| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Chatfield LM Advisors LLC | 15,701 | $2.22M | $2.41M | $187,424.85 | 8.45% |
Jennifer Milam Mustard Seed Financial, LLC | 3,397 | $358,569.52 | $491,630.82 | $133,061.3 | 37.11% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,628 | $1.08M | $860,778.36 | -$216,883.98 | -20.13% |
Alan Gilmore Private Wealth Management Group, LLC | 1,160 | $151,488.79 | $150,649.2 | -$839.59 | -0.55% |
David Novak Novak & Powell Financial Services, Inc. | 2,728 | $399,790 | $396,869.44 | -$2,920.56 | -0.73% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 891 | $249,818.74 | $133,952.94 | -$115,865.8 | -46.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 346,468 | $44.71M | $53.11M | $8.4M | 18.78% |
Lance Johnson ROI Financial Advisors, LLC | 2,138 | $436,964.38 | $321,811.76 | -$115,152.62 | -26.35% |
Angela Mari Abich Financial Wealth Management LLC | 1,546 | $425,941.76 | $200,779.02 | -$225,162.74 | -52.86% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,787 | $281,553.66 | $262,581.78 | -$18,971.88 | -6.74% |
Anne Wright Lummis Asset Management, LP | 29,461 | $3.51M | $3.83M | $312,077.29 | 8.88% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,919 | $810,525.07 | $379,090.53 | -$431,434.54 | -53.23% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,634 | $1.14M | $1.1M | -$31,076.5 | -2.74% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,529 | $197,937.35 | $198,571.23 | $633.88 | 0.32% |
Alana Parm MORTON COMMUNITY BANK | 6,065 | $706,690.19 | $912,903.8 | $206,213.61 | 29.18% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,601 | $591,119.56 | $467,661.87 | -$123,457.69 | -20.89% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,616 | $1.76M | $1.45M | -$308,078.59 | -17.55% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,787 | $443,524.23 | $405,452.76 | -$38,071.47 | -8.58% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 23,907 | $3.52M | $3.48M | -$38,968.13 | -1.11% |
Seth Hodes Able Wealth Management LLC | 2,138 | $313,323.9 | $277,662.06 | -$35,661.84 | -11.38% |