| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,470 | $1.11M | $1.54M | $431,516.84 | 38.81% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,012 | $656,599.87 | $835,382.42 | $178,782.55 | 27.23% |
Alana Parm MORTON COMMUNITY BANK | 16,391 | $4.07M | $7.4M | $3.33M | 81.83% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9 | $3,368.28 | $3,736.8 | $368.52 | 10.94% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,573 | $858,576.83 | $1.16M | $303,158.43 | 35.31% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 89,386 | $27.93M | $41.05M | $13.12M | 46.99% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 16,075 | $5.75M | $7.38M | $1.63M | 28.41% |
Brian Distler Lakeridge Wealth Management LLC | 966 | $263,476.29 | $401,083.21 | $137,606.92 | 52.23% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 118 | $46,703.31 | $48,993.6 | $2,290.29 | 4.9% |
Corey Saft Sivia Capital Partners, LLC | 3,255 | $1.04M | $1.35M | $316,190.51 | 30.54% |
Angela Pompian Sunpointe, LLC | 1,015 | $361,555.72 | $421,428.01 | $59,872.29 | 16.56% |
Kyle Jones Pineridge Advisors LLC | 70 | $18,222.84 | $29,064 | $10,841.16 | 59.49% |
Jay S. Arce Taylor Financial Group, Inc. | 650 | $232,044 | $269,880.01 | $37,836.01 | 16.31% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,809 | $1.33M | $1.71M | $377,854.15 | 28.39% |
Ashley Meredith Abel Hall, LLC | 3,244 | $862,051.43 | $1.35M | $484,857.4 | 56.24% |
Cornelius T. McDonald III Wealth Group, Ltd. | 5,106 | $1.98M | $2.12M | $138,715.25 | 7% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 956 | $341,282 | $396,931.21 | $55,649.21 | 16.31% |
Michael Bailey MGB Wealth Management, LLC | 7,971 | $1.95M | $3.31M | $1.36M | 69.37% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,881 | $454,257.33 | $780,991.22 | $326,733.89 | 71.93% |
Douglas E. Morisoli Fairman Group, LLC | 11 | $2,649.01 | $4,567.2 | $1,918.19 | 72.41% |