| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dennis R. Plyler FCG Investment Co | 4,954 | $1.66M | $1.43M | -$224,217.76 | -13.52% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 23,125 | $1.49M | $6.7M | $5.21M | 350.52% |
| FTM F. Thomas Mosley Mosley Wealth Management | 6,124 | $618,795.43 | $1.77M | $1.15M | 186.57% |
Ryan M Palmer Optimist Retirement Group LLC | 2,407 | $203,042.52 | $696,970.92 | $493,928.4 | 243.26% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,584 | $493,955.67 | $1.04M | $543,827.37 | 110.1% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,238 | $1.06M | $1.23M | $165,197.28 | 15.56% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 5,509 | $1.38M | $1.6M | $214,741.04 | 15.56% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3 | $752 | $868.68 | $116.68 | 15.52% |
Corey Saft Sivia Capital Partners, LLC | 7,596 | $1.27M | $2.2M | $932,714.22 | 73.63% |
Angela Pompian Sunpointe, LLC | 2,653 | $664,805 | $768,202.68 | $103,397.68 | 15.55% |
D. Garet Strange Hobbs Group Advisors, LLC | 5,329 | $710,723.26 | $1.54M | $832,341.98 | 117.11% |
Kyle Jones Pineridge Advisors LLC | 29 | $2,094 | $8,397.24 | $6,303.24 | 301.01% |
Sean Rooney Prospect Financial Services LLC | 2,239 | $204,339.04 | $648,324.84 | $443,985.8 | 217.28% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 65,960 | $7.04M | $19.1M | $12.06M | 171.34% |
Ashley Meredith Abel Hall, LLC | 1,865 | $302,149.07 | $540,029.4 | $237,880.33 | 78.73% |
Darin Pilacinski True Vision MN LLC | 2,967 | $449,240.22 | $859,124.52 | $409,884.3 | 91.24% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 2,285 | $370,193 | $661,644.6 | $291,451.6 | 78.73% |
Michael Bailey MGB Wealth Management, LLC | 1,256 | $203,531 | $363,687.36 | $160,156.36 | 78.69% |
Fox Hill Wealth Management Fox Hill Wealth Management | 966 | $241,960 | $279,714.96 | $37,754.96 | 15.6% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 600 | $200,892 | $173,736 | -$27,156 | -13.52% |