| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 3,485 | $925,501.49 | $1.28M | $353,598.06 | 38.21% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,075 | $985,332.63 | $1.13M | $144,868.24 | 14.7% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 556 | $184,280.36 | $204,355.02 | $20,074.66 | 10.89% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 914 | $241,833.65 | $335,936.13 | $94,102.48 | 38.91% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 309 | $86,579.92 | $113,557.5 | $26,977.58 | 31.16% |
Corey Saft Sivia Capital Partners, LLC | 3,285 | $1.08M | $1.21M | $130,816.41 | 12.15% |
Brandon Hobson Silver Coast Investments LLC | 838 | $287,619 | $308,002.71 | $20,383.71 | 7.09% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 603 | $164,564 | $221,629.63 | $57,065.63 | 34.68% |
Kyle Jones Pineridge Advisors LLC | 14 | $3,635 | $5,145 | $1,510 | 41.54% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,075 | $1.4M | $1.87M | $470,273.39 | 33.71% |
Ashley Meredith Abel Hall, LLC | 874 | $259,688.84 | $321,195 | $61,506.16 | 23.68% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 749 | $219,615.94 | $275,291.2 | $55,675.26 | 25.35% |
Nitin Kumbhani Accent Capital Management, LLC | 2,050 | $711,904 | $753,375 | $41,471 | 5.83% |
Philip Smith SWP FINANCIAL LLC | 893 | $233,665.31 | $328,217.68 | $94,552.37 | 40.46% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 7,669 | $2.06M | $2.82M | $755,607.95 | 36.66% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 786 | $265,021.26 | $288,855 | $23,833.74 | 8.99% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,523 | $516,304.92 | $559,702.5 | $43,397.58 | 8.41% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,384 | $359,794.3 | $508,620 | $148,825.7 | 41.36% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 637 | $217,296.91 | $233,976.47 | $16,679.56 | 7.68% |
Kelly Harris Glass Wealth Management Co LLC | 5,740 | $1.64M | $2.11M | $467,536.35 | 28.48% |