| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 816 | $254,326.54 | $298,851.83 | $44,525.29 | 17.51% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,373 | $334,093.46 | $502,847.51 | $168,754.05 | 50.51% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 820 | $224,032 | $300,316.79 | $76,284.79 | 34.05% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 83 | $22,532.26 | $30,397.92 | $7,865.66 | 34.91% |
Angela Pompian Sunpointe, LLC | 910 | $284,119.53 | $333,278.39 | $49,158.86 | 17.3% |
Jay S. Arce Taylor Financial Group, Inc. | 4,916 | $1.11M | $1.8M | $691,828.9 | 62.41% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 623 | $203,764.61 | $228,167.51 | $24,402.9 | 11.98% |
Ashley Meredith Abel Hall, LLC | 980 | $320,529 | $358,915.19 | $38,386.19 | 11.98% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 380 | $94,468 | $139,171.2 | $44,703.2 | 47.32% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 1,870 | $492,869.02 | $684,868.78 | $191,999.76 | 38.96% |
Cornelius T. McDonald III Wealth Group, Ltd. | 975 | $242,778.76 | $357,083.99 | $114,305.23 | 47.08% |
Nicholas Jeffries M3 Advisory Group, LLC | 830 | $227,796.49 | $303,979.19 | $76,182.7 | 33.44% |
Thaddeus Gilliam Verisail Partners, LLC | 8,492 | $2.37M | $3.11M | $741,260.29 | 31.29% |
Ian Jameson American Capital Advisory, LLC | 98 | $22,939.08 | $35,891.52 | $12,952.44 | 56.46% |
David Maxey Heritage Family Offices, LLP | 1,940 | $470,060.83 | $710,505.58 | $240,444.75 | 51.15% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 776 | $253,750 | $284,202.23 | $30,452.23 | 12% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 33 | $9,205.22 | $12,085.92 | $2,880.7 | 31.29% |
James J. Karabas Embree Financial Group | 1,774 | $550,586.74 | $649,709.74 | $99,123 | 18% |
Janice M. Powell Diversify Advisory Services, LLC | 2,356 | $638,167.6 | $862,861.42 | $224,693.82 | 35.21% |
Kevyn Hill Hilltop National Bank | 514 | $131,123.17 | $188,247.35 | $57,124.18 | 43.57% |