| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,229 | $167,864.43 | $316,878.97 | $149,014.54 | 88.77% |
| MS Missy Straw Nilsine Partners LLC | 19,935 | $1.25M | $1.49M | $239,367.14 | 19.08% |
Dalila Toledo Ascent Group LLC | 47,577 | $1.67M | $3.56M | $1.89M | 113.24% |
| EM Erin Mccann Simplicity Wealth LLC | 6,088 | $376,674.12 | $456,173.84 | $79,499.72 | 21.11% |
| EW Ed West Values First Advisors Inc. | 9,830 | $422,889.47 | $736,561.9 | $313,672.43 | 74.17% |
Michael Byun SageView Advisory Group LLC | 8,415 | $384,159.12 | $629,189.55 | $245,030.43 | 63.78% |
| TK Taro Kuriyama Axq Capita LLP | 32,388 | $2.36M | $2.42M | $65,099.52 | 2.76% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 6,976 | $222,445.61 | $521,595.52 | $299,149.91 | 134.48% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 3,830 | $231,194.6 | $286,445.7 | $55,251.1 | 23.9% |
Anthony Chaves Dilation Capital Management LP | 150,605 | $10.96M | $11.26M | $302,715.94 | 2.76% |
| MC Molly Crider Walker Asset Management LLC | 5,606 | $226,405.64 | $420,590.15 | $194,184.51 | 85.77% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,930 | $356,452.3 | $443,386.1 | $86,933.8 | 24.39% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 79,110 | $4.98M | $5.92M | $931,652.98 | 18.69% |
Mark Fiskio Empirical Asset Management LLC | 5,065 | $368,630.7 | $378,710.05 | $10,079.35 | 2.73% |
| TG Timothy Gerlach Novem Group | 19,827 | $1.2M | $1.48M | $281,942.77 | 23.49% |
Daniel Ronan Catalyst Financial Partners LLC | 11,129 | $416,790.34 | $833,228.23 | $416,437.89 | 99.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,409 | $889,312.77 | $1.61M | $716,362.23 | 80.55% |
Jeffrey Gilbert Balboa Wealth Partners | 6,062 | $317,175.28 | $453,861.94 | $136,686.66 | 43.09% |
| SM Sean Murray Quantum Financial Advisors LLC | 3,374 | $184,340.46 | $252,611.38 | $68,270.92 | 37.04% |
| EL Edward Lowndes Angeles Wealth Management LLC | 13,078 | $802,274.2 | $979,149.86 | $176,875.66 | 22.05% |