| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,099 | $49,844.86 | $82,326.09 | $32,481.23 | 65.16% |
Brian Distler Lakeridge Wealth Management LLC | 7,856 | $324,183.8 | $592,538.8 | $268,355 | 82.78% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 9,169 | $750,224.01 | $686,849.79 | -$63,374.22 | -8.45% |
D. Garet Strange Hobbs Group Advisors, LLC | 11,576 | $451,809.18 | $867,158.16 | $415,348.98 | 91.93% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 40,690 | $3.23M | $3.05M | -$184,609.09 | -5.71% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 79,455 | $5.89M | $5.95M | $58,872.37 | 1% |
Darin Pilacinski True Vision MN LLC | 14,044 | $1.02M | $1.05M | $30,316.49 | 2.97% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,077 | $71,873.68 | $80,678.07 | $8,804.39 | 12.25% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 21,933 | $1.78M | $1.64M | -$137,300.51 | -7.71% |
Philip Smith SWP FINANCIAL LLC | 8,059 | $586,453.46 | $603,699.69 | $17,246.23 | 2.94% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 3,373 | $297,364 | $252,637.7 | -$44,726.3 | -15.04% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 331,438 | $15.21M | $24.82M | $9.62M | 63.25% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 12,555 | $850,322.78 | $940,369.5 | $90,046.72 | 10.59% |
Jessica Vickery BlueChip Wealth Advisors LLC | 4,882 | $191,440.2 | $365,661.8 | $174,221.6 | 91.01% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 15,544 | $778,686.39 | $1.16M | $385,559.21 | 49.51% |
Douglas E. Morisoli Fairman Group, LLC | 94 | $7,630 | $7,040.6 | -$589.4 | -7.72% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 13,043 | $794,882.54 | $976,920.7 | $182,038.16 | 22.9% |
Columbia Bank Columbia Bank | 3,078 | $271,356 | $230,542.2 | -$40,813.8 | -15.04% |
Robert Santos Arrowroot Family Office, LLC | 10,954 | $430,212.11 | $820,454.6 | $390,242.49 | 90.71% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 7,143 | $422,039.68 | $539,296.5 | $117,256.82 | 27.78% |