| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rana Choubah Meridian Financial Advisors, LLC | 15,581 | $1.45M | $1.79M | $340,470.53 | 23.51% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,171 | $228,519 | $249,230.8 | $20,711.8 | 9.06% |
Chad Warrick Summit Wealth Partners, LLC | 12,490 | $1.09M | $1.43M | $344,983.74 | 31.68% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 820 | $96,501.96 | $94,136 | -$2,365.96 | -2.45% |
Samantha Cox Capital Investment Counsel, LLC | 2,018 | $212,433 | $231,666.4 | $19,233.4 | 9.05% |
| FGS Frederic G Sauer Orion Investment Co | 20,574 | $2.55M | $2.36M | -$185,166 | -7.27% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 6,728 | $769,189.5 | $772,374.4 | $3,184.9 | 0.41% |
Greg Reidy Granite FO LLC | 347 | $42,958.63 | $39,835.6 | -$3,123.03 | -7.27% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 6,572 | $616,716.7 | $754,465.6 | $137,748.9 | 22.34% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 12,008 | $961,718.24 | $1.38M | $416,800.16 | 43.34% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 680 | $66,386.27 | $78,064 | $11,677.73 | 17.59% |
| AIA Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,109 | $221,959 | $242,113.2 | $20,154.2 | 9.08% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 3,072 | $264,907.47 | $352,665.6 | $87,758.13 | 33.13% |
Jesper Bonnivier Avanza Fonder AB | 289,720 | $28.45M | $33.26M | $4.81M | 16.89% |
| EM Eric Myers Carrera Capital Advisors | 1,867 | $198,071.55 | $214,331.6 | $16,260.05 | 8.21% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,012 | $337,276.7 | $345,777.6 | $8,500.9 | 2.52% |
Teresa Coleman Creekside Partners | 2,026 | $213,247 | $232,584.8 | $19,337.8 | 9.07% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,362 | $135,496.77 | $156,357.6 | $20,860.83 | 15.4% |
Tuomas Suomela S-Bank Fund Management Ltd | 30,570 | $2.74M | $3.51M | $765,472.91 | 27.9% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 10,180 | $1.09M | $1.17M | $74,653.05 | 6.82% |