| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,035 | $2.23M | $2.39M | $162,680.16 | 7.31% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 881 | $912,634.54 | $996,763.4 | $84,128.86 | 9.22% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 937 | $901,117.17 | $1.06M | $159,004.63 | 17.65% |
Collin Randall Randall & Associates Wealth Management | 426 | $436,721.15 | $464,506.14 | $27,784.99 | 6.36% |
Kevin Kuhn Kuhn & Co Investment Counsel | 622 | $637,524.08 | $678,222.59 | $40,698.51 | 6.38% |
Corey Saft Sivia Capital Partners, LLC | 2,230 | $2.18M | $2.43M | $251,682.18 | 11.55% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 207 | $212,624.17 | $225,710.73 | $13,086.56 | 6.15% |
| STY Samer T. Yaghnam Unisphere Establishment | 915,500 | $917.85M | $1.07B | $156.7M | 17.07% |
Angela Pompian Sunpointe, LLC | 486 | $511,032.91 | $529,929.54 | $18,896.63 | 3.7% |
Kyle Jones Pineridge Advisors LLC | 5 | $5,142.19 | $5,451.95 | $309.76 | 6.02% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 883 | $902,667.8 | $962,814.38 | $60,146.58 | 6.66% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 847 | $863,792.73 | $962,530.82 | $98,738.09 | 11.43% |
Ashley Meredith Abel Hall, LLC | 211 | $202,417 | $230,072.29 | $27,655.29 | 13.66% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 500 | $536,816.89 | $545,195 | $8,378.11 | 1.56% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 568 | $576,680.13 | $619,341.53 | $42,661.4 | 7.4% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 318 | $308,945.01 | $346,744.02 | $37,799.01 | 12.23% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 261 | $271,971.93 | $302,997.52 | $31,025.59 | 11.41% |
Columbia Bank Columbia Bank | 4,085 | $4.15M | $4.45M | $302,389.87 | 7.28% |
Kelly Harris Glass Wealth Management Co LLC | 726 | $744,229.8 | $791,623.15 | $47,393.35 | 6.37% |
| WL Wealthcollab LLC WealthCollab, LLC | 3 | $3,076 | $3,409.2 | $333.2 | 10.83% |