| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 53,235 | $12.86M | $19.99M | $7.13M | 55.42% |
Tammy Trenta FF Advisors,LLC | 10,560 | $2.62M | $4M | $1.38M | 52.55% |
Seth Hodes Able Wealth Management LLC | 2,090 | $626,875.52 | $792,737 | $165,861.48 | 26.46% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 667 | $178,429.07 | $255,394.97 | $76,965.9 | 43.14% |
Brian Distler Lakeridge Wealth Management LLC | 2,364 | $609,358.65 | $894,064.8 | $284,706.15 | 46.72% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 363 | $127,103.64 | $133,660.23 | $6,556.59 | 5.16% |
Corey Saft Sivia Capital Partners, LLC | 870 | $266,347.75 | $332,770.65 | $66,422.9 | 24.94% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 919 | $268,080.66 | $345,093.69 | $77,013.03 | 28.73% |
Lynda Bartsch Chaney Capital Management, Inc. | 1,090 | $291,586 | $418,233 | $126,647 | 43.43% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 9 | $2,897.17 | $3,416.31 | $519.14 | 17.92% |
Angela Pompian Sunpointe, LLC | 39,097 | $11.53M | $14.67M | $3.15M | 27.31% |
Patrick Gaul Oceanside Advisors LLC | 1,538 | $541,487.39 | $584,024.74 | $42,537.35 | 7.86% |
D. Garet Strange Hobbs Group Advisors, LLC | 7,035 | $1.7M | $2.66M | $957,460.48 | 56.28% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,732 | $1.39M | $2.15M | $762,894.27 | 54.98% |
Kyle Jones Pineridge Advisors LLC | 177 | $47,349.29 | $66,573.24 | $19,223.95 | 40.6% |
Jay S. Arce Taylor Financial Group, Inc. | 570 | $210,923 | $218,461.05 | $7,538.05 | 3.57% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,005 | $261,141.73 | $381,297 | $120,155.27 | 46.01% |
Scott Wallace Shorepath Capital Management LLC | 2,855 | $679,381.1 | $1.1M | $415,625.6 | 61.18% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,582 | $852,145.14 | $968,947.14 | $116,802 | 13.71% |
Stephanie Ternes Wealth Forward, LLC | 976 | $267,239.21 | $370,616.48 | $103,377.27 | 38.68% |