| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 726 | $35,733.44 | $60,766.2 | $25,032.76 | 70.05% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 79,491 | $4.89M | $6.7M | $1.81M | 37.06% |
Kevin Kuhn Kuhn & Co Investment Counsel | 45,002 | $4.19M | $3.78M | -$410,460.27 | -9.79% |
Brian Distler Lakeridge Wealth Management LLC | 5,022 | $302,751.43 | $423,455.04 | $120,703.61 | 39.87% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,907 | $209,547.1 | $325,374.96 | $115,827.86 | 55.28% |
Corey Saft Sivia Capital Partners, LLC | 23,544 | $1.86M | $1.96M | $105,057.67 | 5.66% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,681 | $120,688 | $139,102.75 | $18,414.75 | 15.26% |
| STY Samer T. Yaghnam Unisphere Establishment | 100,900 | $8.03M | $8.27M | $241,655.5 | 3.01% |
Angela Pompian Sunpointe, LLC | 14,790 | $1.15M | $1.24M | $95,779.24 | 8.36% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 32,665 | $2.6M | $2.75M | $153,852.14 | 5.92% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,427 | $886,145.61 | $867,839.21 | -$18,306.4 | -2.07% |
Ashley Meredith Abel Hall, LLC | 9,611 | $838,569.03 | $794,060.82 | -$44,508.21 | -5.31% |
Darin Pilacinski True Vision MN LLC | 5,535 | $411,204.99 | $458,242.65 | $47,037.66 | 11.44% |
Nitin Kumbhani Accent Capital Management, LLC | 404 | $33,387 | $33,903.68 | $516.68 | 1.55% |
Philip Smith SWP FINANCIAL LLC | 2,802 | $198,893.37 | $232,187.73 | $33,294.36 | 16.74% |
Nicholas Jeffries M3 Advisory Group, LLC | 6,718 | $353,960.88 | $566,596.12 | $212,635.24 | 60.07% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 2,876 | $267,763.9 | $238,276.6 | -$29,487.3 | -11.01% |
Mark VanderPol VanderPol Investments L.L.C. | 2,295 | $213,894 | $188,201.47 | -$25,692.53 | -12.01% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 2,747 | $227,012 | $227,918.59 | $906.59 | 0.4% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,751 | $324,951.55 | $399,487.83 | $74,536.28 | 22.94% |