| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,206 | $307,710.74 | $477,806.68 | $170,095.94 | 55.28% |
Jonathan Chatfield LM Advisors LLC | 10,477 | $833,550.67 | $944,082.47 | $110,531.8 | 13.26% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 3,234 | $190,579.76 | $298,983.3 | $108,403.54 | 56.88% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 10,836 | $809,270.34 | $994,528.08 | $185,257.74 | 22.89% |
Alan Gilmore Private Wealth Management Group, LLC | 540 | $32,781.79 | $49,680 | $16,898.21 | 51.55% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 4,293 | $258,235.36 | $395,428.23 | $137,192.87 | 53.13% |
David Novak Novak & Powell Financial Services, Inc. | 2,820 | $185,675.98 | $254,110.2 | $68,434.22 | 36.86% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 15,780 | $953,239.4 | $1.42M | $468,696.4 | 49.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.34M | $199.16M | $307.71M | $108.55M | 54.5% |
Lance Johnson ROI Financial Advisors, LLC | 18,439 | $1.09M | $1.7M | $616,458.85 | 56.73% |
Angela Mari Abich Financial Wealth Management LLC | 945 | $62,355.95 | $86,732.1 | $24,376.15 | 39.09% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,991 | $398,113.87 | $551,741.14 | $153,627.27 | 38.59% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 6,996 | $535,788.67 | $642,092.88 | $106,304.21 | 19.84% |
Anne Wright Lummis Asset Management, LP | 20,355 | $1.31M | $1.83M | $521,866.21 | 39.77% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 2,930 | $204,983.2 | $270,131.35 | $65,148.15 | 31.78% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 3,903 | $259,398.76 | $351,699.33 | $92,300.57 | 35.58% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,748 | $372,949.22 | $527,551.44 | $154,602.22 | 41.45% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,858 | $345,211.83 | $538,730.97 | $193,519.14 | 56.06% |
Alana Parm MORTON COMMUNITY BANK | 56,143 | $3.41M | $5.16M | $1.75M | 51.18% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,384 | $96,755.44 | $128,712 | $31,956.56 | 33.03% |