| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Pompian Sunpointe, LLC | 5,613 | $448,163.31 | $609,627.93 | $161,464.62 | 36.03% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 26,738 | $2.53M | $2.94M | $410,107.25 | 16.22% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,744 | $204,920 | $190,828.48 | -$14,091.52 | -6.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,810 | $356,862.37 | $415,251.9 | $58,389.53 | 16.36% |
Douglas E. Morisoli Fairman Group, LLC | 18 | $2,115 | $1,954.44 | -$160.56 | -7.59% |
Columbia Bank Columbia Bank | 15,868 | $1.45M | $1.74M | $283,884.57 | 19.54% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 107,553 | $9.06M | $11.82M | $2.76M | 30.47% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 13,200 | $1.05M | $1.43M | $385,374 | 36.85% |
James J. Karabas Embree Financial Group | 11,875 | $941,473.12 | $1.29M | $348,270.63 | 36.99% |
Janice M. Powell Diversify Advisory Services, LLC | 45,499 | $5.17M | $4.96M | -$207,460.06 | -4.01% |
Kevyn Hill Hilltop National Bank | 700 | $63,875 | $75,684 | $11,809 | 18.49% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,654 | $98,600.63 | $181,675.36 | $83,074.73 | 84.25% |
Josephine Lee New Insight Wealth Advisors | 2,355 | $214,730.1 | $258,743.85 | $44,013.75 | 20.5% |
Sara Beth Stanich Stanich Group LLC | 2,437 | $221,596.42 | $265,425.85 | $43,829.43 | 19.78% |
David Millar Gen-Wealth Partners Inc | 1,440 | $131,400 | $155,620.8 | $24,220.8 | 18.43% |
Lee Larson Everstar Asset Management, LLC | 3,512 | $322,858.03 | $382,772.88 | $59,914.85 | 18.56% |
Daniel Andersen Parkshore Wealth Management, Inc. | 2,077 | $199,229.15 | $226,860.32 | $27,631.17 | 13.87% |
Robert Phillips Greater Midwest Financial Group, LLC | 2,735 | $217,475.95 | $297,841.5 | $80,365.55 | 36.95% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 1,632 | $144,339.32 | $177,741.12 | $33,401.8 | 23.14% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 67,391 | $6.83M | $7.34M | $511,035.79 | 7.48% |