| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Eric Myers Carrera Capital Advisors | 10,625 | $661,773.91 | $918,531.25 | $256,757.34 | 38.8% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,625 | $309,192.33 | $313,381.25 | $4,188.92 | 1.35% |
Gregory A. Brown Brown Financial Advisors | 5,185 | $434,367.1 | $448,243.25 | $13,876.15 | 3.19% |
Teresa Coleman Creekside Partners | 9,537 | $566,402 | $824,473.65 | $258,071.65 | 45.56% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 3,056 | $224,480.87 | $264,191.2 | $39,710.33 | 17.69% |
Tuomas Suomela S-Bank Fund Management Ltd | 191,127 | $14.47M | $16.52M | $2.06M | 14.2% |
Taryn Anderson YANKCOM Partnership | 103 | $9,600 | $8,904.35 | -$695.65 | -7.25% |
David Levy Diversified Enterprises LLC | 9,593 | $638,491.62 | $829,314.85 | $190,823.23 | 29.89% |
Pines Wealth Management LLC Pines Wealth Management LLC | 8,650 | $645,455.44 | $747,792.5 | $102,337.06 | 15.86% |
Caleb Pearson Compass Financial Services Inc. | 3,442 | $261,634.07 | $297,560.9 | $35,926.83 | 13.73% |
Matthew Riley Hickory Point Bank & Trust | 2,800 | $196,671.93 | $242,060 | $45,388.07 | 23.08% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 23,123 | $1.84M | $2M | $156,452.38 | 8.49% |
Seneschal Advisors LLC Seneschal Advisors LLC | 24 | $2,012 | $2,074.8 | $62.8 | 3.12% |
Jared Machen BWM Planning LLC | 61,340 | $3.5M | $5.3M | $1.8M | 51.49% |
Curtis Harrell Tounjian Advisory Partners LLC | 245 | $17,587.93 | $21,372.57 | $3,784.64 | 21.52% |
Bryan Buchert Kera Capital Partners Inc. | 3,300 | $267,330.42 | $285,285 | $17,954.58 | 6.72% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 460,060 | $32.81M | $39.77M | $6.96M | 21.21% |
Aldis Birkans Bank of Jackson Hole Trust | 705 | $54,111.42 | $60,947.25 | $6,835.83 | 12.63% |
William Staveacre Aster Capital Management (DIFC) Ltd. | 9,690 | $771,420.9 | $837,700.5 | $66,279.6 | 8.59% |
von Borstel & Associates Inc. von Borstel & Associates Inc. | 2,973 | $249,100.03 | $257,015.85 | $7,915.82 | 3.18% |