| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Milam Mustard Seed Financial, LLC | 4,867 | $587,275.23 | $780,277.44 | $193,002.21 | 32.86% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 28,413 | $3.4M | $4.56M | $1.16M | 34.17% |
Alan Gilmore Private Wealth Management Group, LLC | 100 | $14,352 | $16,032 | $1,680 | 11.71% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 5,119 | $620,920.96 | $820,678.08 | $199,757.12 | 32.17% |
David Novak Novak & Powell Financial Services, Inc. | 3,084 | $346,361.64 | $494,426.88 | $148,065.24 | 42.75% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.4M | $156.27M | $224.14M | $67.88M | 43.44% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 5,950 | $718,490.65 | $953,904 | $235,413.35 | 32.76% |
Simone Vannoy Vannoy Advisory Group, Inc. | 3,101 | $346,164.66 | $497,152.32 | $150,987.66 | 43.62% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,056 | $1.03M | $1.13M | $105,875.3 | 10.33% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 82 | $12,144 | $13,146.24 | $1,002.24 | 8.25% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 8,512 | $950,194.46 | $1.36M | $414,449.38 | 43.62% |
Tammy Trenta FF Advisors,LLC | 14,478 | $1.62M | $2.32M | $698,971.18 | 43.09% |
Kevin Kuhn Kuhn & Co Investment Counsel | 17,498 | $2.3M | $2.81M | $501,267.41 | 21.76% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,242 | $390,002.7 | $519,757.44 | $129,754.74 | 33.27% |
Brandon Hobson Silver Coast Investments LLC | 2,855 | $422,854 | $457,713.6 | $34,859.6 | 8.24% |
Lynda Bartsch Chaney Capital Management, Inc. | 41,721 | $4.66M | $6.69M | $2.03M | 43.62% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,207 | $173,095.61 | $193,506.24 | $20,410.63 | 11.79% |
Kyle Jones Pineridge Advisors LLC | 393 | $43,892.43 | $63,005.76 | $19,113.33 | 43.55% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 2,936 | $434,822 | $470,699.52 | $35,877.52 | 8.25% |
Sean Rooney Prospect Financial Services LLC | 17,960 | $2.5M | $2.88M | $382,616.04 | 15.32% |