| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 15 | $5,482 | $6,125.7 | $643.7 | 11.74% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 21,509 | $5.65M | $9.11M | $3.45M | 61.13% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,200 | $1.94M | $2.19M | $247,052 | 12.72% |
Ryan M Palmer Optimist Retirement Group LLC | 3,407 | $901,476.12 | $1.44M | $540,741.05 | 59.98% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,589 | $593,531.98 | $675,992.4 | $82,460.42 | 13.89% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 64 | $23,390.78 | $27,091.84 | $3,701.06 | 15.82% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,450 | $555,064.14 | $613,799.5 | $58,735.36 | 10.58% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,331 | $874,486.41 | $1.36M | $485,827.37 | 55.56% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 655 | $268,070 | $275,722.25 | $7,652.25 | 2.85% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,571 | $412,010.76 | $665,145.71 | $253,134.95 | 61.44% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,342 | $456,194.58 | $548,045.96 | $91,851.38 | 20.13% |
Jessica Vickery BlueChip Wealth Advisors LLC | 812 | $212,961 | $331,604.56 | $118,643.56 | 55.71% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,330 | $428,472.72 | $543,145.4 | $114,672.68 | 26.76% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 498 | $202,026 | $203,373.24 | $1,347.24 | 0.67% |
Columbia Bank Columbia Bank | 913 | $298,153.72 | $372,850.94 | $74,697.22 | 25.05% |
| WL Wealthcollab LLC WealthCollab, LLC | 730 | $191,450.59 | $309,016.3 | $117,565.71 | 61.41% |
Mark Weiskind Fairway Wealth LLC | 2,016 | $717,038.48 | $823,294.08 | $106,255.6 | 14.82% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 17,295 | $5.42M | $7.06M | $1.64M | 30.36% |
Andrew Panko Tenon Financial LLC | 966 | $278,237 | $394,495.08 | $116,258.08 | 41.78% |
James J. Karabas Embree Financial Group | 1,183 | $342,330.68 | $483,113.54 | $140,782.86 | 41.12% |