| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,867 | $442,861.42 | $447,452.69 | $4,591.27 | 1.04% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 1,549 | $224,930 | $242,480.46 | $17,550.46 | 7.8% |
Kelly Harris Glass Wealth Management Co LLC | 11,690 | $1.14M | $1.83M | $690,203.97 | 60.39% |
| WL Wealthcollab LLC WealthCollab, LLC | 692 | $72,759.73 | $108,512.52 | $35,752.79 | 49.14% |
Ian Jameson American Capital Advisory, LLC | 75 | $11,353.02 | $11,529.37 | $176.35 | 1.55% |
Richard Zipkis Granite Group Advisors, LLC | 2,183 | $333,452.26 | $339,260.03 | $5,807.77 | 1.74% |
David Maxey Heritage Family Offices, LLP | 3,012 | $320,240.48 | $468,094.92 | $147,854.44 | 46.17% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 11,663 | $1.39M | $1.79M | $398,681.14 | 28.6% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 6,174 | $680,502.73 | $960,303.96 | $279,801.23 | 41.12% |
Brian Krause Cascade Financial Partners, LLC | 4,733 | $452,140.21 | $735,460.87 | $283,320.66 | 62.66% |
Janice M. Powell Diversify Advisory Services, LLC | 25,182 | $3.86M | $3.87M | $7,757.11 | 0.2% |
Kevyn Hill Hilltop National Bank | 5,081 | $725,293.41 | $790,730.62 | $65,437.21 | 9.02% |
Gillian Curran Prospect Financial Group LLC | 2,175 | $214,202.94 | $341,061.75 | $126,858.81 | 59.22% |
Eric Mattinson TWIN CITY PRIVATE WEALTH, LLC | 5,647 | $581,617.77 | $868,169.78 | $286,552.01 | 49.27% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,431 | $441,489.6 | $692,831.16 | $251,341.56 | 56.93% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 51 | $7,993 | $7,929.99 | -$63.01 | -0.79% |
Kevin Galvin Hopwood Financial Services, Inc. | 2,395 | $233,057.7 | $369,009.62 | $135,951.92 | 58.33% |
| HAS Hayley A. Snell LRI Investments, LLC | 2,933 | $344,046.57 | $450,816.76 | $106,770.19 | 31.03% |
Kelly Financial Services LLC Kelly Financial Services LLC | 1,529 | $211,214.05 | $234,900.27 | $23,686.22 | 11.21% |
Michael Dziura Westfuller Advisors, LLC | 156 | $19,999.91 | $24,258 | $4,258.09 | 21.29% |