| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 21,101 | $3.73M | $4.74M | $1.01M | 27.1% |
Todd A. Rustman Clarity Capital Partners LLC | 2,995 | $452,294.68 | $656,863.43 | $204,568.75 | 45.23% |
D. Garet Strange Hobbs Group Advisors, LLC | 6,260 | $1.12M | $1.37M | $250,516.85 | 22.32% |
Kyle Jones Pineridge Advisors LLC | 186 | $28,751.07 | $40,793.52 | $12,042.45 | 41.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,112 | $1.97M | $2.28M | $315,386.68 | 16.04% |
Ashley Meredith Abel Hall, LLC | 9,294 | $1.37M | $2.04M | $670,816.91 | 49.05% |
Darin Pilacinski True Vision MN LLC | 23,961 | $3.98M | $5.26M | $1.27M | 31.92% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 4,255 | $754,454.32 | $933,206.64 | $178,752.32 | 23.69% |
Philip Smith SWP FINANCIAL LLC | 5,083 | $920,654.85 | $1.11M | $194,148.76 | 21.09% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,344 | $226,823.22 | $294,766.09 | $67,942.87 | 29.95% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,265 | $231,267 | $277,439.81 | $46,172.81 | 19.97% |
Michael Bailey MGB Wealth Management, LLC | 221 | $39,644.33 | $48,469.72 | $8,825.39 | 22.26% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 4,298 | $790,636.58 | $942,637.4 | $152,000.82 | 19.23% |
Douglas E. Morisoli Fairman Group, LLC | 19 | $2,797 | $4,167.08 | $1,370.08 | 48.98% |
Donald O. Dempster DLK Investment Management, LLC | 3,940 | $864,554.16 | $864,120.84 | -$433.32 | -0.05% |
Ian Jameson American Capital Advisory, LLC | 451 | $74,314.12 | $98,913.32 | $24,599.2 | 33.1% |
Chris M. Frantz Catalina Capital Group, LLC | 4,606 | $748,686.61 | $1.01M | $261,501.36 | 34.93% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,482 | $864,907.17 | $982,992.28 | $118,085.11 | 13.65% |
David Hobbs Hobbs Wealth Management, LLC | 1,700 | $310,794 | $382,211 | $71,417 | 22.98% |
David Maxey Heritage Family Offices, LLP | 2,558 | $444,838.29 | $561,020.59 | $116,182.3 | 26.12% |