| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 8,109 | $296,968.14 | $502,352.55 | $205,384.41 | 69.16% |
Brian Distler Lakeridge Wealth Management LLC | 4,852 | $251,564.09 | $300,581.4 | $49,017.31 | 19.49% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,104 | $89,748.51 | $130,342.8 | $40,594.29 | 45.23% |
Corey Saft Sivia Capital Partners, LLC | 36,831 | $2.09M | $2.28M | $196,615.22 | 9.43% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 9,219 | $313,978.2 | $583,101.75 | $269,123.55 | 85.71% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,151 | $56,868.44 | $71,304.45 | $14,436.01 | 25.38% |
| STY Samer T. Yaghnam Unisphere Establishment | 4.77M | $217.26M | $295.75M | $78.49M | 36.13% |
Angela Pompian Sunpointe, LLC | 30,312 | $1.45M | $1.88M | $431,368 | 29.82% |
Todd A. Rustman Clarity Capital Partners LLC | 8,615 | $303,834.45 | $533,699.25 | $229,864.8 | 75.65% |
D. Garet Strange Hobbs Group Advisors, LLC | 26,021 | $886,193.79 | $1.61M | $725,807.16 | 81.9% |
Kyle Jones Pineridge Advisors LLC | 75 | $3,293.06 | $4,646.25 | $1,353.19 | 41.09% |
Jay S. Arce Taylor Financial Group, Inc. | 4,363 | $206,457 | $270,287.85 | $63,830.85 | 30.92% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 49,273 | $2.01M | $3.05M | $1.04M | 51.89% |
Scott Wallace Shorepath Capital Management LLC | 266,778 | $9.1M | $16.53M | $7.42M | 81.56% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 28,037 | $1.4M | $1.77M | $372,856.92 | 26.67% |
Ashley Meredith Abel Hall, LLC | 10,381 | $572,414.54 | $643,102.95 | $70,688.41 | 12.35% |
Darin Pilacinski True Vision MN LLC | 4,218 | $230,427.53 | $261,305.1 | $30,877.57 | 13.4% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $4,875 | $6,195 | $1,320 | 27.08% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 95,494 | $3.22M | $5.92M | $2.7M | 83.84% |
Cornelius T. McDonald III Wealth Group, Ltd. | 22,994 | $1.31M | $1.42M | $114,280.18 | 8.72% |