| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schoolcraft Capital LLC Schoolcraft Capital LLC | 41,021 | $782,022.56 | $1.24M | $458,042.27 | 58.57% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,093 | $25,132.65 | $32,790 | $7,657.35 | 30.47% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 23,931 | $616,124.93 | $723,912.75 | $107,787.82 | 17.49% |
NICOLE MARTIN Arlington Trust Co LLC | 6,489 | $129,717.06 | $194,605.11 | $64,888.05 | 50.02% |
Chris Kleine Park Capital Management, LLC / WI | 52,790 | $1.3M | $1.59M | $295,738.67 | 22.8% |
Matthew J. Syverson Sound Stewardship, LLC | 8,031 | $144,521.1 | $242,777.13 | $98,256.03 | 67.99% |
MICHAEL DE LUZ Williams & Novak, LLC | 24,693 | $474,554.42 | $748,444.83 | $273,890.41 | 57.72% |
Syon Capital LLC SYON CAPITAL LLC | 10,553 | $257,915.28 | $319,333.78 | $61,418.5 | 23.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,110 | $27,593.11 | $33,300 | $5,706.89 | 20.68% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 15,159 | $392,667.76 | $459,469.29 | $66,801.53 | 17.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 202,003 | $4.68M | $6.06M | $1.38M | 29.43% |
James Rankin Modern Wealth Management, LLC | 2.06M | $54.1M | $62.33M | $8.23M | 15.21% |
Joseph C. Gissy Tactive Advisors, LLC | 40,188 | $1.06M | $1.21M | $148,773.26 | 13.99% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 14,964 | $365,719.93 | $451,463.88 | $85,743.95 | 23.45% |
Menachem Striks Morton Capital Management LLC/CA | 20,945 | $362,163.09 | $634,842.95 | $272,679.86 | 75.29% |
David Vollmer PFS Partners, LLC | 1,785 | $47,017 | $53,621.4 | $6,604.4 | 14.05% |
Benj Foor Frazier Financial Advisors, LLC | 2,429 | $54,038.86 | $72,990.96 | $18,952.1 | 35.07% |
Amir Har-El Savvy Advisors, Inc. | 551,255 | $12.25M | $16.69M | $4.44M | 36.23% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,531 | $24,680.8 | $45,822.83 | $21,142.03 | 85.66% |
United Advisor Group LLC United Advisor Group, LLC | 407,165 | $9.07M | $12.21M | $3.14M | 34.67% |