| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 586 | $56,478.68 | $60,082.58 | $3,603.9 | 6.38% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,475 | $670,885.19 | $691,853.75 | $20,968.56 | 3.13% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,205 | $474,366.4 | $540,435.15 | $66,068.75 | 13.93% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,733 | $167,987.44 | $166,697.27 | -$1,290.17 | -0.77% |
Brandon Hobson Silver Coast Investments LLC | 2,677 | $322,463.09 | $277,069.5 | -$45,393.59 | -14.08% |
Angela Pompian Sunpointe, LLC | 4,141 | $388,377.07 | $427,744.59 | $39,367.52 | 10.14% |
Todd A. Rustman Clarity Capital Partners LLC | 17,669 | $1.6M | $1.91M | $310,797.83 | 19.48% |
Kyle Jones Pineridge Advisors LLC | 668 | $60,421.08 | $68,566.86 | $8,145.78 | 13.48% |
Jay S. Arce Taylor Financial Group, Inc. | 4,471 | $407,891.81 | $458,277.5 | $50,385.69 | 12.35% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 126,354 | $12.15M | $13.08M | $924,178.34 | 7.61% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,568 | $614,000.63 | $575,953.92 | -$38,046.71 | -6.2% |
Ashley Meredith Abel Hall, LLC | 2,929 | $321,669.24 | $303,151.5 | -$18,517.74 | -5.76% |
Erik Roemer GERBER, LLC | 2,778 | $252,851.08 | $288,439.74 | $35,588.66 | 14.07% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 17,832 | $1.78M | $1.83M | $57,009.59 | 3.21% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 5,151 | $520,856.2 | $529,728.84 | $8,872.64 | 1.7% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 4,035 | $459,355.46 | $418,631.25 | -$40,724.21 | -8.87% |
Douglas E. Morisoli Fairman Group, LLC | 662 | $59,975 | $68,735.46 | $8,760.46 | 14.61% |
Donald O. Dempster DLK Investment Management, LLC | 31,110 | $3.09M | $3.23M | $141,233.3 | 4.57% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 3,498 | $341,637 | $362,043 | $20,406 | 5.97% |
Columbia Bank Columbia Bank | 13,995 | $1.69M | $1.46M | -$236,167.47 | -13.94% |