| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 18,179 | $1.31M | $1.7M | $393,905.71 | 30.12% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 11,938 | $738,861.72 | $1.1M | $356,807.92 | 48.29% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 105,628 | $6.29M | $9.52M | $3.23M | 51.44% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,050 | $387,148.63 | $555,269 | $168,120.37 | 43.43% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 11,466 | $688,206.29 | $1.06M | $372,490.44 | 54.12% |
Brian Distler Lakeridge Wealth Management LLC | 6,565 | $399,880.57 | $591,572.15 | $191,691.58 | 47.94% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,273 | $314,822.18 | $489,334.4 | $174,512.22 | 55.43% |
Corey Saft Sivia Capital Partners, LLC | 27,917 | $1.99M | $2.56M | $577,203.84 | 29.08% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 12,528 | $761,337.15 | $1.15M | $391,238.85 | 51.39% |
Angela Pompian Sunpointe, LLC | 11,255 | $767,063.25 | $1.01M | $247,124.8 | 32.22% |
Patrick Gaul Oceanside Advisors LLC | 6,127 | $361,810.58 | $566,778.13 | $204,967.55 | 56.65% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 23,624 | $1.87M | $2.17M | $303,206.61 | 16.26% |
Kyle Jones Pineridge Advisors LLC | 1,646 | $98,002.42 | $151,069.88 | $53,067.46 | 54.15% |
Michael Koch Counterweight Ventures, LLC | 22,648 | $1.72M | $2.09M | $370,294.5 | 21.5% |
Jay S. Arce Taylor Financial Group, Inc. | 2,814 | $201,538.97 | $259,155.33 | $57,616.36 | 28.59% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 19,368 | $1.37M | $1.78M | $410,614.06 | 30.04% |
Ashley Meredith Abel Hall, LLC | 16,686 | $1.18M | $1.54M | $359,648.15 | 30.36% |
| CI CacheTech Inc. CacheTech Inc. | 12,338 | $868,965.72 | $1.11M | $242,811.46 | 27.94% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 1,513 | $109,054.59 | $136,336.43 | $27,281.84 | 25.02% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 4,226 | $295,439.91 | $391,158.56 | $95,718.65 | 32.4% |