| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Novak Novak & Powell Financial Services, Inc. | 42,385 | $1.14M | $1.61M | $465,998.85 | 40.73% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 358,567 | $9.97M | $13.63M | $3.67M | 36.78% |
Angela Mari Abich Financial Wealth Management LLC | 1,036 | $32,385 | $39,419.8 | $7,034.8 | 21.72% |
Ryan M Palmer Optimist Retirement Group LLC | 62,956 | $1.67M | $2.38M | $706,675.65 | 42.28% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 19,669 | $528,183.1 | $748,405.43 | $220,222.33 | 41.69% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 224 | $7,385.51 | $8,523.2 | $1,137.69 | 15.4% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 5,461 | $200,747 | $207,791.04 | $7,044.04 | 3.51% |
D. Garet Strange Hobbs Group Advisors, LLC | 21,195 | $622,810.84 | $805,833.9 | $183,023.06 | 29.39% |
Kyle Jones Pineridge Advisors LLC | 150 | $5,121 | $5,707.5 | $586.5 | 11.45% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 8,465 | $225,737.71 | $322,093.24 | $96,355.53 | 42.68% |
Ashley Meredith Abel Hall, LLC | 10,952 | $289,485.41 | $416,723.59 | $127,238.18 | 43.95% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 996 | $29,929.04 | $37,897.8 | $7,968.76 | 26.63% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 8,000 | $302,720 | $304,399.99 | $1,679.99 | 0.55% |
Addis & Hill Inc. Addis & Hill, Inc | 20,691 | $546,595.59 | $787,292.53 | $240,696.94 | 44.04% |
Douglas E. Morisoli Fairman Group, LLC | 15,155 | $406,001.72 | $576,647.73 | $170,646.01 | 42.03% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 13,732 | $451,359.54 | $522,502.59 | $71,143.05 | 15.76% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 94,395 | $3.61M | $3.58M | -$26,430.6 | -0.73% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 19,325 | $730,161.83 | $735,316.23 | $5,154.4 | 0.71% |
Kayla Tweedy JBR Co Financial Management Inc | 31,025 | $980,526.96 | $1.18M | $199,974.26 | 20.39% |
Ian Jameson American Capital Advisory, LLC | 2,747 | $78,653.44 | $104,523.35 | $25,869.91 | 32.89% |