| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Higgins Balanced Rock Investment Advisors LLC | 3,091 | $218,590.65 | $312,778.29 | $94,187.64 | 43.09% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,076 | $900,181.34 | $1.02M | $119,409.1 | 13.27% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 266,087 | $18.99M | $26.75M | $7.76M | 40.9% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,592 | $415,714 | $461,633.76 | $45,919.76 | 11.05% |
Collin Randall Randall & Associates Wealth Management | 190,048 | $14.13M | $18.67M | $4.54M | 32.14% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 166,358 | $11.8M | $16.34M | $4.54M | 38.46% |
Angela Pompian Sunpointe, LLC | 5,975 | $577,066 | $587,043.75 | $9,977.75 | 1.73% |
Todd A. Rustman Clarity Capital Partners LLC | 4,915 | $369,981.41 | $482,898.75 | $112,917.34 | 30.52% |
D. Garet Strange Hobbs Group Advisors, LLC | 37,322 | $2.73M | $3.77M | $1.04M | 38.17% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 22,396 | $1.87M | $2.2M | $330,788.8 | 17.69% |
Kyle Jones Pineridge Advisors LLC | 1,263 | $90,117.35 | $124,089.75 | $33,972.4 | 37.7% |
Sean Rooney Prospect Financial Services LLC | 3,612 | $287,395.01 | $361,344.48 | $73,949.47 | 25.73% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 19,895 | $1.79M | $2.01M | $219,642.53 | 12.26% |
Stephanie Ternes Wealth Forward, LLC | 2,826 | $213,787 | $277,654.5 | $63,867.5 | 29.87% |
| CI CacheTech Inc. CacheTech Inc. | 2,255 | $166,432.48 | $226,695.15 | $60,262.67 | 36.21% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 2,412 | $201,601.66 | $236,979 | $35,377.34 | 17.55% |
Erik Roemer GERBER, LLC | 3,426 | $242,411.57 | $336,604.5 | $94,192.93 | 38.86% |
Philip Smith SWP FINANCIAL LLC | 35,460 | $2.73M | $3.48M | $755,131.06 | 27.67% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 6,590 | $482,052.81 | $666,117.21 | $184,064.4 | 38.18% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,952 | $361,271.22 | $388,284 | $27,012.78 | 7.48% |