| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 221 | $64,864 | $56,710.81 | -$8,153.19 | -12.57% |
Anne Wright Lummis Asset Management, LP | 2,030 | $581,107.89 | $520,918.3 | -$60,189.59 | -10.36% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,351 | $1.25M | $1.37M | $126,360.15 | 10.14% |
Alana Parm MORTON COMMUNITY BANK | 15,220 | $3.09M | $3.91M | $813,585.7 | 26.31% |
| FTM F. Thomas Mosley Mosley Wealth Management | 29 | $5,892.22 | $7,435.31 | $1,543.09 | 26.19% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,503 | $876,986.58 | $898,134.17 | $21,147.59 | 2.41% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3,120 | $781,631.43 | $799,936.8 | $18,305.37 | 2.34% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 22,847 | $5.32M | $5.86M | $535,120.97 | 10.05% |
Collin Randall Randall & Associates Wealth Management | 1,945 | $395,185 | $499,106.45 | $103,921.45 | 26.3% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 406 | $112,378.48 | $104,484.1 | -$7,894.38 | -7.02% |
Angela Pompian Sunpointe, LLC | 2,567 | $611,974.41 | $658,153.13 | $46,178.72 | 7.55% |
Kyle Jones Pineridge Advisors LLC | 18 | $4,347.43 | $4,632.3 | $284.87 | 6.55% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,359 | $380,383.21 | $349,738.65 | -$30,644.56 | -8.06% |
Ashley Meredith Abel Hall, LLC | 5,062 | $1.19M | $1.3M | $116,220.75 | 9.8% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,647 | $1.35M | $1.45M | $96,932.52 | 7.18% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,151 | $544,995.41 | $553,559.85 | $8,564.44 | 1.57% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,110 | $498,558.6 | $543,008.5 | $44,449.9 | 8.92% |
Michael Bailey MGB Wealth Management, LLC | 3,321 | $779,504.5 | $854,659.35 | $75,154.85 | 9.64% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,242 | $798,516.53 | $834,328.7 | $35,812.17 | 4.48% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,167 | $314,804.14 | $300,327.45 | -$14,476.69 | -4.6% |