| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 75 | $7,352.92 | $7,911.75 | $558.83 | 7.6% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,129 | $772,313.31 | $963,018.21 | $190,704.9 | 24.69% |
Christopher Griffith Stablepoint Partners, LLC | 33,318 | $3.06M | $3.51M | $454,631.55 | 14.86% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 400 | $38,417.24 | $42,196 | $3,778.76 | 9.84% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,049 | $292,264.21 | $321,639.01 | $29,374.8 | 10.05% |
Alan Gilmore Private Wealth Management Group, LLC | 1,058 | $101,747.78 | $110,888.98 | $9,141.2 | 8.98% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 212 | $17,952.73 | $22,363.88 | $4,411.15 | 24.57% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 147,284 | $14.02M | $15.44M | $1.41M | 10.08% |
Angela Mari Abich Financial Wealth Management LLC | 1,262 | $106,740 | $133,128.38 | $26,388.38 | 24.72% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,569 | $508,956.36 | $587,473.81 | $78,517.45 | 15.43% |
| FTM F. Thomas Mosley Mosley Wealth Management | 597 | $53,485.23 | $62,977.53 | $9,492.3 | 17.75% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 4,527 | $441,208.04 | $477,553.23 | $36,345.19 | 8.24% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 17,557 | $1.54M | $1.85M | $311,884.86 | 20.25% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,014 | $96,452.89 | $106,966.86 | $10,513.97 | 10.9% |
Kevin Kuhn Kuhn & Co Investment Counsel | 4,168 | $399,491.31 | $439,682.32 | $40,191.01 | 10.06% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 4,083 | $392,008.68 | $430,715.67 | $38,706.99 | 9.87% |
Brian Distler Lakeridge Wealth Management LLC | 4,486 | $429,809.57 | $473,228.14 | $43,418.57 | 10.1% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,054 | $103,378.27 | $111,186.46 | $7,808.19 | 7.55% |
Lynda Bartsch Chaney Capital Management, Inc. | 5,572 | $538,790.41 | $587,790.28 | $48,999.87 | 9.09% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 6,804 | $649,737.07 | $717,753.96 | $68,016.89 | 10.47% |