| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 4,408 | $335,092.83 | $478,488.4 | $143,395.57 | 42.79% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 6,606 | $617,153.62 | $697,461.48 | $80,307.86 | 13.01% |
| FTM F. Thomas Mosley Mosley Wealth Management | 76 | $7,895 | $8,024.08 | $129.08 | 1.63% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 21,829 | $1.92M | $2.37M | $450,012.87 | 23.42% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 234 | $18,687.3 | $25,274.34 | $6,587.04 | 35.25% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 135,150 | $10.7M | $14.6M | $3.9M | 36.43% |
Brian Distler Lakeridge Wealth Management LLC | 3,802 | $299,544.58 | $401,415.16 | $101,870.58 | 34.01% |
Angela Pompian Sunpointe, LLC | 3,079 | $278,702.5 | $325,080.82 | $46,378.32 | 16.64% |
Michael Koch Counterweight Ventures, LLC | 32,796 | $2.77M | $3.46M | $692,707.88 | 25.01% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,172 | $314,496.51 | $440,479.76 | $125,983.25 | 40.06% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 4,331 | $331,769.78 | $465,322.64 | $133,552.86 | 40.25% |
Erik Roemer GERBER, LLC | 2,666 | $212,926.33 | $281,476.28 | $68,549.95 | 32.19% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,542 | $316,619 | $384,484.1 | $67,865.1 | 21.43% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 160,433 | $14.52M | $16.94M | $2.42M | 16.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 8,666 | $837,549.5 | $914,956.28 | $77,406.78 | 9.24% |
Michael Bailey MGB Wealth Management, LLC | 20,887 | $1.73M | $2.21M | $477,177.48 | 27.61% |
Lindsey Cooksen Cooksen Wealth, LLC | 3,165 | $238,483 | $334,160.7 | $95,677.7 | 40.12% |
Douglas E. Morisoli Fairman Group, LLC | 21,538 | $1.64M | $2.27M | $636,862.82 | 38.9% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 15,263 | $1.43M | $1.66M | $228,119.7 | 15.98% |
Columbia Bank Columbia Bank | 29,766 | $2.47M | $3.14M | $672,903.17 | 27.25% |