| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,584 | $284,645 | $442,830.96 | $158,185.96 | 55.57% |
Alana Parm MORTON COMMUNITY BANK | 1,193 | $203,358.8 | $332,990.16 | $129,631.36 | 63.75% |
| FTM F. Thomas Mosley Mosley Wealth Management | 23 | $4,465.22 | $6,438.62 | $1,973.4 | 44.19% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,696 | $1.76M | $2.71M | $948,457.83 | 53.99% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 990 | $191,467.23 | $279,081 | $87,613.77 | 45.76% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 29,653 | $5.06M | $8.34M | $3.28M | 64.89% |
Collin Randall Randall & Associates Wealth Management | 1,414 | $271,502.04 | $390,334.7 | $118,832.66 | 43.77% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 566 | $105,548.37 | $157,418.75 | $51,870.38 | 49.14% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 3,884 | $670,227.81 | $1.08M | $413,874.27 | 61.75% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 1,179 | $205,902.29 | $327,826.84 | $121,924.55 | 59.21% |
Angela Pompian Sunpointe, LLC | 1,039 | $309,695 | $292,566.81 | -$17,128.19 | -5.53% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,296 | $418,660.77 | $646,094.4 | $227,433.63 | 54.32% |
Kyle Jones Pineridge Advisors LLC | 22 | $4,130.06 | $6,174.08 | $2,044.02 | 49.49% |
Jay S. Arce Taylor Financial Group, Inc. | 2,323 | $452,922.8 | $647,975.3 | $195,052.5 | 43.07% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,084 | $954,198.09 | $1.14M | $189,771.15 | 19.89% |
Ashley Meredith Abel Hall, LLC | 2,525 | $450,987.12 | $696,268.75 | $245,281.63 | 54.39% |
Cornelius T. McDonald III Wealth Group, Ltd. | 6,599 | $1.85M | $1.84M | -$3,835.63 | -0.21% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 948 | $282,570 | $266,530.2 | -$16,039.8 | -5.68% |
Michael Bailey MGB Wealth Management, LLC | 2,250 | $383,912.52 | $634,095 | $250,182.48 | 65.17% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,537 | $265,202.56 | $432,235.14 | $167,032.58 | 62.98% |