| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Silberg EVERPAR ADVISORS LLC | 5,756 | $396,497.71 | $601,099.08 | $204,601.37 | 51.6% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 34,220 | $2.7M | $3.27M | $572,011.21 | 21.17% |
Matthew Stead Sachetta, LLC | 1,333 | $93,209.6 | $139,205.19 | $45,995.59 | 49.35% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,254 | $90,077 | $130,955.22 | $40,878.22 | 45.38% |
Neil Greenspan Fielder Capital Group LLC | 5,972 | $444,560.19 | $629,269.64 | $184,709.45 | 41.55% |
Chandler te Velde Maia Wealth LLC | 2,828 | $203,125.44 | $295,328.04 | $92,202.6 | 45.39% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,774 | $724,460.74 | $811,838.82 | $87,378.08 | 12.06% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 9,335 | $742,621.63 | $974,854.05 | $232,232.42 | 31.27% |
Sharon Allen Sterling Wealth Management, Inc. | 4,670 | $325,264.23 | $487,688.1 | $162,423.87 | 49.94% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,419 | $710,098.57 | $983,626.17 | $273,527.6 | 38.52% |
Kelly Richert Clayton Financial Group LLC | 4,280 | $323,547.36 | $446,960.4 | $123,413.04 | 38.14% |
Christopher Griffith Stablepoint Partners, LLC | 88,359 | $6.51M | $9.23M | $2.71M | 41.68% |
Alan Gilmore Private Wealth Management Group, LLC | 1,405 | $134,887.91 | $146,724.15 | $11,836.24 | 8.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 169,297 | $13.17M | $17.68M | $4.51M | 34.28% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,452 | $176,484.84 | $234,607.36 | $58,122.52 | 32.93% |
Anne Wright Lummis Asset Management, LP | 800 | $53,368 | $83,544 | $30,176 | 56.54% |
Alana Parm MORTON COMMUNITY BANK | 48,243 | $3.71M | $5.04M | $1.33M | 35.87% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9 | $931 | $939.87 | $8.87 | 0.95% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,086 | $655,853.26 | $948,850.98 | $292,997.72 | 44.67% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 63 | $4,749.8 | $6,579.09 | $1,829.29 | 38.51% |