| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 165,794 | $26.87M | $57.09M | $30.22M | 112.45% |
Angela Mari Abich Financial Wealth Management LLC | 1,206 | $191,718 | $415,225.8 | $223,507.8 | 116.58% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 880 | $226,685.84 | $302,781.6 | $76,095.76 | 33.57% |
Anne Wright Lummis Asset Management, LP | 12 | $1,222.31 | $4,131.6 | $2,909.29 | 238.02% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,903 | $2.53M | $4.78M | $2.26M | 89.45% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 9,123 | $1.05M | $3.14M | $2.09M | 199.56% |
Alana Parm MORTON COMMUNITY BANK | 831 | $235,813 | $286,179.78 | $50,366.78 | 21.36% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 745 | $191,755.84 | $256,347.05 | $64,591.21 | 33.68% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,049 | $1.67M | $2.08M | $412,465.68 | 24.72% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,399 | $204,872.32 | $481,381.91 | $276,509.59 | 134.97% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,602 | $491,959.76 | $551,568.6 | $59,608.84 | 12.12% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 2,107 | $379,439.03 | $725,608.66 | $346,169.63 | 91.23% |
Brian Distler Lakeridge Wealth Management LLC | 2,321 | $316,779.9 | $799,120.3 | $482,340.4 | 152.26% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 200 | $38,961.88 | $68,810 | $29,848.12 | 76.61% |
Corey Saft Sivia Capital Partners, LLC | 12,348 | $2.95M | $4.25M | $1.29M | 43.81% |
Angela Pompian Sunpointe, LLC | 2,612 | $531,522.68 | $899,311.6 | $367,788.92 | 69.2% |
Todd A. Rustman Clarity Capital Partners LLC | 1,773 | $358,014.44 | $610,922.61 | $252,908.17 | 70.64% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,380 | $1.53M | $1.85M | $324,682.6 | 21.27% |
Kyle Jones Pineridge Advisors LLC | 65 | $10,850.77 | $22,366.5 | $11,515.73 | 106.13% |
Michael Koch Counterweight Ventures, LLC | 5,867 | $1.77M | $2.02M | $253,481.61 | 14.36% |