| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 859 | $276,463.59 | $378,359.43 | $101,895.84 | 36.86% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,774 | $1.2M | $1.63M | $436,999.17 | 36.53% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 420 | $121,444.52 | $182,817.6 | $61,373.08 | 50.54% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 27,727 | $8.64M | $12.11M | $3.47M | 40.16% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,779 | $801,930.54 | $1.21M | $410,436 | 51.18% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 1,969 | $568,552.49 | $868,722.8 | $300,170.31 | 52.8% |
Brian Distler Lakeridge Wealth Management LLC | 642 | $226,192.96 | $281,003.4 | $54,810.44 | 24.23% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 4 | $1,418 | $1,728.56 | $310.56 | 21.9% |
Corey Saft Sivia Capital Partners, LLC | 585 | $175,605.38 | $253,954.35 | $78,348.97 | 44.62% |
Brandon Hobson Silver Coast Investments LLC | 908 | $261,890.89 | $394,099.24 | $132,208.35 | 50.48% |
Lynda Bartsch Chaney Capital Management, Inc. | 882 | $255,160.55 | $386,717.31 | $131,556.76 | 51.56% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 15 | $4,909 | $6,510.45 | $1,601.45 | 32.62% |
Angela Pompian Sunpointe, LLC | 1,045 | $299,735 | $455,191.55 | $155,456.55 | 51.86% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 1,301 | $360,945.09 | $567,027.84 | $206,082.75 | 57.1% |
Kyle Jones Pineridge Advisors LLC | 15 | $4,328.18 | $6,509.55 | $2,181.37 | 50.4% |
Michael Koch Counterweight Ventures, LLC | 7,631 | $2.21M | $3.36M | $1.15M | 52.33% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,169 | $716,762.74 | $941,584.59 | $224,821.85 | 31.37% |
Ashley Meredith Abel Hall, LLC | 1,570 | $549,704.89 | $690,690.1 | $140,985.21 | 25.65% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2,558 | $736,720.32 | $1.13M | $389,285.7 | 52.84% |
Cornelius T. McDonald III Wealth Group, Ltd. | 16,942 | $5.96M | $7.44M | $1.48M | 24.77% |