| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amber Baker NDVR, Inc. | 3,724 | $222,472.65 | $276,358.04 | $53,885.39 | 24.22% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 40 | $1,613.63 | $2,968.4 | $1,354.77 | 83.96% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,499 | $296,887 | $333,870.79 | $36,983.79 | 12.46% |
Alan Gilmore Private Wealth Management Group, LLC | 915 | $38,958.19 | $68,313.9 | $29,355.71 | 75.35% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 3,789 | $227,401.3 | $281,181.69 | $53,780.39 | 23.65% |
David Novak Novak & Powell Financial Services, Inc. | 5,399 | $248,111 | $400,659.79 | $152,548.79 | 61.48% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 248 | $16,355.07 | $18,404.08 | $2,049.01 | 12.53% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 13,281 | $581,492.66 | $985,583.01 | $404,090.35 | 69.49% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 200,521 | $9.05M | $14.88M | $5.83M | 64.37% |
Lance Johnson ROI Financial Advisors, LLC | 5,956 | $387,727.62 | $441,994.76 | $54,267.14 | 14% |
Angela Mari Abich Financial Wealth Management LLC | 6,737 | $414,485.22 | $499,952.77 | $85,467.55 | 20.62% |
Dennis R. Plyler FCG Investment Co | 9,742 | $601,718.08 | $727,337.72 | $125,619.64 | 20.88% |
| FTM F. Thomas Mosley Mosley Wealth Management | 16,593 | $763,923.27 | $1.23M | $467,443.26 | 61.19% |
Ryan M Palmer Optimist Retirement Group LLC | 35,313 | $1.51M | $2.62M | $1.11M | 73.08% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 15,980 | $975,096.58 | $1.19M | $210,779.22 | 21.62% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3,500 | $170,383.26 | $259,735 | $89,351.74 | 52.44% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 61,979 | $4.09M | $4.6M | $509,457.59 | 12.46% |
Brian Distler Lakeridge Wealth Management LLC | 5,069 | $235,375.26 | $376,170.49 | $140,795.23 | 59.82% |
Brandon Hobson Silver Coast Investments LLC | 5,655 | $273,745.68 | $419,657.55 | $145,911.87 | 53.3% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 500 | $30,028.8 | $37,105 | $7,076.2 | 23.56% |