| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,959 | $950,785.68 | $1.05M | $97,299.48 | 10.23% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 3,202 | $223,047.27 | $336,978.48 | $113,931.21 | 51.08% |
Christopher Griffith Stablepoint Partners, LLC | 12,611 | $889,758.97 | $1.33M | $437,422.67 | 49.16% |
Amber Baker NDVR, Inc. | 3,300 | $329,703 | $347,292 | $17,589 | 5.33% |
Jonathan Chatfield LM Advisors LLC | 3,280 | $298,087.7 | $358,635.2 | $60,547.5 | 20.31% |
Alan Gilmore Private Wealth Management Group, LLC | 481 | $36,631.65 | $50,620.44 | $13,988.79 | 38.19% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 577 | $55,119.08 | $64,098.93 | $8,979.85 | 16.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 207,550 | $16.12M | $22.84M | $6.72M | 41.68% |
Angela Mari Abich Financial Wealth Management LLC | 46 | $4,392 | $4,841.04 | $449.04 | 10.22% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 4,078 | $287,671.1 | $438,752.02 | $151,080.92 | 52.52% |
Anne Wright Lummis Asset Management, LP | 18,232 | $1.34M | $1.92M | $576,896.76 | 42.99% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 23,252 | $1.79M | $2.51M | $725,369.65 | 40.61% |
| FTM F. Thomas Mosley Mosley Wealth Management | 13 | $1,200 | $1,368.12 | $168.12 | 14.01% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 18,436 | $1.73M | $2.05M | $317,086.56 | 18.32% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 116 | $10,825.72 | $12,526.84 | $1,701.12 | 15.71% |
Kevin Kuhn Kuhn & Co Investment Counsel | 4,396 | $439,205 | $462,635.04 | $23,430.04 | 5.33% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 190 | $15,291.42 | $19,995.6 | $4,704.18 | 30.76% |
Corey Saft Sivia Capital Partners, LLC | 5,637 | $520,007.47 | $593,237.88 | $73,230.41 | 14.08% |
Lynda Bartsch Chaney Capital Management, Inc. | 31,840 | $2.25M | $3.48M | $1.23M | 54.82% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,267 | $100,300.69 | $133,339.08 | $33,038.39 | 32.94% |