| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 5,202 | $762,666 | $782,380.8 | $19,714.8 | 2.58% |
Alana Parm MORTON COMMUNITY BANK | 15,188 | $2.21M | $2.27M | $62,547.61 | 2.83% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 14,857 | $2.09M | $2.23M | $146,267.72 | 7.01% |
Seth Hodes Able Wealth Management LLC | 1,472 | $227,803 | $219,916.8 | -$7,886.2 | -3.46% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,073 | $320,901 | $310,058.61 | -$10,842.39 | -3.38% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 95,954 | $14.07M | $14.34M | $267,598.6 | 1.9% |
Brandon Hobson Silver Coast Investments LLC | 26,604 | $4.1M | $3.97M | -$127,413.68 | -3.11% |
Sean Rooney Prospect Financial Services LLC | 18,650 | $2.72M | $2.79M | $65,591.82 | 2.41% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 4,670 | $694,612.2 | $697,698 | $3,085.8 | 0.44% |
Stacy Creekmur Creekmur Asset Management LLC | 192 | $26,837.57 | $28,867.2 | $2,029.63 | 7.56% |
| CI CacheTech Inc. CacheTech Inc. | 25,702 | $3.75M | $3.84M | $86,926.7 | 2.32% |
Nicholas Jeffries M3 Advisory Group, LLC | 12,162 | $1.69M | $1.82M | $137,819.25 | 8.17% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,530 | $487,299.95 | $527,382 | $40,082.05 | 8.23% |
Michael Bailey MGB Wealth Management, LLC | 2,938 | $402,051.29 | $441,640.16 | $39,588.87 | 9.85% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 57,687 | $8.46M | $8.62M | $160,946.73 | 1.9% |
Lindsey Cooksen Cooksen Wealth, LLC | 36,119 | $4.98M | $5.4M | $415,757.49 | 8.35% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,192 | $444,192.63 | $477,204 | $33,011.37 | 7.43% |
Cory Davis IMZ Advisory Inc | 141,966 | $19.6M | $21.21M | $1.61M | 8.23% |
Robert Santos Arrowroot Family Office, LLC | 4,792 | $638,247.35 | $715,062.24 | $76,814.89 | 12.04% |
| WL Wealthcollab LLC WealthCollab, LLC | 280 | $42,920.58 | $42,148.4 | -$772.18 | -1.8% |