| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kathryn Lutz Wiser Advisor Group LLC | 267 | $88,730.61 | $84,673.71 | -$4,056.9 | -4.57% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,097 | $253,110.76 | $344,490.91 | $91,380.15 | 36.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 112,055 | $23M | $35.17M | $12.17M | 52.93% |
Angela Mari Abich Financial Wealth Management LLC | 35 | $9,211.26 | $10,969.35 | $1,758.09 | 19.09% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 871 | $254,540.58 | $273,602.87 | $19,062.29 | 7.49% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 736 | $206,394.55 | $234,327.68 | $27,933.13 | 13.53% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,645 | $311,596.84 | $516,809.65 | $205,212.81 | 65.86% |
Alana Parm MORTON COMMUNITY BANK | 17,042 | $3.25M | $5.35M | $2.1M | 64.54% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4 | $1,209.92 | $1,254.36 | $44.44 | 3.67% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,081 | $976,875.81 | $964,399.21 | -$12,476.6 | -1.28% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 114,771 | $21.91M | $36.16M | $14.24M | 64.99% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 6,362 | $1.21M | $2.02M | $810,217.91 | 66.89% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 175 | $46,648.96 | $54,840.62 | $8,191.66 | 17.56% |
Corey Saft Sivia Capital Partners, LLC | 804 | $198,778.95 | $251,672.1 | $52,893.15 | 26.61% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 4,658 | $921,229.25 | $1.46M | $540,777.21 | 58.7% |
Angela Pompian Sunpointe, LLC | 943 | $348,404.47 | $297,431.63 | -$50,972.84 | -14.63% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,783 | $521,668.63 | $886,635.97 | $364,967.34 | 69.96% |
Kyle Jones Pineridge Advisors LLC | 11 | $2,237.67 | $3,443.44 | $1,205.77 | 53.89% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,776 | $616,979.78 | $555,932.4 | -$61,047.38 | -9.89% |
Ashley Meredith Abel Hall, LLC | 3,940 | $1.24M | $1.23M | -$18,209.65 | -1.46% |