| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 1,830 | $223,132 | $269,028.29 | $45,896.29 | 20.57% |
Peter Sigismondi Ramirez Asset Management, Inc. | 775 | $57,398.22 | $123,527.25 | $66,129.03 | 115.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,930 | $2.47M | $2.93M | $458,559.51 | 18.56% |
Mathieu Cornu Pictet Asset Management Holding SA | 2,854 | $347,988.19 | $419,566.52 | $71,578.33 | 20.57% |
Matthew J. Syverson Sound Stewardship, LLC | 1,697 | $206,880.61 | $249,475.96 | $42,595.35 | 20.59% |
Syon Capital LLC SYON CAPITAL LLC | 23,562 | $2.79M | $3.71M | $920,755.15 | 33.02% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,265 | $795,545.9 | $774,007.62 | -$21,538.28 | -2.71% |
| AK Alisha Kamadia United Community Bank | 115 | $8,397.33 | $18,329.85 | $9,932.52 | 118.28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,127 | $986,508.98 | $1.49M | $502,261.23 | 50.91% |
Ann Keitner Quantum Portfolio Management LLC | 200 | $31,650 | $31,482 | -$168 | -0.53% |
Owen McCabe Tyche Wealth Partners LLC | 1,494 | $236,412 | $226,908.72 | -$9,503.28 | -4.02% |
PETER KRUSSEL Southland Equity Partners LLC | 1,371 | $175,117.78 | $201,550.7 | $26,432.92 | 15.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,776 | $400,997.47 | $408,099.74 | $7,102.27 | 1.77% |
Darin Sadow Freestone Grove Partners LP | 39,806 | $6.3M | $6.27M | -$33,437.54 | -0.53% |
JP Tarbutton LHM, INC. | 58,514 | $5.18M | $9.33M | $4.14M | 79.93% |
Julie Beswick Advantage Trust Co | 4,245 | $417,231.89 | $624,057.43 | $206,825.54 | 49.57% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 401 | $51,220 | $58,951.01 | $7,731.01 | 15.09% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 166 | $20,197.51 | $26,458.74 | $6,261.23 | 31% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,324 | $309,436.57 | $341,651.24 | $32,214.67 | 10.41% |
Margaret Nickens Elm3 Financial Group, LLC | 2,663 | $325,743.87 | $391,487.62 | $65,743.75 | 20.18% |