| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,672 | $573,785.19 | $1.48M | $901,292.41 | 157.08% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,000 | $204,740 | $507,670.01 | $302,930.01 | 147.96% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,230 | $848,893.62 | $624,434.11 | -$224,459.51 | -26.44% |
Ryan M Palmer Optimist Retirement Group LLC | 1,199 | $431,154 | $646,620.69 | $215,466.69 | 49.97% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,824 | $968,873.19 | $1.94M | $972,456.93 | 100.37% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 320 | $65,315.29 | $162,454.4 | $97,139.11 | 148.72% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 2,200 | $362,600.37 | $1.12M | $754,273.65 | 208.02% |
Tammy Trenta FF Advisors,LLC | 507 | $175,193.58 | $257,388.7 | $82,195.12 | 46.92% |
Seth Hodes Able Wealth Management LLC | 320 | $231,360 | $162,454.4 | -$68,905.6 | -29.78% |
Kevin Kuhn Kuhn & Co Investment Counsel | 556 | $401,988 | $282,264.53 | -$119,723.47 | -29.78% |
Brian Distler Lakeridge Wealth Management LLC | 301 | $217,656 | $152,808.67 | -$64,847.33 | -29.79% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 202 | $33,236.42 | $102,549.34 | $69,312.92 | 208.55% |
Corey Saft Sivia Capital Partners, LLC | 1,372 | $239,440.78 | $696,523.25 | $457,082.47 | 190.9% |
Brandon Hobson Silver Coast Investments LLC | 2,412 | $404,349.04 | $1.22M | $820,151.02 | 202.83% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 7 | $1,798 | $3,553.69 | $1,755.69 | 97.65% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 613 | $443,199 | $311,201.72 | -$131,997.28 | -29.78% |
Angela Pompian Sunpointe, LLC | 3,554 | $1.47M | $1.8M | $334,575.69 | 22.77% |
D. Garet Strange Hobbs Group Advisors, LLC | 967 | $177,072.81 | $490,916.9 | $313,844.09 | 177.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,222 | $1.93M | $2.82M | $882,587.07 | 45.64% |
Ashley Meredith Abel Hall, LLC | 3,043 | $858,663.72 | $1.54M | $686,176.12 | 79.91% |