| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 15,800 | $976,431.01 | $1.3M | $321,064.99 | 32.88% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,206 | $307,710.74 | $427,282.45 | $119,571.71 | 38.86% |
Jonathan Chatfield LM Advisors LLC | 920 | $56,365.98 | $75,509 | $19,143.02 | 33.96% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 3,234 | $190,579.76 | $265,430.55 | $74,850.79 | 39.28% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,851 | $566,681.79 | $649,042.17 | $82,360.38 | 14.53% |
Alan Gilmore Private Wealth Management Group, LLC | 540 | $32,781.79 | $44,344.8 | $11,563.01 | 35.27% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 4,293 | $258,235.36 | $352,541.16 | $94,305.8 | 36.52% |
David Novak Novak & Powell Financial Services, Inc. | 3,742 | $242,086.38 | $306,918.84 | $64,832.46 | 26.78% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 15,698 | $946,575.37 | $1.29M | $342,544.39 | 36.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.27M | $193.4M | $268.84M | $75.45M | 39.01% |
Lance Johnson ROI Financial Advisors, LLC | 18,434 | $1.09M | $1.51M | $427,639.24 | 39.37% |
Angela Mari Abich Financial Wealth Management LLC | 945 | $62,355.95 | $78,028.65 | $15,672.7 | 25.13% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,991 | $398,113.87 | $491,082.27 | $92,968.4 | 23.35% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 7,094 | $543,294 | $581,849.88 | $38,555.88 | 7.1% |
Anne Wright Lummis Asset Management, LP | 20,649 | $1.33M | $1.71M | $377,404.57 | 28.38% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 2,930 | $204,983.2 | $240,318.6 | $35,335.4 | 17.24% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 3,903 | $259,398.76 | $320,124.06 | $60,725.3 | 23.41% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 6,018 | $389,468.15 | $494,198.16 | $104,730.01 | 26.89% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,858 | $345,211.83 | $480,473.16 | $135,261.33 | 39.18% |
Alana Parm MORTON COMMUNITY BANK | 55,448 | $3.36M | $4.55M | $1.19M | 35.5% |