| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,870 | $354,607.8 | $431,238.5 | $76,630.7 | 21.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,236 | $4.94M | $5.43M | $491,402.01 | 9.94% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,915 | $217,838.1 | $246,783.9 | $28,945.8 | 13.29% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4,492 | $387,346.77 | $397,766.6 | $10,419.83 | 2.69% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,264 | $507,927.76 | $454,862.24 | -$53,065.52 | -10.45% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,636 | $122,566.42 | $137,931.16 | $15,364.74 | 12.54% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,323 | $248,327.69 | $285,512.16 | $37,184.47 | 14.97% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,019 | $270,859.45 | $253,233.72 | -$17,625.73 | -6.51% |
Philip Smith SWP FINANCIAL LLC | 15,325 | $1.15M | $1.36M | $204,271.47 | 17.72% |
Douglas E. Morisoli Fairman Group, LLC | 32 | $2,846 | $2,833.6 | -$12.4 | -0.44% |
Donald O. Dempster DLK Investment Management, LLC | 16,030 | $1.31M | $1.42M | $112,927.57 | 8.64% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,057 | $295,391.63 | $359,247.35 | $63,855.72 | 21.62% |
Kayla Tweedy JBR Co Financial Management Inc | 4,000 | $298,920 | $354,200 | $55,280 | 18.49% |
Ian Jameson American Capital Advisory, LLC | 1,135 | $85,055.42 | $100,504.25 | $15,448.83 | 18.16% |
Joel W. Lake Capstone Wealth Management, LLC | 2,982 | $276,461 | $264,056.1 | -$12,404.9 | -4.49% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,884 | $360,085 | $343,928.2 | -$16,156.8 | -4.49% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 705 | $57,484.21 | $59,685.3 | $2,201.09 | 3.83% |
Janice M. Powell Diversify Advisory Services, LLC | 5,182 | $472,892 | $434,666.16 | -$38,225.84 | -8.08% |
Define Financial LLC DEFINE FINANCIAL, LLC | 3,932 | $324,378.52 | $348,178.6 | $23,800.08 | 7.34% |
Kevyn Hill Hilltop National Bank | 14,394 | $1.33M | $1.27M | -$57,287.67 | -4.3% |