| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,049 | $1.67M | $2.07M | $406,174.78 | 24.34% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,399 | $204,872.32 | $476,639.3 | $271,766.98 | 132.65% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,602 | $491,959.76 | $549,598.14 | $57,638.38 | 11.72% |
Seth Hodes Able Wealth Management LLC | 671 | $250,819 | $235,272.73 | -$15,546.27 | -6.2% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 2,107 | $379,439.03 | $723,385.77 | $343,946.74 | 90.65% |
Brian Distler Lakeridge Wealth Management LLC | 2,279 | $321,202.89 | $782,449.05 | $461,246.16 | 143.6% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 200 | $38,961.88 | $70,126 | $31,164.12 | 79.99% |
Corey Saft Sivia Capital Partners, LLC | 12,348 | $2.95M | $4.21M | $1.26M | 42.6% |
Angela Pompian Sunpointe, LLC | 2,612 | $531,522.68 | $923,942.79 | $392,420.11 | 73.83% |
Todd A. Rustman Clarity Capital Partners LLC | 1,773 | $358,014.44 | $608,156.75 | $250,142.31 | 69.87% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 3,445 | $977,587.91 | $1.18M | $198,190.56 | 20.27% |
Kyle Jones Pineridge Advisors LLC | 44 | $7,345.14 | $15,017.2 | $7,672.06 | 104.45% |
Michael Koch Counterweight Ventures, LLC | 5,771 | $1.74M | $1.97M | $232,239.77 | 13.37% |
Jay S. Arce Taylor Financial Group, Inc. | 4,187 | $665,760.9 | $1.48M | $815,306.65 | 122.46% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,030 | $568,664.41 | $697,751.6 | $129,087.19 | 22.7% |
Stephanie Ternes Wealth Forward, LLC | 554 | $207,046 | $194,249.02 | -$12,796.98 | -6.18% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 598 | $223,324 | $204,097.39 | -$19,226.61 | -8.61% |
Ashley Meredith Abel Hall, LLC | 1,884 | $521,162.25 | $666,427.34 | $145,265.09 | 27.87% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 25 | $7,095 | $9,040.25 | $1,945.25 | 27.42% |
Cornelius T. McDonald III Wealth Group, Ltd. | 1,476 | $551,625.49 | $503,758.79 | -$47,866.7 | -8.68% |