| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,870 | $354,607.8 | $403,966.5 | $49,358.7 | 13.92% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 63,236 | $4.94M | $5.18M | $239,090.37 | 4.84% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,915 | $217,838.1 | $242,076.17 | $24,238.07 | 11.13% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4,492 | $387,346.77 | $374,677.72 | -$12,669.05 | -3.27% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,264 | $507,927.76 | $439,201.84 | -$68,725.92 | -13.53% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,636 | $122,566.42 | $135,608.04 | $13,041.62 | 10.64% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,323 | $248,327.69 | $272,386.31 | $24,058.62 | 9.69% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,019 | $270,859.45 | $250,410.95 | -$20,448.5 | -7.55% |
Philip Smith SWP FINANCIAL LLC | 15,325 | $1.15M | $1.26M | $103,509.59 | 8.98% |
Douglas E. Morisoli Fairman Group, LLC | 32 | $2,846 | $2,652.48 | -$193.52 | -6.8% |
Donald O. Dempster DLK Investment Management, LLC | 13,030 | $1.08M | $1.07M | -$17,071.26 | -1.58% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,057 | $295,391.63 | $336,852.71 | $41,461.08 | 14.04% |
Kayla Tweedy JBR Co Financial Management Inc | 4,000 | $298,920 | $330,840 | $31,920 | 10.68% |
Ian Jameson American Capital Advisory, LLC | 1,135 | $85,055.42 | $93,035.95 | $7,980.53 | 9.38% |
Joel W. Lake Capstone Wealth Management, LLC | 2,982 | $276,461 | $246,924.51 | -$29,536.49 | -10.68% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,884 | $360,085 | $318,216.12 | -$41,868.88 | -11.63% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 705 | $57,484.21 | $58,430.4 | $946.19 | 1.65% |
Janice M. Powell Diversify Advisory Services, LLC | 5,182 | $472,892 | $424,768.54 | -$48,123.46 | -10.18% |
Define Financial LLC DEFINE FINANCIAL, LLC | 4,323 | $354,860.33 | $358,549.62 | $3,689.29 | 1.04% |
Kevyn Hill Hilltop National Bank | 14,223 | $1.32M | $1.18M | -$133,980.92 | -10.16% |