| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kathryn Lutz Wiser Advisor Group LLC | 252 | $16,642.96 | $18,428.76 | $1,785.8 | 10.73% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 13,215 | $578,830.24 | $973,416.9 | $394,586.66 | 68.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 217,623 | $10.29M | $16.07M | $5.78M | 56.19% |
Lance Johnson ROI Financial Advisors, LLC | 7,039 | $465,650.07 | $518,351.96 | $52,701.89 | 11.32% |
Angela Mari Abich Financial Wealth Management LLC | 6,737 | $414,485.22 | $492,676.81 | $78,191.59 | 18.86% |
Dennis R. Plyler FCG Investment Co | 12,177 | $765,690.95 | $899,271.45 | $133,580.5 | 17.45% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9,990 | $497,558.11 | $738,360.9 | $240,802.79 | 48.4% |
Ryan M Palmer Optimist Retirement Group LLC | 35,050 | $1.5M | $2.59M | $1.08M | 72.16% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 21,561 | $1.38M | $1.62M | $240,855.38 | 17.5% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3,500 | $170,383.26 | $255,955 | $85,571.74 | 50.22% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 61,200 | $4.04M | $4.38M | $340,874.33 | 8.44% |
Brian Distler Lakeridge Wealth Management LLC | 5,069 | $235,375.26 | $362,737.64 | $127,362.38 | 54.11% |
Brandon Hobson Silver Coast Investments LLC | 5,655 | $273,745.68 | $413,691.52 | $139,945.84 | 51.12% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 500 | $30,028.8 | $36,920 | $6,891.2 | 22.95% |
Angela Pompian Sunpointe, LLC | 2,913 | $209,590 | $213,027.69 | $3,437.69 | 1.64% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 7,592 | $467,435.04 | $555,392.76 | $87,957.72 | 18.82% |
Kyle Jones Pineridge Advisors LLC | 665 | $30,185.66 | $48,631.45 | $18,445.79 | 61.11% |
Jay S. Arce Taylor Financial Group, Inc. | 6,288 | $256,647.79 | $463,519.92 | $206,872.13 | 80.61% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 18,930 | $1.16M | $1.38M | $224,468.49 | 19.35% |
Ashley Meredith Abel Hall, LLC | 8,738 | $510,735.29 | $644,252.74 | $133,517.45 | 26.14% |