| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Kahn Triavera Capital LLC | 34,553 | $6.51M | $7.33M | $820,658.54 | 12.6% |
Alan Gilmore Private Wealth Management Group, LLC | 377 | $54,889.01 | $72,723.3 | $17,834.29 | 32.49% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 950 | $165,439.17 | $183,254.99 | $17,815.82 | 10.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 107,014 | $15.96M | $22.71M | $6.76M | 42.35% |
Angela Mari Abich Financial Wealth Management LLC | 25 | $5,399 | $4,822.5 | -$576.5 | -10.68% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,775 | $453,224.65 | $539,099.25 | $85,874.6 | 18.95% |
| FTM F. Thomas Mosley Mosley Wealth Management | 375 | $64,382.5 | $72,337.5 | $7,955 | 12.36% |
Ryan M Palmer Optimist Retirement Group LLC | 2,616 | $402,563.46 | $556,894.08 | $154,330.62 | 38.34% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,145 | $370,367.83 | $454,868.7 | $84,500.87 | 22.82% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 175 | $26,395.7 | $37,252.25 | $10,856.55 | 41.13% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,196 | $213,176 | $230,708.39 | $17,532.39 | 8.22% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 231 | $42,949.99 | $44,559.9 | $1,609.91 | 3.75% |
Corey Saft Sivia Capital Partners, LLC | 7,600 | $1.28M | $1.47M | $186,101.12 | 14.54% |
Angela Pompian Sunpointe, LLC | 1,342 | $232,232.58 | $258,871.79 | $26,639.21 | 11.47% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,967 | $1.24M | $1.34M | $102,111.23 | 8.22% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,956 | $348,637.46 | $416,393.28 | $67,755.82 | 19.43% |
Ashley Meredith Abel Hall, LLC | 1,953 | $418,357.99 | $376,733.68 | -$41,624.31 | -9.95% |
Nitin Kumbhani Accent Capital Management, LLC | 5,000 | $891,200 | $1.06M | $170,100 | 19.09% |
Nicholas Jeffries M3 Advisory Group, LLC | 3,363 | $500,018.43 | $648,722.67 | $148,704.24 | 29.74% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,419 | $502,502.8 | $518,694.07 | $16,191.27 | 3.22% |