| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 1,801 | $280,992 | $287,871.84 | $6,879.84 | 2.45% |
Ryan M Palmer Optimist Retirement Group LLC | 17,150 | $1.76M | $2.74M | $981,861.04 | 55.81% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 670 | $73,486.11 | $107,092.8 | $33,606.69 | 45.73% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,980 | $180,981.9 | $316,483.2 | $135,501.3 | 74.87% |
Brandon Hobson Silver Coast Investments LLC | 2,654 | $242,422.72 | $424,215.36 | $181,792.64 | 74.99% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 250 | $40,025 | $39,960 | -$65 | -0.16% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,893 | $303,103.62 | $302,577.12 | -$526.5 | -0.17% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 135 | $20,559.61 | $21,578.4 | $1,018.79 | 4.96% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 1,264 | $204,654 | $202,037.76 | -$2,616.24 | -1.28% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,119 | $706,043.76 | $818,220.96 | $112,177.2 | 15.89% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,382 | $212,823.23 | $220,898.88 | $8,075.65 | 3.79% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,576 | $548,356.84 | $571,587.84 | $23,231 | 4.24% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,495 | $324,682.75 | $558,640.8 | $233,958.05 | 72.06% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,794 | $159,888.96 | $286,752.96 | $126,864 | 79.35% |
Columbia Bank Columbia Bank | 3,400 | $328,201.78 | $543,456 | $215,254.22 | 65.59% |
| WL Wealthcollab LLC WealthCollab, LLC | 288 | $26,081.7 | $46,033.92 | $19,952.22 | 76.5% |
Ian Jameson American Capital Advisory, LLC | 411 | $38,347.36 | $65,694.24 | $27,346.88 | 71.31% |
Jeremy Wallace Wallace Hart LLC | 5,006 | $756,538.6 | $800,159.04 | $43,620.44 | 5.77% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 12,664 | $1.2M | $2.02M | $827,876.72 | 69.2% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 78 | $10,797.19 | $12,467.52 | $1,670.33 | 15.47% |