| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kuhn Kuhn & Co Investment Counsel | 481 | $234,059.51 | $228,821.32 | -$5,238.19 | -2.24% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 457 | $210,199.24 | $217,404.04 | $7,204.8 | 3.43% |
Brian Distler Lakeridge Wealth Management LLC | 3,397 | $1.27M | $1.62M | $345,401.38 | 27.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,620 | $829,848.37 | $770,666.4 | -$59,181.97 | -7.13% |
Corey Saft Sivia Capital Partners, LLC | 11,562 | $4.78M | $5.5M | $722,804.82 | 15.13% |
Brandon Hobson Silver Coast Investments LLC | 800 | $332,080.8 | $380,576 | $48,495.2 | 14.6% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 3,264 | $1.3M | $1.55M | $256,690.97 | 19.8% |
Lynda Bartsch Chaney Capital Management, Inc. | 8,748 | $3.71M | $4.16M | $449,592.59 | 12.11% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5 | $2,513 | $2,378.6 | -$134.4 | -5.35% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 1,131 | $471,870.04 | $538,039.32 | $66,169.28 | 14.02% |
Angela Pompian Sunpointe, LLC | 2,973 | $1.25M | $1.41M | $166,674.78 | 13.36% |
Patrick Gaul Oceanside Advisors LLC | 1,462 | $545,065.25 | $695,502.64 | $150,437.39 | 27.6% |
D. Garet Strange Hobbs Group Advisors, LLC | 977 | $428,161.15 | $464,778.44 | $36,617.29 | 8.55% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 1,760 | $863,773.08 | $837,267.2 | -$26,505.88 | -3.07% |
Kyle Jones Pineridge Advisors LLC | 141 | $54,225.34 | $67,076.52 | $12,851.18 | 23.7% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,163 | $1.47M | $1.5M | $34,108.37 | 2.32% |
Jay S. Arce Taylor Financial Group, Inc. | 9,573 | $3.41M | $4.55M | $1.14M | 33.38% |
Sean Rooney Prospect Financial Services LLC | 903 | $435,379.57 | $429,575.16 | -$5,804.41 | -1.33% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 13,460 | $6.17M | $6.4M | $236,284.81 | 3.83% |
Scott Wallace Shorepath Capital Management LLC | 15,735 | $5.66M | $7.49M | $1.83M | 32.32% |