| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,670 | $235,721 | $344,437.5 | $108,716.5 | 46.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,516 | $396,004.06 | $518,220.52 | $122,216.46 | 30.86% |
Dane Grouell Turning Point Benefit Group, Inc. | 7,307 | $1.42M | $1.6M | $180,296.18 | 12.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,368 | $364,303.72 | $491,123.2 | $126,819.48 | 34.81% |
Sam Tedawes Quantessence Capital LLC | 2,818 | $397,761 | $610,435.16 | $212,674.16 | 53.47% |
Joshua Stipcich Tidemark, LLC | 17 | $3,707.35 | $3,690.02 | -$17.33 | -0.47% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,357 | $324,586.65 | $299,612.02 | -$24,974.63 | -7.69% |
Matthew Stead Sachetta, LLC | 23 | $3,236.91 | $4,979.38 | $1,742.47 | 53.83% |
Alan Gilmore Private Wealth Management Group, LLC | 26 | $3,647.96 | $5,731.18 | $2,083.22 | 57.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 13,092 | $2.58M | $2.89M | $306,505.17 | 11.88% |
Corey Saft Sivia Capital Partners, LLC | 1,729 | $244,048 | $352,845.67 | $108,797.67 | 44.58% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,174 | $234,119.08 | $242,137.5 | $8,018.42 | 3.42% |
| WL Wealthcollab LLC WealthCollab, LLC | 28 | $6,204 | $6,083.28 | -$120.72 | -1.95% |
Ian Jameson American Capital Advisory, LLC | 1,097 | $167,224.88 | $238,065.45 | $70,840.57 | 42.36% |
Mark Weiskind Fairway Wealth LLC | 592 | $83,561 | $121,934.24 | $38,373.24 | 45.92% |
Janice M. Powell Diversify Advisory Services, LLC | 2,783 | $409,959 | $601,016.68 | $191,057.68 | 46.6% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 28,064 | $4.38M | $6.19M | $1.8M | 41.12% |
Joe Miller Miller Financial Services LLC | 1,817 | $416,585.23 | $386,185.18 | -$30,400.05 | -7.3% |
DAVID REICHERT Atlatl Advisers LLC | 35 | $4,940 | $7,169.05 | $2,229.05 | 45.12% |
| HAS Hayley A. Snell LRI Investments, LLC | 2 | $282 | $440.86 | $158.86 | 56.33% |