| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 87,030 | $10.78M | $14.06M | $3.28M | 30.42% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 1,803 | $205,477.68 | $292,536.75 | $87,059.07 | 42.37% |
| FTM F. Thomas Mosley Mosley Wealth Management | 98 | $15,402 | $15,274.28 | -$127.72 | -0.83% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,508 | $1.2M | $1.38M | $181,953.76 | 15.18% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,157 | $221,912 | $347,212.29 | $125,300.29 | 56.46% |
Tammy Trenta FF Advisors,LLC | 9,470 | $974,313.72 | $1.48M | $501,680.48 | 51.49% |
Brian Distler Lakeridge Wealth Management LLC | 1,522 | $209,776.44 | $237,218.92 | $27,442.48 | 13.08% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,741 | $394,174.21 | $427,212.26 | $33,038.05 | 8.38% |
Corey Saft Sivia Capital Partners, LLC | 209,722 | $29.34M | $32.69M | $3.35M | 11.41% |
Brandon Hobson Silver Coast Investments LLC | 39,123 | $5.51M | $6.1M | $587,749.46 | 10.67% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 371,259 | $58.27M | $59.62M | $1.35M | 2.32% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 242 | $34,093.75 | $37,718.12 | $3,624.37 | 10.63% |
Angela Pompian Sunpointe, LLC | 1,646 | $232,231.8 | $256,545.56 | $24,313.76 | 10.47% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,358 | $733,565.97 | $862,477.26 | $128,911.29 | 17.57% |
Philip Smith SWP FINANCIAL LLC | 6,991 | $727,075.16 | $1.09M | $362,542.1 | 49.86% |
Nicholas Jeffries M3 Advisory Group, LLC | 1,435 | $225,292 | $223,659.1 | -$1,632.9 | -0.72% |
David Quinn Pine Harbor Wealth Management, LLC | 8,968 | $979,397.59 | $1.45M | $469,203.45 | 47.91% |
Addis & Hill Inc. Addis & Hill, Inc | 3,368 | $346,499.84 | $524,936.48 | $178,436.64 | 51.5% |
Douglas E. Morisoli Fairman Group, LLC | 717 | $79,369.07 | $111,751.62 | $32,382.55 | 40.8% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 134,235 | $16.14M | $20.92M | $4.78M | 29.63% |