| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,177 | $2.21M | $2.45M | $234,926.1 | 10.62% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,472 | $426,260.3 | $472,109.04 | $45,848.74 | 10.76% |
| CI CacheTech Inc. CacheTech Inc. | 37,950 | $3.84M | $4.03M | $184,565.86 | 4.8% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,873 | $197,470.57 | $197,732.61 | $262.04 | 0.13% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 9,032 | $896,039.17 | $955,088.84 | $59,049.67 | 6.59% |
Grant Carroll Strategic Financial Partners, Ltd. | 5,517 | $494,127.16 | $581,988.33 | $87,861.17 | 17.78% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,518 | $510,396 | $478,636.92 | -$31,759.08 | -6.22% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 28 | $2,974.71 | $2,957.64 | -$17.07 | -0.57% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 42,286 | $4.17M | $4.48M | $302,607.01 | 7.25% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 4,360 | $420,341.82 | $461,418.8 | $41,076.98 | 9.77% |
Smart Wealth LLC Smart Wealth LLC | 2,746 | $310,189 | $292,764.79 | -$17,424.21 | -5.62% |
| EJK Edward J. King Graney & King LLC | 847 | $95,705 | $89,587.19 | -$6,117.81 | -6.39% |
Bradley Wilson Crews Bank & Trust | 75 | $7,415 | $7,925.25 | $510.25 | 6.88% |
Samira Kadam Synergy Investment Management LLC | 243 | $24,529 | $25,685.1 | $1,156.1 | 4.71% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,472 | $341,054.8 | $366,886.24 | $25,831.44 | 7.57% |
| AIP Alexis Investment Partners LLC Alexis Investment Partners LLC | 63,340 | $7.27M | $6.7M | -$563,092.2 | -7.75% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 167 | $16,514.14 | $17,630.19 | $1,116.05 | 6.76% |
| BR Brian Runkles Frederick Financial Consultants LLC | 110,070 | $10.93M | $11.62M | $690,945.18 | 6.32% |
| PR Philippe Reitzer Banque Transatlantique SA | 4,500 | $454,365 | $475,155 | $20,790 | 4.58% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 314 | $31,080.48 | $33,199.22 | $2,118.74 | 6.82% |