| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David McNeely Darden Wealth Group Inc | 4,539 | $374,263.51 | $710,988.96 | $336,725.45 | 89.97% |
Christopher Griffith Stablepoint Partners, LLC | 23,047 | $1.8M | $3.6M | $1.8M | 99.64% |
Amber Baker NDVR, Inc. | 3,047 | $298,313.15 | $479,506.39 | $181,193.24 | 60.74% |
Alan Gilmore Private Wealth Management Group, LLC | 251 | $20,899.02 | $39,499.87 | $18,600.85 | 89% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 239 | $30,195 | $37,287.58 | $7,092.58 | 23.49% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 134,083 | $12.21M | $21.1M | $8.89M | 72.76% |
Angela Mari Abich Financial Wealth Management LLC | 5,639 | $579,824.58 | $882,475.3 | $302,650.72 | 52.2% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 4,700 | $413,385.48 | $745,279 | $331,893.52 | 80.29% |
Dennis R. Plyler FCG Investment Co | 6,769 | $777,057.64 | $1.07M | $288,179.89 | 37.09% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,193 | $503,690.23 | $812,340.99 | $308,650.76 | 61.28% |
Alana Parm MORTON COMMUNITY BANK | 31,475 | $3.57M | $4.95M | $1.38M | 38.7% |
| FTM F. Thomas Mosley Mosley Wealth Management | 814 | $73,946.93 | $127,138.66 | $53,191.73 | 71.93% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 4,990 | $406,305.12 | $791,264.3 | $384,959.18 | 94.75% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,093 | $932,923.13 | $1.26M | $329,463.47 | 35.32% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 39 | $4,329 | $6,101.16 | $1,772.16 | 40.94% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 53,145 | $4.73M | $8.31M | $3.58M | 75.6% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 340 | $37,675.91 | $52,948.2 | $15,272.29 | 40.54% |
Corey Saft Sivia Capital Partners, LLC | 1,653 | $159,166.17 | $258,182.07 | $99,015.9 | 62.21% |
Brandon Hobson Silver Coast Investments LLC | 7,264 | $540,084.82 | $1.14M | $603,050.86 | 111.66% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 18 | $2,209 | $2,832.66 | $623.66 | 28.23% |