| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,409 | $444,566.56 | $596,781.57 | $152,215.01 | 34.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 639,128 | $146.32M | $159.81M | $13.49M | 9.22% |
Robert R Schulz Schulz Wealth, LTD. | 932 | $226,560 | $231,369 | $4,809 | 2.12% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,733 | $499,938.58 | $677,046.09 | $177,107.51 | 35.43% |
Simone Vannoy Vannoy Advisory Group, Inc. | 4,152 | $747,281.1 | $1.02M | $268,422.66 | 35.92% |
| FTM F. Thomas Mosley Mosley Wealth Management | 28,982 | $6.99M | $7.09M | $102,267.74 | 1.46% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,827 | $2.42M | $2.98M | $556,265.86 | 22.99% |
Brandon Hobson Silver Coast Investments LLC | 105,958 | $20.02M | $25.92M | $5.9M | 29.46% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 915 | $222,361 | $223,836.45 | $1,475.45 | 0.66% |
Kyle Jones Pineridge Advisors LLC | 83 | $15,210.23 | $20,304.29 | $5,094.06 | 33.49% |
Sean Rooney Prospect Financial Services LLC | 3,446 | $773,880.87 | $853,677.58 | $79,796.71 | 10.31% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 5,693 | $1.04M | $1.39M | $352,076.82 | 33.83% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,123 | $272,981 | $274,719.49 | $1,738.49 | 0.64% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,725 | $336,392.35 | $421,986.75 | $85,594.4 | 25.44% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 4,519 | $813,871.28 | $1.11M | $291,611.69 | 35.83% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 47,274 | $8.62M | $11.56M | $2.95M | 34.21% |
Lindsey Cooksen Cooksen Wealth, LLC | 5,492 | $1.02M | $1.34M | $322,678.69 | 31.61% |
Douglas E. Morisoli Fairman Group, LLC | 112 | $20,217.62 | $27,398.56 | $7,180.94 | 35.52% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 1,593 | $349,225.23 | $389,695.59 | $40,470.36 | 11.59% |
Thaddeus Gilliam Verisail Partners, LLC | 903 | $219,420 | $220,900.89 | $1,480.89 | 0.67% |