| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lance Johnson ROI Financial Advisors, LLC | 1,887 | $571,407.12 | $811,410 | $240,002.88 | 42% |
Angela Mari Abich Financial Wealth Management LLC | 976 | $199,816 | $435,910.88 | $236,094.88 | 118.16% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,590 | $291,082 | $684,510.92 | $393,428.92 | 135.16% |
Anne Wright Lummis Asset Management, LP | 13 | $6,603 | $5,806.19 | -$796.81 | -12.07% |
Dennis R. Plyler FCG Investment Co | 3,736 | $1.29M | $1.61M | $312,461.38 | 24.15% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,672 | $573,785.19 | $1.19M | $619,610.17 | 107.99% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,000 | $204,740 | $431,080 | $226,340 | 110.55% |
Alana Parm MORTON COMMUNITY BANK | 500 | $361,500 | $215,045 | -$146,455 | -40.51% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,230 | $848,893.62 | $525,197.7 | -$323,695.92 | -38.13% |
Ryan M Palmer Optimist Retirement Group LLC | 1,199 | $431,154 | $515,581.99 | $84,427.99 | 19.58% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 473 | $341,979 | $203,158.23 | -$138,820.77 | -40.59% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,082 | $2.6M | $2.56M | -$45,352.15 | -1.74% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 320 | $65,315.29 | $142,921.6 | $77,606.31 | 118.82% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 2,200 | $362,600.37 | $982,586 | $619,985.63 | 170.98% |
Tammy Trenta FF Advisors,LLC | 507 | $175,193.58 | $226,441.41 | $51,247.83 | 29.25% |
Kevin Kuhn Kuhn & Co Investment Counsel | 556 | $401,988 | $248,326.28 | -$153,661.72 | -38.23% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 4,712 | $3.41M | $2.03M | -$1.38M | -40.44% |
Brian Distler Lakeridge Wealth Management LLC | 301 | $217,656 | $134,435.63 | -$83,220.37 | -38.23% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 202 | $33,236.42 | $86,241.88 | $53,005.46 | 159.48% |
Corey Saft Sivia Capital Partners, LLC | 1,372 | $239,440.78 | $612,776.36 | $373,335.58 | 155.92% |