| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Bradford Surenkamp SAGE ADVISORS, LLC | 1,384 | $451,221.45 | $501,589.28 | $50,367.83 | 11.16% |
| GHH Grace H. Holt GG Group Ventures, LLC | 785 | $317,014 | $282,494.02 | -$34,519.98 | -10.89% |
David A Rozenson Fairscale Capital, LLC | 5,591 | $1.16M | $1.97M | $813,527.7 | 70.21% |
Chris Bulman Inc. Chris Bulman Inc | 6,416 | $1.85M | $2.33M | $488,183.75 | 26.45% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,863 | $1.25M | $1.37M | $117,327.38 | 9.36% |
Scott Geppert Stonekeep Investments, LLC | 12,527 | $4.66M | $4.54M | -$120,268.86 | -2.58% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 646 | $206,151.79 | $234,349.42 | $28,197.63 | 13.68% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,683 | $749,453.67 | $613,588.14 | -$135,865.53 | -18.13% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 2,131 | $958,353.22 | $772,359.64 | -$185,993.58 | -19.41% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 953 | $397,788 | $343,323.01 | -$54,464.99 | -13.69% |
Jane King Fairfield Financial Advisors, LTD | 1,214 | $389,361.77 | $434,794.1 | $45,432.33 | 11.67% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,498 | $584,294.57 | $544,463.08 | -$39,831.49 | -6.82% |
Eric Schmid Ted Buchan & Co | 1,674 | $363,248.15 | $605,787.12 | $242,538.97 | 66.77% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 3 | $1,334.16 | $1,075.29 | -$258.87 | -19.4% |
Samantha Cox Capital Investment Counsel, LLC | 1,114 | $495,533.31 | $398,979.1 | -$96,554.21 | -19.48% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,619 | $1.51M | $1.69M | $186,242.38 | 12.35% |
Heather Fowler A4 Wealth Advisors LLC | 479 | $201,467 | $172,562.14 | -$28,904.86 | -14.35% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 37,572 | $13.45M | $13.47M | $15,074.37 | 0.11% |
Greg Reidy Granite FO LLC | 37 | $9,680 | $13,410.28 | $3,730.28 | 38.54% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 726 | $307,158.82 | $261,984.36 | -$45,174.46 | -14.71% |