| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 346,468 | $44.71M | $46.58M | $1.87M | 4.18% |
Lance Johnson ROI Financial Advisors, LLC | 2,138 | $436,964.38 | $286,224.75 | -$150,739.63 | -34.5% |
Angela Mari Abich Financial Wealth Management LLC | 1,546 | $425,941.76 | $199,418.54 | -$226,523.22 | -53.18% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,787 | $281,553.66 | $240,199.6 | -$41,354.06 | -14.69% |
Anne Wright Lummis Asset Management, LP | 28,781 | $3.44M | $3.74M | $296,033.71 | 8.6% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,919 | $810,525.07 | $384,476.08 | -$426,048.99 | -52.56% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,634 | $1.14M | $1.01M | -$127,684.77 | -11.24% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,529 | $197,937.35 | $205,665.79 | $7,728.44 | 3.9% |
Alana Parm MORTON COMMUNITY BANK | 6,065 | $706,690.19 | $815,408.92 | $108,718.73 | 15.38% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,601 | $591,119.56 | $462,818.52 | -$128,301.04 | -21.7% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,616 | $1.76M | $1.23M | -$521,457.63 | -29.7% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,787 | $443,524.23 | $361,961.62 | -$81,562.61 | -18.39% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 23,907 | $3.52M | $3.11M | -$411,678.26 | -11.71% |
Seth Hodes Able Wealth Management LLC | 3,830 | $554,399.88 | $500,006.5 | -$54,393.38 | -9.81% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 836 | $125,738.86 | $107,062.34 | -$18,676.52 | -14.85% |
Corey Saft Sivia Capital Partners, LLC | 4,548 | $893,150.89 | $583,735.8 | -$309,415.09 | -34.64% |
Brandon Hobson Silver Coast Investments LLC | 1,702 | $228,476.47 | $227,506.34 | -$970.13 | -0.42% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 2,083 | $306,430.31 | $278,445.02 | -$27,985.29 | -9.13% |
| STY Samer T. Yaghnam Unisphere Establishment | 48,250 | $7.07M | $6.41M | -$663,920.5 | -9.39% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,701 | $400,168.08 | $497,858.52 | $97,690.44 | 24.41% |