| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Chatfield LM Advisors LLC | 734 | $139,311.21 | $257,303.7 | $117,992.49 | 84.7% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,960 | $580,445.3 | $696,486.02 | $116,040.72 | 19.99% |
Alan Gilmore Private Wealth Management Group, LLC | 294 | $56,274.36 | $103,467.42 | $47,193.06 | 83.86% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 266 | $88,392.38 | $94,523.1 | $6,130.72 | 6.94% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,096 | $252,772.43 | $389,463.61 | $136,691.18 | 54.08% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 106,711 | $21.19M | $37.55M | $16.37M | 77.26% |
Angela Mari Abich Financial Wealth Management LLC | 35 | $9,211.26 | $12,437.25 | $3,225.99 | 35.02% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 871 | $254,540.58 | $309,509.86 | $54,969.28 | 21.6% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 732 | $205,041.38 | $260,116.21 | $55,074.83 | 26.86% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,645 | $311,596.84 | $577,584.17 | $265,987.33 | 85.36% |
Alana Parm MORTON COMMUNITY BANK | 17,027 | $3.25M | $5.98M | $2.73M | 84.22% |
| FTM F. Thomas Mosley Mosley Wealth Management | 70 | $21,173.6 | $24,874.5 | $3,700.9 | 17.48% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,806 | $883,833.7 | $985,228.69 | $101,394.99 | 11.47% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 113,749 | $21.57M | $40.42M | $18.85M | 87.4% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 6,580 | $1.25M | $2.34M | $1.09M | 86.74% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 171 | $45,298.74 | $60,040.66 | $14,741.92 | 32.54% |
Corey Saft Sivia Capital Partners, LLC | 804 | $198,778.95 | $285,701.41 | $86,922.46 | 43.73% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 4,609 | $904,650.76 | $1.62M | $713,638.27 | 78.89% |
Angela Pompian Sunpointe, LLC | 1,573 | $522,629.1 | $558,965.57 | $36,336.47 | 6.95% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,781 | $520,992.13 | $988,228.38 | $467,236.25 | 89.68% |