| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 7,866 | $549,912.06 | $644,776.02 | $94,863.96 | 17.25% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,983 | $1.21M | $1.39M | $182,497.44 | 15.08% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 12,041 | $744,931.5 | $987,000.77 | $242,069.27 | 32.5% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 107,793 | $6.41M | $8.91M | $2.5M | 38.96% |
Kevin Kuhn Kuhn & Co Investment Counsel | 4,749 | $281,416.26 | $389,987.88 | $108,571.62 | 38.58% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 13,793 | $825,336.68 | $1.13M | $305,965.18 | 37.07% |
Brian Distler Lakeridge Wealth Management LLC | 6,565 | $399,880.57 | $541,842.27 | $141,961.7 | 35.5% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,256 | $313,440.6 | $431,097.12 | $117,656.52 | 37.54% |
Corey Saft Sivia Capital Partners, LLC | 27,917 | $1.99M | $2.3M | $317,296.57 | 15.98% |
Brandon Hobson Silver Coast Investments LLC | 3,481 | $206,976.25 | $285,511.62 | $78,535.37 | 37.94% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 12,225 | $736,710.8 | $1M | $267,206.2 | 36.27% |
Angela Pompian Sunpointe, LLC | 13,389 | $892,824.23 | $1.11M | $212,705.5 | 23.82% |
Patrick Gaul Oceanside Advisors LLC | 6,127 | $361,810.58 | $499,748.75 | $137,938.17 | 38.12% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 23,624 | $1.87M | $1.94M | $74,998.77 | 4.02% |
Kyle Jones Pineridge Advisors LLC | 1,646 | $98,002.42 | $135,169.52 | $37,167.1 | 37.92% |
Michael Koch Counterweight Ventures, LLC | 22,974 | $1.75M | $1.88M | $137,154.48 | 7.85% |
Jay S. Arce Taylor Financial Group, Inc. | 2,814 | $201,538.97 | $230,804.28 | $29,265.31 | 14.52% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,220 | $867,333.02 | $1.09M | $226,225.38 | 26.08% |
Ashley Meredith Abel Hall, LLC | 13,169 | $898,731.18 | $1.08M | $182,707.1 | 20.33% |
| CI CacheTech Inc. CacheTech Inc. | 10,297 | $703,093.53 | $844,559.94 | $141,466.41 | 20.12% |