| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,365 | $224,459 | $283,556.75 | $59,097.75 | 26.33% |
Thomas Dobbins New Republic Capital, LLC | 17,981 | $343,441.49 | $448,625.95 | $105,184.46 | 30.63% |
Peter Sigismondi Ramirez Asset Management, Inc. | 402,811 | $6.19M | $10.05M | $3.86M | 62.26% |
| AA Andrew Alkon EntryPoint Capital, LLC | 12,525 | $247,369 | $312,498.75 | $65,129.75 | 26.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 52,124 | $971,110.25 | $1.3M | $329,383.55 | 33.92% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 14,026 | $140,927.49 | $349,948.7 | $209,021.21 | 148.32% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 408,740 | $6.55M | $10.2M | $3.65M | 55.67% |
NICOLE MARTIN Arlington Trust Co LLC | 446 | $8,809 | $11,127.7 | $2,318.7 | 26.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,010 | $170,196.3 | $299,649.5 | $129,453.2 | 76.06% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 707 | $13,667 | $17,639.65 | $3,972.65 | 29.07% |
Syon Capital LLC SYON CAPITAL LLC | 39,080 | $605,311.94 | $975,046 | $369,734.06 | 61.08% |
Kevin Bresler TD Waterhouse Canada Inc. | 6 | $111.17 | $149.7 | $38.53 | 34.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,378 | $376,686.65 | $483,481.1 | $106,794.45 | 28.35% |
James Rankin Modern Wealth Management, LLC | 16,042 | $252,640.21 | $400,247.9 | $147,607.69 | 58.43% |
David Vollmer PFS Partners, LLC | 648 | $12,526.14 | $16,167.6 | $3,641.46 | 29.07% |
Benj Foor Frazier Financial Advisors, LLC | 21 | $415 | $523.95 | $108.95 | 26.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,449 | $110,587.54 | $210,802.55 | $100,215.01 | 90.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,276 | $84,451 | $106,686.2 | $22,235.2 | 26.33% |
Anthony Blagrove Traveka Wealth, LLC | 26,726 | $276,751.77 | $666,813.7 | $390,061.93 | 140.94% |
Michel Del Buono a16z Perennial Management, L.P. | 12,699 | $212,581 | $316,840.05 | $104,259.05 | 49.04% |