| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,480 | $471,088.08 | $620,831.97 | $149,743.89 | 31.79% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,743 | $609,994.23 | $646,116.66 | $36,122.43 | 5.92% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,486 | $459,387.95 | $429,133.32 | -$30,254.63 | -6.59% |
| KS Kristi Shields ROGCO, LP | 3,394 | $527,570.06 | $585,872.28 | $58,302.22 | 11.05% |
Syon Capital LLC SYON CAPITAL LLC | 4,923 | $856,904.5 | $863,937.27 | $7,032.77 | 0.82% |
Florian Peters denkapparat Operations GmbH | 7,626 | $1.14M | $1.32M | $180,147.1 | 15.85% |
Kevin Bresler TD Waterhouse Canada Inc. | 686,147 | $102.17M | $122.41M | $20.24M | 19.81% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 5,857 | $919,746.99 | $1.01M | $91,288.35 | 9.93% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,120 | $954,767.58 | $1.06M | $101,666.82 | 10.65% |
| AK Alisha Kamadia United Community Bank | 2,206 | $316,093.07 | $380,799.72 | $64,706.65 | 20.47% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,467 | $271,170.22 | $259,189.56 | -$11,980.66 | -4.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,653 | $8.93M | $9.39M | $461,968.92 | 5.17% |
Robert Shea NEOS Investment Management LLC | 797,157 | $125.4M | $137.61M | $12.2M | 9.73% |
RENEE PILKENTON Exchange Bank | 1,235 | $228,215 | $213,185.7 | -$15,029.3 | -6.59% |
Savoie Capital LLC Savoie Capital LLC | 76,383 | $12.94M | $13.5M | $557,242.4 | 4.31% |
Mark Weber DecisionMap Wealth Management, LLC | 1,188 | $219,531 | $205,072.56 | -$14,458.44 | -6.59% |
James Rankin Modern Wealth Management, LLC | 16,997 | $2.9M | $3M | $101,329.08 | 3.49% |
Menachem Striks Morton Capital Management LLC/CA | 1,477 | $252,288.4 | $254,959.74 | $2,671.34 | 1.06% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 146,026 | $23.27M | $25.21M | $1.94M | 8.33% |
David Vollmer PFS Partners, LLC | 525 | $96,591.53 | $90,625.5 | -$5,966.03 | -6.18% |