| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 28,891 | $4.28M | $3.96M | -$326,901.67 | -7.63% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 97,660 | $10.6M | $13.37M | $2.77M | 26.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2.24M | $243.07M | $307.5M | $64.44M | 26.51% |
Angela Mari Abich Financial Wealth Management LLC | 499 | $57,299.55 | $67,829.07 | $10,529.52 | 18.38% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 543 | $59,344.2 | $74,494.17 | $15,149.97 | 25.53% |
Anne Wright Lummis Asset Management, LP | 27 | $3,245 | $3,702.91 | $457.91 | 14.11% |
Jennifer Lutz Trademark Financial Management, LLC | 2,812 | $304,517.96 | $385,229.94 | $80,711.98 | 26.5% |
Simone Vannoy Vannoy Advisory Group, Inc. | 7,955 | $860,839.73 | $1.08M | $219,449.27 | 25.49% |
| FTM F. Thomas Mosley Mosley Wealth Management | 5,183 | $577,805.15 | $704,421.53 | $126,616.38 | 21.91% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,373 | $203,630 | $187,380.17 | -$16,249.83 | -7.98% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 34,448 | $4.01M | $4.67M | $662,604.46 | 16.52% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,554 | $292,585.95 | $348,135.74 | $55,549.79 | 18.99% |
Tammy Trenta FF Advisors,LLC | 2,222 | $241,116.12 | $304,836.18 | $63,720.06 | 26.43% |
Brian Distler Lakeridge Wealth Management LLC | 4,952 | $549,419.44 | $680,677.16 | $131,257.72 | 23.89% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 410 | $44,581.74 | $55,583.7 | $11,001.96 | 24.68% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 228,635 | $25.19M | $31.37M | $6.18M | 24.52% |
Angela Pompian Sunpointe, LLC | 5,394 | $584,544.94 | $736,334.94 | $151,790 | 25.97% |
Todd A. Rustman Clarity Capital Partners LLC | 5,884 | $644,560.19 | $805,637.28 | $161,077.09 | 24.99% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,563 | $305,445.15 | $352,694.43 | $47,249.28 | 15.47% |
Kyle Jones Pineridge Advisors LLC | 282 | $30,103.69 | $38,289.96 | $8,186.27 | 27.19% |