| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Hill Bey-Douglas LLC | 4,487 | $293,381.53 | $488,499.69 | $195,118.16 | 66.51% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 362 | $18,098.42 | $41,137.68 | $23,039.26 | 127.3% |
Jonathan Chatfield LM Advisors LLC | 3,361 | $395,000 | $386,750.27 | -$8,249.73 | -2.09% |
Jennifer Milam Mustard Seed Financial, LLC | 1,844 | $216,597 | $201,770.48 | -$14,826.52 | -6.85% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 9,990 | $871,847.83 | $1.14M | $263,415.77 | 30.21% |
Alan Gilmore Private Wealth Management Group, LLC | 2,779 | $232,690.21 | $305,273.15 | $72,582.94 | 31.19% |
David Novak Novak & Powell Financial Services, Inc. | 3,286 | $173,786.16 | $378,120.02 | $204,333.86 | 117.58% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,642 | $112,520.47 | $188,944.94 | $76,424.47 | 67.92% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,973 | $231,723 | $216,655.13 | -$15,067.87 | -6.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 611,037 | $33.6M | $67.12M | $33.52M | 99.77% |
Angela Mari Abich Financial Wealth Management LLC | 2,625 | $126,743.39 | $298,305 | $171,561.61 | 135.36% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,853 | $358,813.62 | $642,249.69 | $283,436.07 | 78.99% |
Anne Wright Lummis Asset Management, LP | 6,742 | $417,804.24 | $775,801.94 | $357,997.7 | 85.69% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 24,517 | $1.52M | $2.68M | $1.16M | 76.16% |
Dennis R. Plyler FCG Investment Co | 4,321 | $312,220.46 | $474,661.85 | $162,441.39 | 52.03% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,157 | $253,346 | $248,205.99 | -$5,140.01 | -2.03% |
Robert R Schulz Schulz Wealth, LTD. | 1,900 | $223,174 | $207,679.5 | -$15,494.5 | -6.94% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 8,353 | $473,198.21 | $949,234.92 | $476,036.71 | 100.6% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 36,250 | $2.06M | $3.97M | $1.92M | 93.22% |
Alana Parm MORTON COMMUNITY BANK | 64,567 | $3.36M | $7.09M | $3.73M | 111.22% |