| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,619 | $448,882.1 | $454,654.97 | $5,772.87 | 1.29% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 63,024 | $8.25M | $7.92M | -$334,654.88 | -4.06% |
Kevin Kuhn Kuhn & Co Investment Counsel | 5,680 | $551,948.34 | $713,578.4 | $161,630.06 | 29.28% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 11,552 | $1.15M | $1.45M | $304,777.15 | 26.58% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 213 | $25,655.52 | $26,786.88 | $1,131.36 | 4.41% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 8,916 | $868,177.5 | $1.12M | $251,939.58 | 29.02% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 195 | $23,654.54 | $24,497.85 | $843.31 | 3.57% |
Angela Pompian Sunpointe, LLC | 2,482 | $248,140.11 | $311,813.66 | $63,673.55 | 25.66% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,303 | $339,292 | $414,955.89 | $75,663.89 | 22.3% |
Kyle Jones Pineridge Advisors LLC | 432 | $43,415.74 | $54,328.32 | $10,912.58 | 25.14% |
Michael Koch Counterweight Ventures, LLC | 24,203 | $2.63M | $3.04M | $408,657.88 | 15.53% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 1,981 | $215,197.15 | $248,873.03 | $33,675.88 | 15.65% |
Jay S. Arce Taylor Financial Group, Inc. | 2,009 | $245,037.3 | $252,390.67 | $7,353.37 | 3% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,090 | $352,904.29 | $388,598.4 | $35,694.11 | 10.11% |
Ashley Meredith Abel Hall, LLC | 3,601 | $454,044.7 | $452,861.76 | -$1,182.94 | -0.26% |
| CI CacheTech Inc. CacheTech Inc. | 5,931 | $737,964.89 | $745,111.53 | $7,146.64 | 0.97% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 6,623 | $665,126.17 | $831,451.42 | $166,325.25 | 25.01% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 6,750 | $665,948.66 | $848,002.5 | $182,053.84 | 27.34% |
Cornelius T. McDonald III Wealth Group, Ltd. | 25,569 | $2.67M | $3.21M | $540,827.23 | 20.25% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,845 | $278,258.32 | $357,787.2 | $79,528.88 | 28.58% |