| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Chatfield LM Advisors LLC | 767 | $145,493.52 | $230,583.21 | $85,089.69 | 58.48% |
Alan Gilmore Private Wealth Management Group, LLC | 284 | $53,249.53 | $85,378.92 | $32,129.39 | 60.34% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 266 | $88,392.38 | $79,967.58 | -$8,424.8 | -9.53% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,096 | $252,772.43 | $329,490.48 | $76,718.05 | 30.35% |
Angela Mari Abich Financial Wealth Management LLC | 24 | $5,557.38 | $7,215.12 | $1,657.74 | 29.83% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 871 | $254,540.58 | $261,848.73 | $7,308.15 | 2.87% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,459 | $673,402.2 | $739,249.17 | $65,846.97 | 9.78% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,699 | $321,713.19 | $510,770.37 | $189,057.18 | 58.77% |
Alana Parm MORTON COMMUNITY BANK | 17,027 | $3.25M | $5.12M | $1.87M | 57.73% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,806 | $883,833.7 | $843,567.78 | -$40,265.92 | -4.56% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 113,749 | $21.57M | $34.2M | $12.63M | 58.54% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 6,580 | $1.25M | $1.98M | $726,061.31 | 57.99% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 171 | $45,298.74 | $51,407.73 | $6,108.99 | 13.49% |
Corey Saft Sivia Capital Partners, LLC | 804 | $198,778.95 | $241,706.52 | $42,927.57 | 21.6% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 4,591 | $899,205.13 | $1.38M | $480,987.2 | 53.49% |
Angela Pompian Sunpointe, LLC | 1,573 | $522,629.1 | $472,890.99 | -$49,738.11 | -9.52% |
D. Garet Strange Hobbs Group Advisors, LLC | 2,781 | $520,992.13 | $836,052.03 | $315,059.9 | 60.47% |
Kyle Jones Pineridge Advisors LLC | 11 | $2,237.67 | $3,306.93 | $1,069.26 | 47.78% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,123 | $392,450.01 | $337,607.49 | -$54,842.52 | -13.97% |
Stacy Creekmur Creekmur Asset Management LLC | 2,933 | $849,275.89 | $881,747.79 | $32,471.9 | 3.82% |