| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 1,294 | $229,038 | $286,116.34 | $57,078.34 | 24.92% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 1,770 | $342,916.82 | $394,002 | $51,085.18 | 14.9% |
David Novak Novak & Powell Financial Services, Inc. | 6,013 | $1.57M | $1.34M | -$227,909.94 | -14.54% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,294 | $278,149.67 | $288,199.68 | $10,050.01 | 3.61% |
Dana Zucker Gray Foundation | 26,400 | $5.73M | $5.88M | $147,840 | 2.58% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 90,647 | $22.38M | $20.19M | -$2.19M | -9.8% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,572 | $3.1M | $3.01M | -$97,957.95 | -3.16% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,316 | $1.32M | $1.4M | $75,350.36 | 5.69% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,095 | $1.01M | $1.13M | $124,239.7 | 12.34% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,712 | $442,840.2 | $378,677.28 | -$64,162.92 | -14.49% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 809 | $148,189.23 | $179,533.28 | $31,344.05 | 21.15% |
Lynda Bartsch Chaney Capital Management, Inc. | 2,452 | $619,917.09 | $546,109.44 | -$73,807.65 | -11.91% |
Angela Pompian Sunpointe, LLC | 1,351 | $243,697.95 | $300,894.72 | $57,196.77 | 23.47% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,830 | $1.32M | $1.52M | $198,778.32 | 15.03% |
Kyle Jones Pineridge Advisors LLC | 516 | $133,860.07 | $114,758.4 | -$19,101.67 | -14.27% |
Sean Rooney Prospect Financial Services LLC | 42,566 | $7.65M | $9.42M | $1.78M | 23.21% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 36,321 | $7.23M | $8.09M | $860,444.12 | 11.9% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,556 | $327,780.54 | $345,400.88 | $17,620.34 | 5.38% |
Stacy Creekmur Creekmur Asset Management LLC | 282 | $72,521.51 | $62,581.44 | -$9,940.07 | -13.71% |
Ashley Meredith Abel Hall, LLC | 2,395 | $520,002 | $533,414.4 | $13,412.4 | 2.58% |