| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jamie Cahal Corient IA LLC | 20,650 | $1.49M | $1.57M | $77,839.67 | 5.22% |
| KGL Kilter Group LLC Kilter Group LLC | 47 | $3,162.98 | $3,568.71 | $405.73 | 12.83% |
Binnacle Investments Inc. Binnacle Investments Inc. | 211 | $10,466 | $16,021.23 | $5,555.23 | 53.08% |
| ACL AlpenGlobal Capital LLC AlpenGlobal Capital LLC | 63,208 | $3.37M | $4.8M | $1.43M | 42.51% |
| LC Leslie Childs MB Levis & Associates LLC | 425 | $24,433.28 | $32,270.25 | $7,836.97 | 32.07% |
Patricia Frisch ANB Bank | 4,248 | $355,685 | $322,550.64 | -$33,134.36 | -9.32% |
Nicole Reese WPG Advisers LLC | 1,334 | $73,378.32 | $101,290.62 | $27,912.3 | 38.04% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 4,433 | $323,520.59 | $336,597.69 | $13,077.1 | 4.04% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 9 | $485 | $683.37 | $198.37 | 40.9% |
| MKG Masterinvest Kapitalanlage GmbH Masterinvest Kapitalanlage GmbH | 32,700 | $1.92M | $2.48M | $567,262.31 | 29.61% |
Molly Wheeler Burk Holdings LLC | 17 | $1,423 | $1,290.81 | -$132.19 | -9.29% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,961 | $247,925 | $224,828.73 | -$23,096.27 | -9.32% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 3,874 | $234,548.66 | $294,152.82 | $59,604.16 | 25.41% |