| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,019 | $719,968.44 | $877,744.06 | $157,775.62 | 21.91% |
| FTM F. Thomas Mosley Mosley Wealth Management | 49 | $11,591.81 | $14,162.96 | $2,571.15 | 22.18% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,187 | $1.5M | $1.78M | $281,582.47 | 18.79% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,777 | $676,456.8 | $798,151.45 | $121,694.65 | 17.99% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 26,137 | $6.42M | $7.54M | $1.13M | 17.57% |
Brian Distler Lakeridge Wealth Management LLC | 1,668 | $409,635.26 | $484,270.44 | $74,635.18 | 18.22% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 78 | $18,241.23 | $22,552.14 | $4,310.91 | 23.63% |
Angela Pompian Sunpointe, LLC | 4,846 | $1.17M | $1.39M | $226,273.73 | 19.39% |
Kyle Jones Pineridge Advisors LLC | 269 | $61,358.02 | $77,267.56 | $15,909.54 | 25.93% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,797 | $909,601.72 | $1.09M | $180,687.84 | 19.86% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 2,002 | $485,726 | $579,619.04 | $93,893.04 | 19.33% |
Ashley Meredith Abel Hall, LLC | 3,263 | $768,790.55 | $939,401.38 | $170,610.83 | 22.19% |
Darin Pilacinski True Vision MN LLC | 5,259 | $1.29M | $1.52M | $225,264.55 | 17.44% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,619 | $1.48M | $1.62M | $134,545.23 | 9.06% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 944 | $215,481.87 | $272,457.28 | $56,975.41 | 26.44% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,636 | $666,767.58 | $761,514.04 | $94,746.46 | 14.21% |
Michael Bailey MGB Wealth Management, LLC | 1,244 | $305,537.03 | $357,562.92 | $52,025.89 | 17.03% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,389 | $321,789.49 | $398,129.07 | $76,339.58 | 23.72% |
Columbia Bank Columbia Bank | 3,796 | $927,921.33 | $1.1M | $175,499.91 | 18.91% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1,724 | $401,194.45 | $498,304.96 | $97,110.51 | 24.21% |