| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 25 | $5,126 | $6,616.75 | $1,490.75 | 29.08% |
Jonathan Chatfield LM Advisors LLC | 220 | $43,092.78 | $58,227.4 | $15,134.62 | 35.12% |
David P. Cushing nVerses Capital, LLC | 873 | $201,191 | $231,056.91 | $29,865.91 | 14.84% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 51,569 | $4.63M | $13.65M | $9.02M | 194.87% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,466 | $272,906 | $388,006.22 | $115,100.22 | 42.18% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,516 | $117,686.96 | $401,239.72 | $283,552.76 | 240.94% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,981 | $757,024.35 | $1.32M | $561,296.92 | 74.15% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3,135 | $618,364.53 | $829,740.45 | $211,375.92 | 34.18% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 12,753 | $2.51M | $3.38M | $865,976.56 | 34.51% |
Angela Pompian Sunpointe, LLC | 2,889 | $567,198.56 | $764,458.29 | $197,259.73 | 34.78% |
Kyle Jones Pineridge Advisors LLC | 21 | $1,436.88 | $5,558.07 | $4,121.19 | 286.82% |
Stacy Creekmur Creekmur Asset Management LLC | 3,587 | $676,243.41 | $949,371.29 | $273,127.88 | 40.39% |
Ashley Meredith Abel Hall, LLC | 1,459 | $275,605.99 | $386,065.99 | $110,460 | 40.08% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 133 | $13,333 | $35,201.11 | $21,868.11 | 164.01% |
Erik Roemer GERBER, LLC | 1,834 | $200,585 | $485,404.78 | $284,819.78 | 141.99% |
Nitin Kumbhani Accent Capital Management, LLC | 820 | $187,984.86 | $217,029.4 | $29,044.54 | 15.45% |
Fox Hill Wealth Management Fox Hill Wealth Management | 15,441 | $3.17M | $4.09M | $920,194.61 | 29.07% |
Ian Jameson American Capital Advisory, LLC | 18 | $2,965.54 | $4,764.06 | $1,798.52 | 60.65% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,017 | $382,943.59 | $533,839.39 | $150,895.8 | 39.4% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 6 | $656.57 | $1,588.02 | $931.45 | 141.87% |