| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 9,287 | $2.07M | $2.67M | $603,715.14 | 29.22% |
Andrew Panko Tenon Financial LLC | 711 | $202,281 | $202,940.73 | $659.73 | 0.33% |
James J. Karabas Embree Financial Group | 6,337 | $1.36M | $1.81M | $451,526.09 | 33.29% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 1,291 | $391,177 | $367,683.25 | -$23,493.75 | -6.01% |
Brian Krause Cascade Financial Partners, LLC | 5,744 | $1.32M | $1.64M | $323,461.71 | 24.58% |
Janice M. Powell Diversify Advisory Services, LLC | 54,872 | $16.29M | $15.71M | -$576,009.64 | -3.54% |
Joel mittelman Mittelman Wealth Management | 1,848 | $437,955.49 | $527,936.64 | $89,981.15 | 20.55% |
Kevyn Hill Hilltop National Bank | 452 | $124,456.91 | $128,383.82 | $3,926.91 | 3.16% |
Taylor Faw Strathmore Capital Advisors, Inc. | 751 | $196,701.92 | $216,648.48 | $19,946.56 | 10.14% |
Michael D. Kim Marathon Strategic Advisors, LLC | 3,024 | $661,237.75 | $864,228.96 | $202,991.21 | 30.7% |
Brady Green GGM Financials LLC | 117 | $29,804.79 | $33,409.35 | $3,604.56 | 12.09% |
Gillian Curran Prospect Financial Group LLC | 927 | $222,740 | $265,409.37 | $42,669.37 | 19.16% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 869 | $205,936 | $248,568.76 | $42,632.76 | 20.7% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 923 | $221,326.17 | $265,357.88 | $44,031.71 | 19.89% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 8,928 | $2.63M | $2.56M | -$66,034.42 | -2.51% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,355 | $838,492.92 | $1.25M | $415,616.43 | 49.57% |
Josephine Lee New Insight Wealth Advisors | 1,662 | $390,199.43 | $478,556.28 | $88,356.85 | 22.64% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 190 | $49,764.63 | $53,951.45 | $4,186.82 | 8.41% |
Venkatram Krishnamurthy V2 Financial group LLC | 3,616 | $759,425.53 | $1.04M | $281,873.99 | 37.12% |
Joe Miller Miller Financial Services LLC | 845 | $200,347.91 | $243,600.82 | $43,252.91 | 21.59% |