| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,887 | $934,083.87 | $1.14M | $208,532.99 | 22.32% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 596 | $198,449.96 | $235,998.12 | $37,548.16 | 18.92% |
Collin Randall Randall & Associates Wealth Management | 1,053 | $373,014 | $403,741.27 | $30,727.27 | 8.24% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 832 | $220,540.73 | $319,005.45 | $98,464.72 | 44.65% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 295 | $82,517.98 | $113,108.9 | $30,590.92 | 37.07% |
Corey Saft Sivia Capital Partners, LLC | 2,735 | $916,120.8 | $1.05M | $132,532.93 | 14.47% |
Brandon Hobson Silver Coast Investments LLC | 1,167 | $404,164.22 | $447,451.15 | $43,286.93 | 10.71% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 603 | $164,564 | $231,202.27 | $66,638.27 | 40.49% |
Kyle Jones Pineridge Advisors LLC | 14 | $3,635 | $5,367.88 | $1,732.88 | 47.67% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,197 | $1.44M | $1.99M | $554,399.01 | 38.55% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 882 | $312,439.67 | $345,788.09 | $33,348.42 | 10.67% |
Ashley Meredith Abel Hall, LLC | 1,136 | $352,524.02 | $435,565.13 | $83,041.11 | 23.56% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 749 | $219,615.94 | $287,181.59 | $67,565.65 | 30.77% |
Philip Smith SWP FINANCIAL LLC | 801 | $209,775.66 | $307,119.43 | $97,343.77 | 46.4% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 7,669 | $2.06M | $2.94M | $879,155.62 | 42.65% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 792 | $267,145.63 | $310,503.59 | $43,357.96 | 16.23% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,546 | $524,452.44 | $592,767.34 | $68,314.9 | 13.03% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,384 | $359,794.3 | $530,653.29 | $170,858.99 | 47.49% |
Kelly Harris Glass Wealth Management Co LLC | 5,782 | $1.66M | $2.22M | $560,143.26 | 33.81% |
Cory Davis IMZ Advisory Inc | 795 | $239,587.87 | $304,818.91 | $65,231.04 | 27.23% |