| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,655 | $242,775.36 | $232,064.1 | -$10,711.26 | -4.41% |
Jonathan Chatfield LM Advisors LLC | 319 | $53,496.09 | $44,717.42 | -$8,777.08 | -16.41% |
Jennifer Milam Mustard Seed Financial, LLC | 11,581 | $1.7M | $1.62M | -$74,738.18 | -4.4% |
Alan Gilmore Private Wealth Management Group, LLC | 3,342 | $489,950.71 | $468,514.98 | -$21,435.73 | -4.37% |
David Novak Novak & Powell Financial Services, Inc. | 9,173 | $1.35M | $1.29M | -$59,981.42 | -4.46% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 138 | $21,261.77 | $19,344.84 | -$1,916.24 | -9.01% |
Lance Johnson ROI Financial Advisors, LLC | 10,942 | $1.61M | $1.53M | -$75,024.49 | -4.66% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,120 | $314,161.05 | $297,245.2 | -$16,915.85 | -5.38% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 5,913 | $948,034.63 | $828,884.34 | -$119,120.73 | -12.56% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,587 | $379,099.13 | $362,645.66 | -$16,440.54 | -4.34% |
Alana Parm MORTON COMMUNITY BANK | 23,760 | $3.54M | $3.33M | -$212,635.25 | -6% |
| FTM F. Thomas Mosley Mosley Wealth Management | 6,043 | $893,077.22 | $847,289.03 | -$45,788.19 | -5.13% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 19,287 | $2.99M | $2.71M | -$286,004.04 | -9.56% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 26,828 | $3.94M | $3.76M | -$181,729.96 | -4.61% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,979 | $807,850 | $698,105.59 | -$109,719.52 | -13.58% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,446 | $946,905.63 | $903,858.12 | -$43,047.51 | -4.55% |
| WLG Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,264 | $478,320.74 | $457,678.08 | -$20,642.66 | -4.32% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 4,604 | $683,722.22 | $645,388.72 | -$38,310.48 | -5.6% |
Brian Distler Lakeridge Wealth Management LLC | 10,576 | $1.56M | $1.48M | -$75,713.19 | -4.86% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 995 | $165,889.21 | $139,578.6 | -$26,310.61 | -15.86% |