| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Chatto Encompass More Asset Management | 5,148 | $616,906.48 | $745,481.88 | $128,575.4 | 20.84% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 11,483 | $1.25M | $1.65M | $397,909.17 | 31.82% |
Jonathan Chatfield LM Advisors LLC | 2,660 | $278,595.69 | $382,720.8 | $104,125.11 | 37.37% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 5,592 | $647,396.94 | $796,049.16 | $148,652.22 | 22.96% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,888 | $381,489.08 | $566,948.16 | $185,459.08 | 48.61% |
Alan Gilmore Private Wealth Management Group, LLC | 1,308 | $138,145.22 | $185,382.84 | $47,237.62 | 34.19% |
David Novak Novak & Powell Financial Services, Inc. | 2,326 | $220,016.34 | $334,606.73 | $114,590.39 | 52.08% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 186,133 | $20.25M | $26.38M | $6.13M | 30.25% |
Angela Mari Abich Financial Wealth Management LLC | 4,070 | $402,704.24 | $595,685.2 | $192,980.96 | 47.92% |
Anne Wright Lummis Asset Management, LP | 12,315 | $1.33M | $1.77M | $440,814.44 | 33.1% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,092 | $197,784.02 | $301,038.8 | $103,254.78 | 52.21% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,416 | $239,598.02 | $347,227.52 | $107,629.5 | 44.92% |
Alana Parm MORTON COMMUNITY BANK | 43,782 | $4.94M | $6.21M | $1.26M | 25.54% |
| FTM F. Thomas Mosley Mosley Wealth Management | 39 | $4,505.54 | $5,697.9 | $1,192.36 | 26.46% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 14,858 | $1.48M | $2.17M | $696,751.55 | 47.22% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,303 | $149,211.01 | $189,299.84 | $40,088.83 | 26.87% |
Tammy Trenta FF Advisors,LLC | 2,227 | $251,014.65 | $315,632.71 | $64,618.06 | 25.74% |
Kevin Kuhn Kuhn & Co Investment Counsel | 3,968 | $371,749.32 | $571,907.84 | $200,158.52 | 53.84% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 249 | $26,000.22 | $36,443.64 | $10,443.42 | 40.17% |
Corey Saft Sivia Capital Partners, LLC | 2,457 | $230,131.8 | $358,930.84 | $128,799.04 | 55.97% |