| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 5,853 | $865,234.63 | $866,946.36 | $1,711.73 | 0.2% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 19,287 | $2.99M | $2.85M | -$144,533.9 | -4.83% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 26,828 | $3.94M | $3.97M | $30,479.52 | 0.77% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,979 | $807,850 | $747,895.59 | -$59,954.41 | -7.42% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,446 | $946,905.63 | $961,291.98 | $14,386.35 | 1.52% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,264 | $478,320.74 | $489,632.64 | $11,311.9 | 2.36% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 4,604 | $683,722.22 | $679,619.46 | -$4,102.76 | -0.6% |
Brian Distler Lakeridge Wealth Management LLC | 13,172 | $1.93M | $1.97M | $37,322.61 | 1.93% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 995 | $165,889.21 | $146,876.92 | -$19,012.29 | -11.46% |
Corey Saft Sivia Capital Partners, LLC | 22,811 | $3.37M | $3.41M | $45,375.18 | 1.35% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5,258 | $776,427.22 | $784,125.54 | $7,698.32 | 0.99% |
Angela Pompian Sunpointe, LLC | 9,100 | $1.5M | $1.37M | -$137,846.11 | -9.17% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,038 | $298,852 | $303,926.94 | $5,074.94 | 1.7% |
Kyle Jones Pineridge Advisors LLC | 256 | $42,730.06 | $38,177.28 | -$4,552.78 | -10.65% |
Michael Koch Counterweight Ventures, LLC | 1,485 | $255,813.99 | $219,208.27 | -$36,605.72 | -14.31% |
Jay S. Arce Taylor Financial Group, Inc. | 2,758 | $410,772.48 | $407,122.17 | -$3,650.31 | -0.89% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,720 | $826,197.67 | $856,284 | $30,086.33 | 3.64% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,561 | $254,224.86 | $230,427.01 | -$23,797.85 | -9.36% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,948 | $1.74M | $1.64M | -$98,114.23 | -5.64% |
Ashley Meredith Abel Hall, LLC | 2,300 | $330,437.79 | $342,999 | $12,561.21 | 3.8% |