| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,815 | $246,487.46 | $308,552.15 | $62,064.69 | 25.18% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 337 | $35,176 | $36,891.39 | $1,715.39 | 4.88% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,386 | $2.54M | $3.52M | $980,137.66 | 38.53% |
| FTM F. Thomas Mosley Mosley Wealth Management | 277 | $30,465.56 | $30,361.97 | -$103.59 | -0.34% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 487 | $37,440.31 | $52,109 | $14,668.69 | 39.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7 | $791 | $767.27 | -$23.73 | -3% |
Corey Saft Sivia Capital Partners, LLC | 2,013 | $221,269.2 | $220,644.93 | -$624.27 | -0.28% |
Kyle Jones Pineridge Advisors LLC | 3,249 | $297,485.15 | $356,122.89 | $58,637.74 | 19.71% |
Fox Hill Wealth Management Fox Hill Wealth Management | 20,647 | $1.58M | $2.26M | $675,193.05 | 42.7% |
Ian Jameson American Capital Advisory, LLC | 9 | $959.67 | $986.49 | $26.82 | 2.79% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,827 | $515,621.67 | $529,087.47 | $13,465.8 | 2.61% |
Kevyn Hill Hilltop National Bank | 2,608 | $255,231.02 | $285,862.88 | $30,631.86 | 12% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 2,165 | $244,680 | $235,660.25 | -$9,019.75 | -3.69% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 14,649 | $1.45M | $1.61M | $157,523.28 | 10.86% |
Adam Stalnaker Rockport Wealth LLC | 2,517 | $241,733 | $275,888.37 | $34,155.37 | 14.13% |
| HAS Hayley A. Snell LRI Investments, LLC | 276 | $28,470.3 | $30,252.36 | $1,782.06 | 6.26% |
David Millar Gen-Wealth Partners Inc | 47 | $3,943.52 | $5,115.95 | $1,172.43 | 29.73% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 8,660 | $671,158.14 | $949,222.6 | $278,064.46 | 41.43% |
Roger Krabbe Bank & Trust Co | 28,956 | $2.06M | $3.17M | $1.11M | 53.85% |
Bruce Barton Parkworth Wealth Management, Inc. | 5 | $480 | $548.05 | $68.05 | 14.18% |