| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Crunk EIGHT 31 FINANCIAL, LLC | 11,174 | $673,292.6 | $846,877.46 | $173,584.86 | 25.78% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,661 | $448,317.47 | $580,627.19 | $132,309.72 | 29.51% |
Alan Gilmore Private Wealth Management Group, LLC | 15,135 | $844,983.06 | $1.15M | $301,417.51 | 35.67% |
David Novak Novak & Powell Financial Services, Inc. | 43,520 | $2.6M | $3.3M | $701,490.72 | 27.01% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 262 | $17,112.39 | $19,856.98 | $2,744.59 | 16.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7.09M | $394.48M | $537.37M | $142.89M | 36.22% |
Angela Mari Abich Financial Wealth Management LLC | 1,416 | $90,464.45 | $107,318.64 | $16,854.19 | 18.63% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 315 | $17,460.45 | $23,873.85 | $6,413.4 | 36.73% |
Jennifer Lutz Trademark Financial Management, LLC | 4,482 | $257,641.73 | $339,690.78 | $82,049.05 | 31.85% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 54,575 | $3.55M | $4.13M | $581,142.91 | 16.36% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3,382 | $210,986.76 | $256,169.59 | $45,182.83 | 21.42% |
Tammy Trenta FF Advisors,LLC | 17,765 | $1.01M | $1.35M | $339,114.01 | 33.69% |
Brian Distler Lakeridge Wealth Management LLC | 16,403 | $942,940.86 | $1.24M | $295,485.64 | 31.34% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 265 | $15,579.48 | $20,085.67 | $4,506.19 | 28.92% |
Angela Pompian Sunpointe, LLC | 36,590 | $2.26M | $2.77M | $513,434.23 | 22.74% |
Todd A. Rustman Clarity Capital Partners LLC | 3,225 | $198,768.15 | $244,277.62 | $45,509.47 | 22.9% |
D. Garet Strange Hobbs Group Advisors, LLC | 6,912 | $387,604.51 | $523,549.44 | $135,944.93 | 35.07% |
Kyle Jones Pineridge Advisors LLC | 262 | $15,345.77 | $19,858.29 | $4,512.52 | 29.41% |
Michael Koch Counterweight Ventures, LLC | 54,761 | $3.04M | $4.15M | $1.11M | 36.38% |
Jay S. Arce Taylor Financial Group, Inc. | 42,773 | $2.47M | $3.24M | $772,115.88 | 31.29% |