| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 45,103 | $23.99M | $25.9M | $1.91M | 7.95% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,050 | $561,640.15 | $603,014.99 | $41,374.84 | 7.37% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 290 | $155,825.86 | $166,547 | $10,721.14 | 6.88% |
Corey Saft Sivia Capital Partners, LLC | 2,180 | $1.09M | $1.25M | $159,008.98 | 14.55% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5 | $2,897 | $2,871.5 | -$25.5 | -0.88% |
| STY Samer T. Yaghnam Unisphere Establishment | 2.06M | $1.08B | $1.18B | $103.18M | 9.55% |
Angela Pompian Sunpointe, LLC | 457 | $261,229.64 | $262,455.1 | $1,225.46 | 0.47% |
Kyle Jones Pineridge Advisors LLC | 8 | $4,246.36 | $4,594.4 | $348.04 | 8.2% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 730 | $400,196.2 | $433,525.1 | $33,328.9 | 8.33% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 792 | $420,385.47 | $454,845.59 | $34,460.12 | 8.2% |
J. Chad Jordan Processus Wealth & Capital Management, LLC | 5,920 | $3.15M | $3.4M | $247,276.68 | 7.84% |
Nicholas Jeffries M3 Advisory Group, LLC | 427 | $246,547.83 | $245,226.1 | -$1,321.73 | -0.54% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 3,975 | $2.07M | $2.28M | $214,842.51 | 10.39% |
Mark VanderPol VanderPol Investments L.L.C. | 364 | $176,547.28 | $209,045.2 | $32,497.92 | 18.41% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,379 | $1.79M | $1.94M | $150,046.46 | 8.38% |
Douglas E. Morisoli Fairman Group, LLC | 6 | $3,187 | $3,445.8 | $258.8 | 8.12% |
Columbia Bank Columbia Bank | 6,174 | $3.35M | $3.55M | $194,684 | 5.81% |
Kelly Harris Glass Wealth Management Co LLC | 2,685 | $1.56M | $1.54M | -$22,830.7 | -1.46% |
| WL Wealthcollab LLC WealthCollab, LLC | 295 | $155,781.69 | $175,191.65 | $19,409.96 | 12.46% |
Ian Jameson American Capital Advisory, LLC | 48 | $24,151.32 | $27,566.4 | $3,415.08 | 14.14% |