| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 3,953 | $291,821.58 | $311,990.52 | $20,168.94 | 6.91% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 21,439 | $1.52M | $1.72M | $201,391.35 | 13.27% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,238 | $386,482.4 | $491,991.06 | $105,508.66 | 27.3% |
Alana Parm MORTON COMMUNITY BANK | 54,937 | $3.47M | $4.34M | $866,161.18 | 24.95% |
| FTM F. Thomas Mosley Mosley Wealth Management | 21 | $1,950.48 | $1,675.8 | -$274.68 | -14.08% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 22,927 | $1.78M | $1.83M | $53,735.19 | 3.02% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,482 | $180,318.67 | $198,262.16 | $17,943.49 | 9.95% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 68,500 | $6.36M | $5.47M | -$893,239.77 | -14.04% |
Collin Randall Randall & Associates Wealth Management | 5,126 | $409,327.46 | $403,980.06 | -$5,347.4 | -1.31% |
Kevin Kuhn Kuhn & Co Investment Counsel | 19,295 | $1.18M | $1.54M | $364,157.2 | 30.86% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 344 | $28,762.21 | $27,470.12 | -$1,292.09 | -4.49% |
Corey Saft Sivia Capital Partners, LLC | 2,433 | $176,747.31 | $193,910.1 | $17,162.79 | 9.71% |
Brandon Hobson Silver Coast Investments LLC | 2,951 | $224,284.12 | $233,010.96 | $8,726.84 | 3.89% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 211 | $16,983.79 | $16,660.56 | -$323.23 | -1.9% |
Angela Pompian Sunpointe, LLC | 6,093 | $424,779.77 | $487,135.35 | $62,355.58 | 14.68% |
D. Garet Strange Hobbs Group Advisors, LLC | 4,415 | $317,689.4 | $353,685.65 | $35,996.25 | 11.33% |
Kyle Jones Pineridge Advisors LLC | 32 | $2,221 | $2,550.4 | $329.4 | 14.83% |
Michael Koch Counterweight Ventures, LLC | 4,957 | $302,824 | $390,859.45 | $88,035.45 | 29.07% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 25,640 | $2.2M | $2.05M | -$151,898.64 | -6.91% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 57,905 | $4.39M | $4.62M | $220,768.1 | 5.02% |