| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan M Palmer Optimist Retirement Group LLC | 3,673 | $413,199.14 | $406,894.94 | -$6,304.2 | -1.53% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,841 | $958,572.85 | $974,455.02 | $15,882.17 | 1.66% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 392 | $46,475.69 | $43,182.72 | -$3,292.97 | -7.09% |
Seth Hodes Able Wealth Management LLC | 2,244 | $223,906 | $238,425 | $14,519 | 6.48% |
Kevin Kuhn Kuhn & Co Investment Counsel | 5,671 | $673,006.34 | $627,042.47 | -$45,963.87 | -6.83% |
Corey Saft Sivia Capital Partners, LLC | 11,192 | $1.1M | $1.23M | $130,834.84 | 11.89% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 12 | $1,346 | $1,329.36 | -$16.64 | -1.24% |
Angela Pompian Sunpointe, LLC | 6,168 | $694,476.54 | $680,207.04 | -$14,269.5 | -2.05% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,319 | $228,027 | $257,965.56 | $29,938.56 | 13.13% |
Kyle Jones Pineridge Advisors LLC | 76 | $9,355.61 | $8,361.9 | -$993.71 | -10.62% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 3,911 | $360,282 | $438,423.1 | $78,141.1 | 21.69% |
Jay S. Arce Taylor Financial Group, Inc. | 6,207 | $739,315.97 | $690,932.2 | -$48,383.77 | -6.54% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,181 | $214,457.73 | $239,822.76 | $25,365.03 | 11.83% |
Ashley Meredith Abel Hall, LLC | 5,765 | $566,872 | $645,910.6 | $79,038.6 | 13.94% |
Cornelius T. McDonald III Wealth Group, Ltd. | 3,702 | $364,017.66 | $410,292.66 | $46,275 | 12.71% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,659 | $359,789 | $405,417.2 | $45,628.2 | 12.68% |
| WL Wealthcollab LLC WealthCollab, LLC | 13 | $1,549 | $1,455.22 | -$93.78 | -6.05% |
Kayla Tweedy JBR Co Financial Management Inc | 3,814 | $454,285.85 | $424,269.36 | -$30,016.49 | -6.61% |
Ian Jameson American Capital Advisory, LLC | 2,146 | $255,374.24 | $241,103.1 | -$14,271.14 | -5.59% |
Ryan Visniski Bryce Point Capital, LLC | 3,197 | $405,252 | $352,885.18 | -$52,366.82 | -12.92% |