| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Seth Hodes Able Wealth Management LLC | 2,183 | $247,207.46 | $245,107.24 | -$2,100.22 | -0.85% |
Kevin Kuhn Kuhn & Co Investment Counsel | 8,864 | $487,003.95 | $1.05M | $567,368.85 | 116.5% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 6,389 | $356,332.9 | $759,267.48 | $402,934.58 | 113.08% |
Brian Distler Lakeridge Wealth Management LLC | 8,209 | $495,020.53 | $976,132.19 | $481,111.66 | 97.19% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,281 | $160,937.14 | $270,640.65 | $109,703.51 | 68.17% |
Corey Saft Sivia Capital Partners, LLC | 18,918 | $2.06M | $2.25M | $183,429.93 | 8.89% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 2,914 | $317,019.2 | $345,454.7 | $28,435.5 | 8.97% |
Lynda Bartsch Chaney Capital Management, Inc. | 1,787 | $222,088 | $212,286.66 | -$9,801.34 | -4.41% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 13,206 | $710,899.26 | $1.56M | $845,691.96 | 118.96% |
| STY Samer T. Yaghnam Unisphere Establishment | 150,000 | $16.99M | $17.83M | $842,010 | 4.96% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 12,273 | $782,435.56 | $1.45M | $668,294.4 | 85.41% |
Angela Pompian Sunpointe, LLC | 14,340 | $1.41M | $1.7M | $290,128.78 | 20.58% |
Patrick Gaul Oceanside Advisors LLC | 2,330 | $210,515.98 | $276,862.25 | $66,346.27 | 31.52% |
D. Garet Strange Hobbs Group Advisors, LLC | 10,580 | $616,376.31 | $1.26M | $642,432.09 | 104.23% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 13,480 | $1.27M | $1.6M | $329,865.43 | 25.87% |
Kyle Jones Pineridge Advisors LLC | 5,928 | $348,895.41 | $703,120.08 | $354,224.67 | 101.53% |
Michael Koch Counterweight Ventures, LLC | 2,882 | $249,349.97 | $341,920.48 | $92,570.51 | 37.12% |
Jay S. Arce Taylor Financial Group, Inc. | 2,405 | $197,272.88 | $283,994.42 | $86,721.54 | 43.96% |
Sean Rooney Prospect Financial Services LLC | 1,877 | $209,126.2 | $221,185.68 | $12,059.48 | 5.77% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 9,580 | $867,388.16 | $1.14M | $271,769.64 | 31.33% |