| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan M Palmer Optimist Retirement Group LLC | 3,389 | $1.63M | $2.52M | $890,785.82 | 54.71% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 676 | $390,195.51 | $502,464.03 | $112,268.52 | 28.77% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,165 | $654,632.06 | $865,932.83 | $211,300.77 | 32.28% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,658 | $3.15M | $3.46M | $314,950.94 | 10.01% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 417,001 | $199.87M | $309.95M | $110.08M | 55.08% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 575 | $373,945 | $427,391.74 | $53,446.74 | 14.29% |
Tammy Trenta FF Advisors,LLC | 938 | $511,757.33 | $697,206 | $185,448.67 | 36.24% |
Seth Hodes Able Wealth Management LLC | 4,078 | $2.19M | $3.03M | $836,816.63 | 38.14% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,162 | $583,423.78 | $863,702.96 | $280,279.18 | 48.04% |
Brian Distler Lakeridge Wealth Management LLC | 1,963 | $1.08M | $1.46M | $381,583.36 | 35.41% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 231 | $141,989.35 | $171,699.99 | $29,710.64 | 20.92% |
Corey Saft Sivia Capital Partners, LLC | 5,379 | $2.56M | $4M | $1.44M | 56.37% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 2,982 | $1.48M | $2.22M | $731,648.05 | 49.27% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 1,424 | $785,660.87 | $1.06M | $272,784.06 | 34.72% |
Angela Pompian Sunpointe, LLC | 3,307 | $1.89M | $2.46M | $566,341.71 | 29.94% |
Todd A. Rustman Clarity Capital Partners LLC | 2,156 | $1.04M | $1.6M | $564,515.02 | 54.38% |
D. Garet Strange Hobbs Group Advisors, LLC | 1,468 | $862,862.05 | $1.09M | $228,287.64 | 26.46% |
Kyle Jones Pineridge Advisors LLC | 32,414 | $18.38M | $24.09M | $5.71M | 31.09% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 883 | $517,933.07 | $656,325.05 | $138,391.98 | 26.72% |
Jay S. Arce Taylor Financial Group, Inc. | 2,955 | $1.4M | $2.2M | $792,041.85 | 56.4% |