| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 174,360 | $11.43M | $31.88M | $20.44M | 178.84% |
Angela Mari Abich Financial Wealth Management LLC | 10 | $1,079 | $1,828.2 | $749.2 | 69.43% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 5,471 | $855,141.09 | $1M | $145,067.18 | 16.96% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,018 | $316,249.69 | $589,868.1 | $273,618.41 | 86.52% |
| FTM F. Thomas Mosley Mosley Wealth Management | 184 | $55,518 | $33,638.88 | -$21,879.12 | -39.41% |
Ryan M Palmer Optimist Retirement Group LLC | 16,210 | $953,452.78 | $2.96M | $2.01M | 210.82% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,620 | $846,969.34 | $1.39M | $546,119.14 | 64.48% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 860 | $76,669.41 | $157,225.21 | $80,555.8 | 105.07% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 24,150 | $1.57M | $4.42M | $2.84M | 180.4% |
Brian Distler Lakeridge Wealth Management LLC | 1,069 | $322,413 | $195,434.59 | -$126,978.41 | -39.38% |
Corey Saft Sivia Capital Partners, LLC | 1,660 | $244,420.06 | $303,481.22 | $59,061.16 | 24.16% |
Angela Pompian Sunpointe, LLC | 3,192 | $339,608.25 | $583,561.47 | $243,953.22 | 71.83% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 14,610 | $1.11M | $2.67M | $1.56M | 140.14% |
Ashley Meredith Abel Hall, LLC | 7,603 | $706,841.27 | $1.39M | $683,139.27 | 96.65% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 230 | $33,865.89 | $42,048.6 | $8,182.71 | 24.16% |
Erik Roemer GERBER, LLC | 800 | $241,368 | $146,256.01 | -$95,111.99 | -39.41% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 6,750 | $820,179 | $1.23M | $413,856.07 | 50.46% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,135 | $166,798.46 | $207,500.71 | $40,702.25 | 24.4% |
Michael Bailey MGB Wealth Management, LLC | 1,950 | $237,129.75 | $356,499.02 | $119,369.27 | 50.34% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,110 | $211,417.8 | $568,570.23 | $357,152.43 | 168.93% |