| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 420 | $102,904.57 | $154,312.2 | $51,407.63 | 49.96% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 875 | $209,378.64 | $341,083.75 | $131,705.11 | 62.9% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4 | $1,272.56 | $1,469.64 | $197.08 | 15.49% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,885 | $451,329.38 | $734,000.17 | $282,670.79 | 62.63% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 997 | $219,352.47 | $382,773.22 | $163,420.75 | 74.5% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 27,327 | $5.65M | $10.49M | $4.84M | 85.7% |
Collin Randall Randall & Associates Wealth Management | 847 | $191,381.8 | $311,196.27 | $119,814.47 | 62.6% |
Kevin Kuhn Kuhn & Co Investment Counsel | 852 | $204,889.14 | $313,033.32 | $108,144.18 | 52.78% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 106 | $31,092.34 | $38,945.46 | $7,853.12 | 25.26% |
Corey Saft Sivia Capital Partners, LLC | 820 | $187,480.45 | $301,276.2 | $113,795.75 | 60.7% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 627 | $126,895.59 | $230,366.07 | $103,470.48 | 81.54% |
| STY Samer T. Yaghnam Unisphere Establishment | 400,000 | $158.87M | $155.76M | -$3.11M | -1.96% |
Angela Pompian Sunpointe, LLC | 848 | $212,087.62 | $311,563.68 | $99,476.06 | 46.9% |
Kyle Jones Pineridge Advisors LLC | 51 | $10,808.71 | $18,737.91 | $7,929.2 | 73.36% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,841 | $1.44M | $2.15M | $709,526.77 | 49.39% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,436 | $425,510.51 | $551,316.3 | $125,805.79 | 29.57% |
Ashley Meredith Abel Hall, LLC | 2,848 | $711,547.97 | $1.05M | $334,835.71 | 47.06% |
Erik Roemer GERBER, LLC | 1,527 | $304,046.18 | $561,035.07 | $256,988.89 | 84.52% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 730 | $232,590.37 | $284,561.3 | $51,970.93 | 22.34% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 622 | $247,040 | $228,529.02 | -$18,510.98 | -7.49% |