| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 380 | $106,147.49 | $101,254.8 | -$4,892.69 | -4.61% |
Corey Saft Sivia Capital Partners, LLC | 3,066 | $686,631 | $816,966.33 | $130,335.33 | 18.98% |
Angela Pompian Sunpointe, LLC | 3,199 | $753,510.8 | $852,405.51 | $98,894.71 | 13.12% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 10,473 | $2.35M | $2.79M | $445,207.48 | 18.98% |
Kyle Jones Pineridge Advisors LLC | 18 | $4,347.43 | $4,796.28 | $448.85 | 10.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,587 | $431,443.81 | $430,616.58 | -$827.23 | -0.19% |
Ashley Meredith Abel Hall, LLC | 3,259 | $722,699.44 | $868,393.11 | $145,693.67 | 20.16% |
Cornelius T. McDonald III Wealth Group, Ltd. | 23,421 | $5.33M | $6.24M | $909,370.32 | 17.06% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,983 | $1.18M | $1.33M | $148,548.24 | 12.6% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,110 | $498,558.6 | $562,230.58 | $63,671.98 | 12.77% |
Michael Bailey MGB Wealth Management, LLC | 3,321 | $779,504.5 | $884,913.63 | $105,409.13 | 13.52% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,242 | $798,516.53 | $863,863.29 | $65,346.76 | 8.18% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,194 | $320,850.79 | $318,153.23 | -$2,697.56 | -0.84% |
Columbia Bank Columbia Bank | 2,802 | $728,129.38 | $746,620.89 | $18,491.51 | 2.54% |
Cory Davis IMZ Advisory Inc | 1,249 | $291,988.2 | $332,808.53 | $40,820.33 | 13.98% |
| WL Wealthcollab LLC WealthCollab, LLC | 262 | $61,039 | $71,091.08 | $10,052.08 | 16.47% |
Ian Jameson American Capital Advisory, LLC | 24 | $5,522.94 | $6,395.04 | $872.1 | 15.79% |
Richard Zipkis Granite Group Advisors, LLC | 8,558 | $1.83M | $2.28M | $454,944.49 | 24.92% |
Michael Stringer Lane & Associates LLC | 2,831 | $713,231.53 | $754,348.23 | $41,116.7 | 5.76% |
Ryan Visniski Bryce Point Capital, LLC | 1,843 | $540,921 | $491,085.76 | -$49,835.24 | -9.21% |