| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,382 | $151,476.25 | $173,376.18 | $21,899.93 | 14.46% |
Christian Scharosch 1248 Management, LLC | 587 | $71,199 | $73,592.19 | $2,393.19 | 3.36% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,270 | $280,920.68 | $282,251.8 | $1,331.12 | 0.47% |
Michael Herman Apollon Financial, LLC | 27,014 | $2.94M | $3.39M | $447,369.11 | 15.21% |
Kelly Richert Clayton Financial Group LLC | 26 | $3,048 | $3,261.78 | $213.78 | 7.01% |
Christopher Griffith Stablepoint Partners, LLC | 45,150 | $4.56M | $5.66M | $1.11M | 24.29% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,361 | $283,146.59 | $296,194.77 | $13,048.18 | 4.61% |
Alan Gilmore Private Wealth Management Group, LLC | 286 | $29,358.68 | $35,930.18 | $6,571.5 | 22.38% |
David P. Cushing nVerses Capital, LLC | 3,554 | $465,360 | $446,489.02 | -$18,870.98 | -4.06% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 6,664 | $683,642.67 | $836,019.46 | $152,376.79 | 22.29% |
David Novak Novak & Powell Financial Services, Inc. | 4,591 | $446,028 | $575,955.18 | $129,927.18 | 29.13% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 160 | $19,781.98 | $20,076.8 | $294.82 | 1.49% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,998 | $304,614.71 | $376,108.39 | $71,493.68 | 23.47% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 102,355 | $10.46M | $12.86M | $2.4M | 22.96% |
Lance Johnson ROI Financial Advisors, LLC | 14,254 | $1.44M | $1.79M | $349,133.59 | 24.26% |
Anne Wright Lummis Asset Management, LP | 500 | $48,520 | $62,726.55 | $14,206.55 | 29.28% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 12,131 | $1.18M | $1.52M | $344,233.74 | 29.18% |
Robert R Schulz Schulz Wealth, LTD. | 2,505 | $243,085 | $314,260.02 | $71,175.02 | 29.28% |
Alana Parm MORTON COMMUNITY BANK | 37,882 | $3.79M | $4.75M | $965,791.96 | 25.5% |
| FTM F. Thomas Mosley Mosley Wealth Management | 33 | $4,121 | $4,145.79 | $24.79 | 0.6% |