| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan M Palmer Optimist Retirement Group LLC | 6,684 | $2.74M | $4.87M | $2.12M | 77.48% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 397 | $192,834.11 | $288,972.33 | $96,138.22 | 49.86% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 709 | $326,861.06 | $513,450.71 | $186,589.65 | 57.09% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 29,242 | $19.2M | $20.77M | $1.57M | 8.19% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,528 | $756,104 | $1.09M | $338,402.4 | 44.76% |
Tammy Trenta FF Advisors,LLC | 60,288 | $27.75M | $43.72M | $15.97M | 57.54% |
Seth Hodes Able Wealth Management LLC | 1,009 | $623,968.26 | $735,510.56 | $111,542.3 | 17.88% |
Kevin Kuhn Kuhn & Co Investment Counsel | 433 | $266,127.27 | $312,515.58 | $46,388.31 | 17.43% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 300 | $173,154.2 | $217,081.8 | $43,927.6 | 25.37% |
Brian Distler Lakeridge Wealth Management LLC | 861 | $378,199.08 | $620,221.35 | $242,022.27 | 63.99% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 385 | $266,525.51 | $272,784.05 | $6,258.54 | 2.35% |
Corey Saft Sivia Capital Partners, LLC | 1,054 | $507,310.06 | $749,815.6 | $242,505.54 | 47.8% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,345 | $776,318.71 | $973,545.84 | $197,227.13 | 25.41% |
Lynda Bartsch Chaney Capital Management, Inc. | 44,333 | $23.31M | $32.14M | $8.83M | 37.88% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 31,458 | $14.03M | $22.9M | $8.88M | 63.28% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,299 | $990,487.51 | $1.67M | $678,793.4 | 68.53% |
Angela Pompian Sunpointe, LLC | 540 | $303,265.25 | $387,161.1 | $83,895.85 | 27.66% |
Todd A. Rustman Clarity Capital Partners LLC | 2,687 | $1.14M | $1.96M | $812,285.82 | 71.03% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,507 | $1.26M | $1.81M | $546,081.07 | 43.33% |
Kyle Jones Pineridge Advisors LLC | 59 | $32,560.22 | $42,063.46 | $9,503.24 | 29.19% |