| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 41,239 | $1.01M | $971,545.48 | -$37,806.07 | -3.75% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 930 | $26,263.42 | $21,980.55 | -$4,282.87 | -16.31% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 324,599 | $9.41M | $7.73M | -$1.68M | -17.83% |
Brian Distler Lakeridge Wealth Management LLC | 24,709 | $426,072.84 | $584,985.57 | $158,912.73 | 37.3% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 6,144 | $122,589.52 | $144,046.08 | $21,456.56 | 17.5% |
Corey Saft Sivia Capital Partners, LLC | 22,948 | $475,024 | $540,884.36 | $65,860.36 | 13.86% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 775 | $19,250.73 | $18,212.5 | -$1,038.23 | -5.39% |
Angela Pompian Sunpointe, LLC | 11,472 | $198,621.52 | $271,198.08 | $72,576.56 | 36.54% |
Kyle Jones Pineridge Advisors LLC | 3,733 | $81,837.61 | $87,986.81 | $6,149.2 | 7.51% |
Jay S. Arce Taylor Financial Group, Inc. | 55,718 | $1M | $1.3M | $303,596.91 | 30.34% |
Sean Rooney Prospect Financial Services LLC | 11,465 | $193,156.39 | $269,427.5 | $76,271.11 | 39.49% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 38,871 | $929,613.47 | $916,189.47 | -$13,424 | -1.44% |
| CI CacheTech Inc. CacheTech Inc. | 36,984 | $762,675.48 | $873,747 | $111,071.52 | 14.56% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 817 | $14,572.83 | $19,326.13 | $4,753.3 | 32.62% |
Nitin Kumbhani Accent Capital Management, LLC | 383 | $7,928 | $9,052.2 | $1,124.2 | 14.18% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 12,958 | $266,777.01 | $303,217.2 | $36,440.19 | 13.66% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 12,294 | $214,825.55 | $289,339.29 | $74,513.74 | 34.69% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 15,953 | $461,375.1 | $379,681.4 | -$81,693.7 | -17.71% |
Michael Bailey MGB Wealth Management, LLC | 9,331 | $268,639.01 | $220,538.18 | -$48,100.83 | -17.91% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 7,584 | $214,476 | $180,499.2 | -$33,976.8 | -15.84% |