill Inc. Addis & Hill, Inc | 12,150 | $450,741.81 | $700,569 | $249,827.19 | 55.43% |
| ACL Attessa Capital LLC Attessa Capital LLC | 18,500 | $1.04M | $1.06M | $14,430 | 1.38% |
Brian Krause Cascade Financial Partners, LLC | 17,616 | $821,484.83 | $1.02M | $195,222.61 | 23.76% |
Janice M. Powell Diversify Advisory Services, LLC | 10,467 | $525,713.59 | $596,723.67 | $71,010.08 | 13.51% |
Kevyn Hill Hilltop National Bank | 7,400 | $322,314 | $427,091 | $104,777 | 32.51% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,550 | $82,928.17 | $88,536 | $5,607.83 | 6.76% |