| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 17,435 | $5.27M | $7.04M | $1.77M | 33.55% |
Collin Randall Randall & Associates Wealth Management | 1,176 | $407,124.49 | $469,541.52 | $62,417.03 | 15.33% |
Seth Hodes Able Wealth Management LLC | 760 | $260,748.4 | $297,486.79 | $36,738.39 | 14.09% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,273 | $1.64M | $2.53M | $882,856.24 | 53.67% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 2,272 | $591,889.83 | $907,504.96 | $315,615.13 | 53.32% |
Brian Distler Lakeridge Wealth Management LLC | 1,573 | $433,209.39 | $633,981.92 | $200,772.53 | 46.35% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 920 | $264,486.05 | $366,822.4 | $102,336.35 | 38.69% |
Corey Saft Sivia Capital Partners, LLC | 6,775 | $2.19M | $2.65M | $466,923.89 | 21.37% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,720 | $557,240.83 | $691,078.82 | $133,837.99 | 24.02% |
Lynda Bartsch Chaney Capital Management, Inc. | 1,320 | $451,485.33 | $527,379.6 | $75,894.27 | 16.81% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 2,650 | $703,385.52 | $1.06M | $355,951.98 | 50.61% |
| STY Samer T. Yaghnam Unisphere Establishment | 960,000 | $251.99M | $383.88M | $131.88M | 52.34% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 858 | $273,505.45 | $344,933.16 | $71,427.71 | 26.12% |
Angela Pompian Sunpointe, LLC | 3,064 | $843,787.35 | $1.2M | $355,554.14 | 42.14% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 4,872 | $1.61M | $1.95M | $339,711.5 | 21.05% |
Kyle Jones Pineridge Advisors LLC | 54 | $17,426.24 | $21,137.22 | $3,710.98 | 21.3% |
Michael Koch Counterweight Ventures, LLC | 10,437 | $2.78M | $4.2M | $1.42M | 51.05% |
Sean Rooney Prospect Financial Services LLC | 600 | $168,184.53 | $239,856 | $71,671.47 | 42.61% |
Scott Wallace Shorepath Capital Management LLC | 24,561 | $6.42M | $9.74M | $3.32M | 51.62% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,129 | $2.38M | $2.79M | $412,709.24 | 17.36% |