| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 6,990 | $801,808.14 | $758,904.3 | -$42,903.84 | -5.35% |
Ryan M Palmer Optimist Retirement Group LLC | 2,350 | $276,031 | $258,147.5 | -$17,883.5 | -6.48% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 2,390 | $280,688 | $260,079.8 | -$20,608.2 | -7.34% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 40,105 | $2.9M | $4.36M | $1.46M | 50.44% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 14,028 | $770,450.62 | $1.59M | $823,691.3 | 106.91% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,723 | $366,458 | $543,475.61 | $177,017.61 | 48.31% |
Collin Randall Randall & Associates Wealth Management | 4,976 | $252,655.44 | $542,284.48 | $289,629.04 | 114.63% |
Tammy Trenta FF Advisors,LLC | 1,869 | $219,533 | $205,309.65 | -$14,223.35 | -6.48% |
Seth Hodes Able Wealth Management LLC | 5,636 | $535,326.89 | $648,534.52 | $113,207.63 | 21.15% |
Kevin Kuhn Kuhn & Co Investment Counsel | 7,073 | $383,400.58 | $767,703.42 | $384,302.84 | 100.24% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 35,216 | $1.78M | $3.84M | $2.06M | 115.87% |
Brian Distler Lakeridge Wealth Management LLC | 5,830 | $328,814.02 | $670,858.1 | $342,044.08 | 104.02% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,142 | $70,484.39 | $124,158.24 | $53,673.85 | 76.15% |
Corey Saft Sivia Capital Partners, LLC | 4,932 | $292,742.14 | $560,472.48 | $267,730.34 | 91.46% |
Brandon Hobson Silver Coast Investments LLC | 3,825 | $193,182.21 | $420,176.25 | $226,994.04 | 117.5% |
Lynda Bartsch Chaney Capital Management, Inc. | 7,096 | $392,610.68 | $773,676.88 | $381,066.2 | 97.06% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5,754 | $314,465.95 | $632,076.9 | $317,610.95 | 101% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 5,928 | $309,983.03 | $648,523.2 | $338,540.17 | 109.21% |
Angela Pompian Sunpointe, LLC | 3,827 | $295,879.82 | $440,372.89 | $144,493.07 | 48.84% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,112 | $248,113 | $228,961.92 | -$19,151.08 | -7.72% |