| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 3,306 | $240,095.18 | $240,929.71 | $834.53 | 0.35% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 20,002 | $2.37M | $1.45M | -$914,997.28 | -38.68% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,480 | $308,448.07 | $386,723.6 | $78,275.53 | 25.38% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 28,803 | $2.77M | $2.03M | -$736,780.74 | -26.6% |
Seth Hodes Able Wealth Management LLC | 9,204 | $516,138.51 | $649,526.28 | $133,387.77 | 25.84% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,702 | $343,245.52 | $472,960.14 | $129,714.62 | 37.79% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,897 | $148,594.1 | $137,437.65 | -$11,156.45 | -7.51% |
Corey Saft Sivia Capital Partners, LLC | 12,498 | $1.04M | $881,983.86 | -$155,015.13 | -14.95% |
Lynda Bartsch Chaney Capital Management, Inc. | 3,959 | $282,673 | $287,977.66 | $5,304.66 | 1.88% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 13,028 | $645,909.14 | $945,963.08 | $300,053.94 | 46.45% |
| STY Samer T. Yaghnam Unisphere Establishment | 925,200 | $66.06M | $67.27M | $1.21M | 1.83% |
Angela Pompian Sunpointe, LLC | 6,511 | $626,032.67 | $459,481.27 | -$166,551.4 | -26.6% |
Todd A. Rustman Clarity Capital Partners LLC | 3,830 | $372,722.26 | $278,421.85 | -$94,300.41 | -25.3% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,666 | $352,487.65 | $258,306.36 | -$94,181.29 | -26.72% |
Jay S. Arce Taylor Financial Group, Inc. | 11,225 | $718,829.38 | $816,899.37 | $98,069.99 | 13.64% |
Sean Rooney Prospect Financial Services LLC | 8,991 | $806,064.26 | $652,836.51 | -$153,227.75 | -19.01% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 1,000 | $96,150 | $72,775 | -$23,375 | -24.31% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 14,676 | $1.38M | $1.04M | -$349,261.21 | -25.22% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 3,341 | $337,347.74 | $235,774.37 | -$101,573.37 | -30.11% |
Ashley Meredith Abel Hall, LLC | 10,383 | $1.03M | $757,647.51 | -$274,747.26 | -26.61% |