| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alana Parm MORTON COMMUNITY BANK | 24,059 | $3.59M | $3.78M | $191,311.53 | 5.33% |
| FTM F. Thomas Mosley Mosley Wealth Management | 8,919 | $1.31M | $1.42M | $101,075.97 | 7.69% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 19,810 | $3.07M | $3.14M | $70,223.25 | 2.29% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 25,877 | $3.8M | $4.1M | $297,838.98 | 7.83% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,137 | $671,234.28 | $659,024.1 | -$12,210.18 | -1.82% |
Seth Hodes Able Wealth Management LLC | 1,588 | $232,864.32 | $243,027.51 | $10,163.19 | 4.36% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,489 | $953,211.15 | $1.03M | $79,870.09 | 8.38% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 3,264 | $478,320.74 | $514,634.88 | $36,314.14 | 7.59% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 3,838 | $571,472.5 | $606,480.76 | $35,008.26 | 6.13% |
Brian Distler Lakeridge Wealth Management LLC | 13,172 | $1.93M | $2.1M | $167,725.41 | 8.67% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 852 | $141,915.08 | $135,719.34 | -$6,195.74 | -4.37% |
Corey Saft Sivia Capital Partners, LLC | 22,071 | $3.26M | $3.49M | $233,006.38 | 7.15% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5,404 | $797,745.65 | $848,860.33 | $51,114.68 | 6.41% |
Angela Pompian Sunpointe, LLC | 9,240 | $1.52M | $1.47M | -$58,094.87 | -3.81% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,038 | $298,852 | $323,328.7 | $24,476.7 | 8.19% |
Kyle Jones Pineridge Advisors LLC | 256 | $42,730.06 | $40,520.96 | -$2,209.1 | -5.17% |
Michael Koch Counterweight Ventures, LLC | 1,485 | $255,813.99 | $234,184.5 | -$21,629.49 | -8.46% |
Jay S. Arce Taylor Financial Group, Inc. | 2,889 | $429,982.32 | $453,428.55 | $23,446.23 | 5.45% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 5,720 | $826,197.67 | $912,854.8 | $86,657.13 | 10.49% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,564 | $254,632.79 | $246,642.8 | -$7,989.99 | -3.14% |