| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 58,985 | $624,660.48 | $1.07M | $450,046.22 | 72.05% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 54,304 | $559,866.13 | $992,405.6 | $432,539.47 | 77.26% |
William Jollie Quent Capital LLC | 3,722 | $40,318.69 | $67,814.84 | $27,496.15 | 68.2% |
Marc H. Stone Tyler-Stone Wealth Management | 36,111 | $394,810.22 | $666,609.06 | $271,798.84 | 68.84% |
Taro Kuriyama Axq Capita LLP | 76,086 | $1.04M | $1.38M | $336,665.69 | 32.34% |
Dan Mohr Retireful LLC | 28,296 | $377,156.77 | $512,723.52 | $135,566.75 | 35.94% |
Katie Christensen iSAM Funds UKK) Ltd | 13,700 | $217,556 | $252,217 | $34,661 | 15.93% |
Kristen Williams Athena Investment Management | 65,637 | $741,570.75 | $1.2M | $457,945.42 | 61.75% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 297 | $2,586.87 | $5,469.25 | $2,882.38 | 111.42% |
Mark Fiskio Empirical Asset Management LLC | 36,456 | $578,921.28 | $671,701.8 | $92,780.52 | 16.03% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 32 | $338.53 | $579.04 | $240.51 | 71.05% |
Nadine Hofstetter Northwest Bank & Trust Co. | 11 | $116.22 | $203.66 | $87.44 | 75.24% |
| MK Malinda Khauv Cercano Management LLC | 1,787 | $28,377.56 | $32,657.42 | $4,279.86 | 15.08% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 68 | $711.96 | $1,251.88 | $539.92 | 75.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,173 | $219,673.81 | $293,459.08 | $73,785.27 | 33.59% |
CJ Harrison DecisionPoint Financial LLC | 38 | $615 | $692.36 | $77.36 | 12.58% |
Mark Mowrey Signature Resources Capital Management LLC | 38 | $545.17 | $698.44 | $153.27 | 28.11% |
Junaid Subhan Sagard Holdings Management Inc. | 148 | $1,322 | $2,690.17 | $1,368.17 | 103.49% |
Anita Woodhouse V-Square Quantitative Management LLC | 20,406 | $192,969.23 | $371,797.32 | $178,828.09 | 92.67% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 17,063 | $168,000.59 | $314,471.09 | $146,470.5 | 87.18% |