| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 103 | $19,297.8 | $20,146.8 | $849 | 4.4% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 1,161 | $229,633.84 | $226,586.56 | -$3,047.28 | -1.33% |
David P. Cushing nVerses Capital, LLC | 1,503 | $264,197 | $301,080.96 | $36,883.96 | 13.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 29,031 | $4.65M | $5.68M | $1.03M | 22.21% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,519 | $241,303.5 | $295,536.64 | $54,233.14 | 22.48% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 19 | $3,113.58 | $3,709.18 | $595.6 | 19.13% |
Angela Pompian Sunpointe, LLC | 8,440 | $1.28M | $1.69M | $407,240.98 | 31.73% |
Kyle Jones Pineridge Advisors LLC | 20 | $3,546.77 | $4,042.6 | $495.83 | 13.98% |
Ashley Meredith Abel Hall, LLC | 1,204 | $179,656.25 | $235,354.91 | $55,698.66 | 31% |
Douglas E. Morisoli Fairman Group, LLC | 41 | $6,164 | $8,238.13 | $2,074.13 | 33.65% |
Kayla Tweedy JBR Co Financial Management Inc | 3,392 | $509,748.69 | $670,734.08 | $160,985.39 | 31.58% |
Ian Jameson American Capital Advisory, LLC | 82 | $12,675.36 | $16,052.32 | $3,376.96 | 26.64% |
Richard Zipkis Granite Group Advisors, LLC | 1,730 | $268,288.4 | $344,840.9 | $76,552.5 | 28.53% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,025 | $488,548.22 | $591,690 | $103,141.78 | 21.11% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 6,257 | $1.05M | $1.24M | $193,223.97 | 18.45% |
Janice M. Powell Diversify Advisory Services, LLC | 2,140 | $376,169.2 | $418,429.71 | $42,260.51 | 11.23% |
Kevyn Hill Hilltop National Bank | 1,452 | $255,385.47 | $282,718.92 | $27,333.45 | 10.7% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 6,503 | $1.12M | $1.27M | $146,646.48 | 13.06% |
Richard Crinion Mediolanum International Funds Ltd | 10,718 | $1.62M | $2.17M | $545,117.48 | 33.63% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 12,083 | $2.15M | $2.36M | $214,252.74 | 9.97% |