| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 10,194 | $559,327.88 | $714,956.19 | $155,628.31 | 27.82% |
Tammy Trenta FF Advisors,LLC | 247,306 | $12.52M | $17.36M | $4.85M | 38.72% |
Seth Hodes Able Wealth Management LLC | 5,503 | $270,106.54 | $386,310.6 | $116,204.06 | 43.02% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,945 | $209,832 | $206,974.6 | -$2,857.4 | -1.36% |
Brian Distler Lakeridge Wealth Management LLC | 6,762 | $357,991.94 | $474,962.88 | $116,970.94 | 32.67% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 533 | $27,302.75 | $37,184.74 | $9,881.99 | 36.19% |
Brandon Hobson Silver Coast Investments LLC | 58,252 | $2.79M | $4.09M | $1.3M | 46.58% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 83,217 | $4.54M | $5.84M | $1.3M | 28.73% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 5,942 | $286,978.68 | $416,771.88 | $129,793.2 | 45.23% |
Angela Pompian Sunpointe, LLC | 24,030 | $1.57M | $1.68M | $114,557.87 | 7.3% |
D. Garet Strange Hobbs Group Advisors, LLC | 10,044 | $637,274.93 | $705,490.56 | $68,215.63 | 10.7% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 3,249 | $231,492 | $228,209.76 | -$3,282.24 | -1.42% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 271,173 | $17.13M | $18.92M | $1.79M | 10.43% |
Stephanie Ternes Wealth Forward, LLC | 266,252 | $13.12M | $18.64M | $5.52M | 42.1% |
Stacy Creekmur Creekmur Asset Management LLC | 4,655 | $306,401.67 | $324,686.25 | $18,284.58 | 5.97% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 6,221 | $307,476.02 | $436,714.2 | $129,238.18 | 42.03% |
Erik Roemer GERBER, LLC | 5,448 | $334,830.54 | $382,258.92 | $47,428.38 | 14.16% |
Philip Smith SWP FINANCIAL LLC | 6,458 | $323,255.99 | $453,093.28 | $129,837.29 | 40.17% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 78,384 | $3.88M | $5.47M | $1.59M | 40.88% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 10,489 | $655,248 | $735,593.57 | $80,345.57 | 12.26% |