| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 78 | $8,720 | $11,622 | $2,902 | 33.28% |
Amy Taylor Pingora Partners LLC | 90 | $11,720.19 | $13,410 | $1,689.81 | 14.42% |
Kelly Richert Clayton Financial Group LLC | 287 | $33,604.07 | $42,671.16 | $9,067.09 | 26.98% |
Christopher Griffith Stablepoint Partners, LLC | 18,566 | $2.37M | $2.76M | $394,525.86 | 16.68% |
Jonathan Chatfield LM Advisors LLC | 236 | $24,819.36 | $35,088.48 | $10,269.12 | 41.38% |
Alan Gilmore Private Wealth Management Group, LLC | 181 | $23,430.73 | $26,838.68 | $3,407.95 | 14.54% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 6,670 | $885,230.05 | $991,895.7 | $106,665.65 | 12.05% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 103,174 | $12.66M | $15.29M | $2.63M | 20.73% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,473 | $194,701.14 | $219,005.63 | $24,304.49 | 12.48% |
Anne Wright Lummis Asset Management, LP | 34 | $4,458.41 | $5,055.12 | $596.71 | 13.38% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,267 | $930,037.34 | $1.08M | $147,513.42 | 15.86% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 8,149 | $921,391.9 | $1.21M | $286,941.82 | 31.14% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 91 | $10,937.04 | $13,505.31 | $2,568.27 | 23.48% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,087 | $122,339.63 | $161,180.36 | $38,840.73 | 31.75% |
Angela Pompian Sunpointe, LLC | 3,288 | $401,597.29 | $487,544.64 | $85,947.35 | 21.4% |
Kyle Jones Pineridge Advisors LLC | 42 | $5,598.52 | $6,233.22 | $634.7 | 11.34% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 2,405 | $260,330.21 | $356,613.4 | $96,283.19 | 36.99% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,464 | $316,648.75 | $365,682.24 | $49,033.49 | 15.49% |
Ashley Meredith Abel Hall, LLC | 3,904 | $498,398.34 | $579,392.64 | $80,994.3 | 16.25% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2,080 | $231,489.46 | $309,212.8 | $77,723.34 | 33.58% |