| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Collin Randall Randall & Associates Wealth Management | 892 | $629,418.16 | $654,371.2 | $24,953.04 | 3.96% |
Tammy Trenta FF Advisors,LLC | 2,275 | $885,356.99 | $1.68M | $790,794.76 | 89.32% |
Seth Hodes Able Wealth Management LLC | 978 | $619,319.52 | $721,314.1 | $101,994.58 | 16.47% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,584 | $920,630.24 | $1.15M | $226,336.24 | 24.58% |
Brian Distler Lakeridge Wealth Management LLC | 1,177 | $664,079.08 | $850,794.45 | $186,715.37 | 28.12% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 569 | $350,969.6 | $400,291.5 | $49,321.9 | 14.05% |
Corey Saft Sivia Capital Partners, LLC | 9,178 | $4.83M | $6.5M | $1.68M | 34.69% |
Brandon Hobson Silver Coast Investments LLC | 517 | $204,447.05 | $380,884.22 | $176,437.17 | 86.3% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,088 | $590,263.13 | $802,731.84 | $212,468.71 | 36% |
Lynda Bartsch Chaney Capital Management, Inc. | 2,214 | $1.61M | $1.63M | $14,988.87 | 0.93% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,950 | $729,596.4 | $1.44M | $707,007.54 | 96.9% |
| STY Samer T. Yaghnam Unisphere Establishment | 216,200 | $136.03M | $158.71M | $22.69M | 16.68% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,816 | $1.19M | $2.09M | $892,704.56 | 74.82% |
Angela Pompian Sunpointe, LLC | 2,978 | $1.22M | $2.14M | $922,864.33 | 75.73% |
Patrick Gaul Oceanside Advisors LLC | 500 | $281,645 | $366,400 | $84,755 | 30.09% |
Todd A. Rustman Clarity Capital Partners LLC | 627 | $285,538.82 | $460,876.35 | $175,337.53 | 61.41% |
D. Garet Strange Hobbs Group Advisors, LLC | 558 | $410,874.39 | $402,457.5 | -$8,416.89 | -2.05% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,585 | $3.22M | $4.09M | $867,420.95 | 26.96% |
Kyle Jones Pineridge Advisors LLC | 57 | $33,381.81 | $40,571.46 | $7,189.65 | 21.54% |
Michael Koch Counterweight Ventures, LLC | 3,142 | $2.15M | $2.32M | $168,483.18 | 7.83% |