| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan M Palmer Optimist Retirement Group LLC | 9,754 | $1.62M | $2.12M | $505,854.7 | 31.29% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,058 | $234,532.03 | $230,231.38 | -$4,300.65 | -1.83% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,898 | $1.82M | $1.5M | -$317,252.64 | -17.44% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,982 | $362,348.64 | $431,589.6 | $69,240.96 | 19.11% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 17,824 | $4.98M | $3.88M | -$1.1M | -22.05% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,165 | $486,170.06 | $471,438.69 | -$14,731.37 | -3.03% |
Brian Distler Lakeridge Wealth Management LLC | 14,692 | $2.49M | $3.11M | $620,575.84 | 24.95% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 434 | $107,939.49 | $95,128.46 | -$12,811.03 | -11.87% |
Corey Saft Sivia Capital Partners, LLC | 6,031 | $1.4M | $1.31M | -$85,130.13 | -6.09% |
Brandon Hobson Silver Coast Investments LLC | 952 | $157,921.9 | $207,302.37 | $49,380.47 | 31.27% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,361 | $250,422.26 | $296,364 | $45,941.74 | 18.35% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 4,721 | $798,127.77 | $1.03M | $229,891.65 | 28.8% |
| STY Samer T. Yaghnam Unisphere Establishment | 365,000 | $76.58M | $79.48M | $2.9M | 3.79% |
Angela Pompian Sunpointe, LLC | 1,210 | $289,024.18 | $263,483.05 | -$25,541.13 | -8.84% |
Todd A. Rustman Clarity Capital Partners LLC | 983 | $244,433.13 | $214,052.76 | -$30,380.37 | -12.43% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 10,673 | $2.62M | $2.25M | -$366,340.62 | -13.98% |
Kyle Jones Pineridge Advisors LLC | 1,224 | $203,393.12 | $268,288.56 | $64,895.44 | 31.91% |
Michael Koch Counterweight Ventures, LLC | 1,966 | $445,839.72 | $428,105.52 | -$17,734.2 | -3.98% |
Jay S. Arce Taylor Financial Group, Inc. | 908 | $148,503.22 | $197,721.17 | $49,217.95 | 33.14% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 10,388 | $2.13M | $2.26M | $131,793.26 | 6.19% |