| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 53,235 | $12.86M | $20.32M | $7.46M | 57.97% |
Tammy Trenta FF Advisors,LLC | 10,560 | $2.62M | $3.89M | $1.27M | 48.4% |
Seth Hodes Able Wealth Management LLC | 2,090 | $626,875.52 | $769,558.88 | $142,683.36 | 22.76% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 667 | $178,429.07 | $254,680.61 | $76,251.54 | 42.73% |
Brian Distler Lakeridge Wealth Management LLC | 2,364 | $609,358.65 | $870,448.42 | $261,089.77 | 42.85% |
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 | $320,342.69 | $53,994.94 | 20.27% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 919 | $268,080.66 | $350,791.49 | $82,710.83 | 30.85% |
Lynda Bartsch Chaney Capital Management, Inc. | 1,090 | $291,586 | $416,194.7 | $124,608.7 | 42.73% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 9 | $2,897.17 | $3,313.89 | $416.72 | 14.38% |
Angela Pompian Sunpointe, LLC | 39,097 | $11.53M | $14.4M | $2.87M | 24.9% |
Patrick Gaul Oceanside Advisors LLC | 1,538 | $541,487.39 | $566,306.96 | $24,819.57 | 4.58% |
D. Garet Strange Hobbs Group Advisors, LLC | 7,035 | $1.7M | $2.69M | $984,861.81 | 57.89% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,732 | $1.39M | $2.11M | $723,028.15 | 52.11% |
Kyle Jones Pineridge Advisors LLC | 177 | $47,349.29 | $65,173.17 | $17,823.88 | 37.64% |
Jay S. Arce Taylor Financial Group, Inc. | 570 | $210,923 | $209,879.69 | -$1,043.31 | -0.49% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,005 | $261,141.73 | $370,051.04 | $108,909.31 | 41.71% |
Scott Wallace Shorepath Capital Management LLC | 2,855 | $679,381.1 | $1.05M | $371,858.42 | 54.73% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,582 | $852,145.14 | $985,755.96 | $133,610.82 | 15.68% |
Stephanie Ternes Wealth Forward, LLC | 976 | $267,239.21 | $359,372.95 | $92,133.74 | 34.48% |