| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 17 | $3,429.35 | $4,719.71 | $1,290.36 | 37.63% |
David P. Cushing nVerses Capital, LLC | 1,449 | $385,462 | $402,285.87 | $16,823.87 | 4.36% |
David Novak Novak & Powell Financial Services, Inc. | 3,144 | $623,974.36 | $894,153.6 | $270,179.24 | 43.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 58,960 | $12.85M | $16.42M | $3.57M | 27.74% |
Angela Mari Abich Financial Wealth Management LLC | 5 | $1,369 | $1,388.15 | $19.15 | 1.4% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,333 | $324,706.43 | $379,105.2 | $54,398.77 | 16.75% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 13,807 | $2.74M | $3.93M | $1.19M | 43.24% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,756 | $348,894.66 | $487,518.28 | $138,623.62 | 39.73% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 193 | $51,342.15 | $53,582.59 | $2,240.44 | 4.36% |
Ashley Meredith Abel Hall, LLC | 1,223 | $330,932.83 | $339,541.49 | $8,608.66 | 2.6% |
Erik Roemer GERBER, LLC | 1,050 | $208,268 | $291,511.5 | $83,243.5 | 39.97% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,723 | $849,136.92 | $1.03M | $184,479.57 | 21.73% |
Robert Santos Arrowroot Family Office, LLC | 762 | $212,330 | $215,752.69 | $3,422.69 | 1.61% |
Ian Jameson American Capital Advisory, LLC | 12 | $3,068.17 | $3,331.56 | $263.39 | 8.58% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2,433 | $576,630.26 | $677,420.19 | $100,789.93 | 17.48% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,055 | $978,671.24 | $1.13M | $147,118.41 | 15.03% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 754 | $200,277.76 | $213,487.57 | $13,209.81 | 6.6% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 845 | $235,577 | $239,253.31 | $3,676.31 | 1.56% |
Janice M. Powell Diversify Advisory Services, LLC | 2,125 | $576,816 | $605,688.75 | $28,872.75 | 5.01% |
Jean-Francois Gonnet Sienna Gestion | 590 | $136,231 | $164,273.7 | $28,042.7 | 20.58% |