| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,857 | $336,613.05 | $669,795.08 | $333,182.03 | 98.98% |
Mark Perrault Intergy Private Wealth LLC | 930 | $211,082.1 | $218,029.2 | $6,947.1 | 3.29% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 14,558 | $1.22M | $3.41M | $2.19M | 179.98% |
Jeremy Baltz Raleigh Capital Management Inc. | 10 | $1,977.1 | $2,344.4 | $367.3 | 18.58% |
Allison Tronnes Forum Financial Management LP | 1,630 | $308,003.82 | $382,137.2 | $74,133.38 | 24.07% |
| DC Debora Caley Richwood Investment Advisors LLC | 5,808 | $889,843.68 | $1.36M | $471,783.84 | 53.02% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,975 | $390,547 | $463,019 | $72,472 | 18.56% |
William Jollie Quent Capital LLC | 2,048 | $377,010.56 | $485,212.16 | $108,201.6 | 28.7% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,115 | $224,439.04 | $495,840.6 | $271,401.56 | 120.92% |
Jonathan Straus Commons Capital LLC | 1,957 | $205,872.69 | $458,799.08 | $252,926.39 | 122.86% |
Missy Straw Nilsine Partners LLC | 17,946 | $2.67M | $4.21M | $1.53M | 57.38% |
Dalila Toledo Ascent Group LLC | 23,065 | $3.61M | $5.41M | $1.8M | 49.86% |
| EM Erin Mccann Simplicity Wealth LLC | 4,100 | $758,115.16 | $974,857 | $216,741.84 | 28.59% |
Ed West Values First Advisors Inc. | 163 | $31,282.93 | $38,213.72 | $6,930.79 | 22.16% |
Michael Byun SageView Advisory Group LLC | 940 | $174,601 | $220,373.6 | $45,772.6 | 26.22% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,474 | $286,083.9 | $814,444.56 | $528,360.66 | 184.69% |
James Peterson Nearwater Capital Markets Ltd. | 14,600 | $2.89M | $3.42M | $536,258 | 18.58% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 195 | $30,514.05 | $45,715.8 | $15,201.75 | 49.82% |
Jaimie Palmer Beacon Capital Management LLC | 958 | $217,437.26 | $224,593.52 | $7,156.26 | 3.29% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 979 | $222,203.63 | $229,516.76 | $7,313.13 | 3.29% |