| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 1,333 | $197,634.28 | $475,414.44 | $277,780.16 | 140.55% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 1,432 | $369,834.86 | $510,722.79 | $140,887.93 | 38.09% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 1,740 | $267,405.35 | $620,570.98 | $353,165.63 | 132.07% |
David Novak Novak & Powell Financial Services, Inc. | 588 | $207,824 | $209,233.92 | $1,409.92 | 0.68% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 806 | $196,331.85 | $276,893.25 | $80,561.4 | 41.03% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 12,004 | $1.95M | $4.51M | $2.55M | 130.75% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 1,912 | $269,891.53 | $681,914.78 | $412,023.25 | 152.66% |
Dana Zucker Gray Foundation | 112,000 | $15.78M | $42.04M | $26.26M | 166.34% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 953,309 | $161.52M | $326.38M | $164.87M | 102.08% |
Lance Johnson ROI Financial Advisors, LLC | 1,198 | $324,871.63 | $411,560.93 | $86,689.3 | 26.68% |
Angela Mari Abich Financial Wealth Management LLC | 965 | $221,924.04 | $344,167.24 | $122,243.2 | 55.08% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 3,630 | $827,331.82 | $1.28M | $455,473.92 | 55.05% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 466 | $121,051.46 | $160,089.64 | $39,038.18 | 32.25% |
Anne Wright Lummis Asset Management, LP | 31,642 | $4.78M | $11.29M | $6.51M | 136.16% |
Dennis R. Plyler FCG Investment Co | 1,062 | $304,645 | $378,762.29 | $74,117.29 | 24.33% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 11,343 | $2.76M | $4.05M | $1.28M | 46.44% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,368 | $857,268.9 | $1.26M | $406,909.93 | 47.47% |
Simone Vannoy Vannoy Advisory Group, Inc. | 979 | $238,435.02 | $349,160.34 | $110,725.32 | 46.44% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 12,659 | $1.87M | $4.51M | $2.64M | 141.44% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,719 | $1.17M | $1.33M | $156,421.97 | 13.37% |