| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay David Franklin Clarity Capital Advisors, LLC | 8,459 | $303,814.44 | $424,557.21 | $120,742.77 | 39.74% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 49 | $1,930 | $2,459.31 | $529.31 | 27.43% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 220,807 | $9.46M | $11.08M | $1.62M | 17.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 865,193 | $31.4M | $43.42M | $12.03M | 38.31% |
Angela Mari Abich Financial Wealth Management LLC | 249,839 | $10.89M | $12.54M | $1.65M | 15.13% |
Ryan M Palmer Optimist Retirement Group LLC | 142,731 | $5.12M | $7.16M | $2.04M | 39.82% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 224,605 | $8.95M | $11.27M | $2.32M | 25.9% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 196 | $6,940 | $9,837.24 | $2,897.24 | 41.75% |
Tammy Trenta FF Advisors,LLC | 37,014 | $1.55M | $1.86M | $303,115.01 | 19.5% |
Seth Hodes Able Wealth Management LLC | 15,706 | $736,775 | $788,284.14 | $51,509.14 | 6.99% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 18,164 | $802,365.75 | $911,651.16 | $109,285.41 | 13.62% |
Lynda Bartsch Chaney Capital Management, Inc. | 430,119 | $17.01M | $21.59M | $4.58M | 26.93% |
D. Garet Strange Hobbs Group Advisors, LLC | 4,898 | $190,301.31 | $245,830.62 | $55,529.31 | 29.18% |
Kyle Jones Pineridge Advisors LLC | 596,148 | $22.97M | $29.92M | $6.95M | 30.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,593 | $261,804.06 | $280,712.67 | $18,908.61 | 7.22% |
Stacy Creekmur Creekmur Asset Management LLC | 3,367 | $157,945.97 | $168,989.73 | $11,043.76 | 6.99% |
Darin Pilacinski True Vision MN LLC | 7,012 | $290,327.87 | $351,932.28 | $61,604.41 | 21.22% |
Jessica Vickery BlueChip Wealth Advisors LLC | 8,596 | $402,720.79 | $431,433.24 | $28,712.45 | 7.13% |
Michael Bailey MGB Wealth Management, LLC | 274 | $12,826 | $13,752.06 | $926.06 | 7.22% |
Lindsey Cooksen Cooksen Wealth, LLC | 10,128 | $385,014.05 | $508,324.32 | $123,310.27 | 32.03% |