| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 29,197 | $3.71M | $4.59M | $880,610.63 | 23.73% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,574 | $213,700 | $247,480.02 | $33,780.02 | 15.81% |
Amir Har-El Savvy Advisors, Inc. | 5,110 | $691,344.83 | $802,270 | $110,925.17 | 16.04% |
Anthony Blagrove Traveka Wealth, LLC | 2,000 | $201,020 | $313,930 | $112,910 | 56.17% |
Kent Keister Bear Mountain Capital, Inc. | 39,189 | $4.06M | $6.15M | $2.08M | 51.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 574 | $80,656.17 | $89,899.88 | $9,243.71 | 11.46% |
Craig Silberg EVERPAR ADVISORS LLC | 1,370 | $211,391 | $214,343.35 | $2,952.35 | 1.4% |
Jody White Farrow Financial Inc. | 92,788 | $9.43M | $14.55M | $5.12M | 54.3% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,100 | $196,820.26 | $326,340 | $129,519.74 | 65.81% |
Alan Gilmore Private Wealth Management Group, LLC | 1,967 | $198,228.31 | $309,723.82 | $111,495.51 | 56.25% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 39,580 | $4.71M | $6.23M | $1.53M | 32.44% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 2,255 | $233,837.28 | $355,207.6 | $121,370.32 | 51.9% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,000 | $120,369.72 | $156,395 | $36,025.28 | 29.93% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 163 | $23,400.45 | $25,340.79 | $1,940.34 | 8.29% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 9,620 | $1.2M | $1.52M | $314,061.4 | 26.14% |
Philip Smith SWP FINANCIAL LLC | 2,674 | $277,474.97 | $419,617.45 | $142,142.48 | 51.23% |
Robert Santos Arrowroot Family Office, LLC | 3,006 | $274,197.9 | $473,189.49 | $198,991.59 | 72.57% |
Ian Jameson American Capital Advisory, LLC | 112 | $12,089.44 | $17,576.16 | $5,486.72 | 45.38% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,376 | $436,596.26 | $532,023.84 | $95,427.58 | 21.86% |
Janice M. Powell Diversify Advisory Services, LLC | 2,198 | $334,515 | $344,954.12 | $10,439.12 | 3.12% |