| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 1,227 | $285,130.63 | $350,492.55 | $65,361.92 | 22.92% |
David Novak Novak & Powell Financial Services, Inc. | 1,480 | $345,758.46 | $424,131 | $78,372.54 | 22.67% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,231 | $532,462.39 | $639,136.88 | $106,674.49 | 20.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 95,806 | $22.56M | $27.37M | $4.81M | 21.3% |
Lance Johnson ROI Financial Advisors, LLC | 4,073 | $1.08M | $1.17M | $88,913.54 | 8.2% |
Angela Mari Abich Financial Wealth Management LLC | 221 | $64,864 | $63,278.93 | -$1,585.07 | -2.44% |
Anne Wright Lummis Asset Management, LP | 2,019 | $578,545.22 | $578,907.87 | $362.65 | 0.06% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,351 | $1.25M | $1.53M | $283,224.71 | 22.72% |
Alana Parm MORTON COMMUNITY BANK | 16,135 | $3.3M | $4.61M | $1.31M | 39.77% |
| FTM F. Thomas Mosley Mosley Wealth Management | 179 | $39,513.17 | $51,713.1 | $12,199.93 | 30.88% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,324 | $1.06M | $1.24M | $175,373.11 | 16.53% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 3,120 | $781,631.43 | $893,474.4 | $111,842.97 | 14.31% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 22,338 | $5.2M | $6.4M | $1.2M | 23.08% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 380 | $106,147.49 | $109,411.5 | $3,264.01 | 3.07% |
Corey Saft Sivia Capital Partners, LLC | 3,066 | $686,631 | $876,170.82 | $189,539.82 | 27.6% |
Angela Pompian Sunpointe, LLC | 3,199 | $753,510.8 | $917,137.3 | $163,626.5 | 21.72% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 10,473 | $2.35M | $3.01M | $664,616.93 | 28.34% |
Kyle Jones Pineridge Advisors LLC | 18 | $4,347.43 | $5,147.19 | $799.76 | 18.4% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,587 | $431,443.81 | $453,509.05 | $22,065.24 | 5.11% |
Ashley Meredith Abel Hall, LLC | 3,259 | $722,699.44 | $939,406.75 | $216,707.31 | 29.99% |