| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 19,336 | $152,561.05 | $178,084.56 | $25,523.51 | 16.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,664 | $89,475.99 | $98,748.64 | $9,272.65 | 10.36% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 75,981 | $514,455.22 | $702,824.25 | $188,369.03 | 36.62% |
NICOLE MARTIN Arlington Trust Co LLC | 270 | $2,130 | $2,488.05 | $358.05 | 16.81% |
Syon Capital LLC SYON CAPITAL LLC | 73,044 | $553,631.96 | $673,100.46 | $119,468.5 | 21.58% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,027 | $95,703.98 | $111,129.48 | $15,425.5 | 16.12% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,870 | $22,662.86 | $44,974.45 | $22,311.59 | 98.45% |
Curtis Burkholder Bare Financial Services, Inc | 297 | $2,323.71 | $2,756.16 | $432.45 | 18.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 50,782 | $319,585.6 | $470,241.32 | $150,655.72 | 47.14% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 384 | $3,030 | $3,563.52 | $533.52 | 17.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 253,790 | $1.46M | $2.36M | $894,896.09 | 61.28% |
| FTM F. Thomas Mosley Mosley Wealth Management | 16 | $140 | $147.84 | $7.84 | 5.6% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 59 | $518 | $543.09 | $25.09 | 4.84% |
Corey Saft Sivia Capital Partners, LLC | 40,309 | $286,480.05 | $371,245.89 | $84,765.84 | 29.59% |
Ashley Meredith Abel Hall, LLC | 21,433 | $179,251.1 | $197,933.75 | $18,682.65 | 10.42% |
| WL Wealthcollab LLC WealthCollab, LLC | 677 | $4,152.55 | $6,252.09 | $2,099.54 | 50.56% |
Ian Jameson American Capital Advisory, LLC | 321 | $2,509.39 | $2,967.64 | $458.25 | 18.26% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 11,849 | $53,746.85 | $109,721.74 | $55,974.89 | 104.15% |
Janice M. Powell Diversify Advisory Services, LLC | 21,654 | $189,905.58 | $200,407.77 | $10,502.19 | 5.53% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 43 | $378 | $396.24 | $18.24 | 4.83% |