| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 1,830 | $223,132 | $279,129.9 | $55,997.9 | 25.1% |
Peter Sigismondi Ramirez Asset Management, Inc. | 775 | $57,398.22 | $118,218.5 | $60,820.28 | 105.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,387 | $1.12M | $1.76M | $637,155.94 | 56.92% |
Mathieu Cornu Pictet Asset Management Holding SA | 2,854 | $347,988.19 | $434,578.58 | $86,590.39 | 24.88% |
Jae Cho Marex Group plc | 3,588 | $458,295 | $546,344.76 | $88,049.76 | 19.21% |
Matthew J. Syverson Sound Stewardship, LLC | 1,697 | $206,880.61 | $258,037.33 | $51,156.72 | 24.73% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 446 | $54,381.18 | $67,765.24 | $13,384.06 | 24.61% |
Syon Capital LLC SYON CAPITAL LLC | 14,032 | $1.28M | $2.13M | $852,035.44 | 66.57% |
Kevin Bresler TD Waterhouse Canada Inc. | 829 | $101,088.21 | $126,107.48 | $25,019.27 | 24.75% |
| AK Alisha Kamadia United Community Bank | 115 | $8,397.33 | $17,473.1 | $9,075.77 | 108.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,127 | $986,508.98 | $1.54M | $552,187.4 | 55.97% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 367 | $46,877 | $55,802.35 | $8,925.35 | 19.04% |
PETER KRUSSEL Southland Equity Partners LLC | 7,736 | $988,119 | $1.18M | $188,178.48 | 19.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,256 | $160,429 | $190,974.8 | $30,545.8 | 19.04% |
JP Tarbutton LHM, INC. | 73,760 | $6.69M | $11.22M | $4.53M | 67.65% |
Julie Beswick Advantage Trust Co | 3,645 | $322,281.93 | $562,277.66 | $239,995.73 | 74.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 401 | $51,220 | $61,076.31 | $9,856.31 | 19.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 166 | $20,197.51 | $25,223.7 | $5,026.19 | 24.89% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,324 | $309,436.57 | $353,131.8 | $43,695.23 | 14.12% |
Margaret Nickens Elm3 Financial Group, LLC | 2,770 | $338,790.39 | $421,898.7 | $83,108.31 | 24.53% |