| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Novak Novak & Powell Financial Services, Inc. | 5,766 | $837,455.47 | $1.02M | $182,319.29 | 21.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 130,365 | $20.36M | $23.26M | $2.9M | 14.22% |
Angela Mari Abich Financial Wealth Management LLC | 2,168 | $361,476.56 | $374,240.16 | $12,763.6 | 3.53% |
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 1,260 | $232,992 | $221,772.6 | -$11,219.4 | -4.82% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,296 | $563,546.73 | $568,955.52 | $5,408.79 | 0.96% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,586 | $274,343.06 | $283,640.24 | $9,297.18 | 3.39% |
Alana Parm MORTON COMMUNITY BANK | 1,225 | $226,368 | $218,564.5 | -$7,803.5 | -3.45% |
| FTM F. Thomas Mosley Mosley Wealth Management | 384 | $64,424.99 | $67,633.92 | $3,208.93 | 4.98% |
Ryan M Palmer Optimist Retirement Group LLC | 16,048 | $2.41M | $2.86M | $451,786.84 | 18.73% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,284 | $1.25M | $1.27M | $15,422.76 | 1.23% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,214 | $353,211.85 | $382,180.68 | $28,968.83 | 8.2% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,396 | $257,967 | $240,977.52 | -$16,989.48 | -6.59% |
Brian Distler Lakeridge Wealth Management LLC | 1,317 | $243,358 | $227,340.54 | -$16,017.46 | -6.58% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 454 | $69,937.74 | $80,128.73 | $10,190.99 | 14.57% |
Corey Saft Sivia Capital Partners, LLC | 10,693 | $1.57M | $1.85M | $277,120.18 | 17.67% |
Brandon Hobson Silver Coast Investments LLC | 1,404 | $211,524.06 | $242,358.48 | $30,834.42 | 14.58% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,883 | $424,342.53 | $510,680.2 | $86,337.67 | 20.35% |
Angela Pompian Sunpointe, LLC | 1,277 | $236,021 | $220,435.74 | -$15,585.26 | -6.6% |
Todd A. Rustman Clarity Capital Partners LLC | 5,800 | $939,055.82 | $1.03M | $94,098.18 | 10.02% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 7,982 | $1.29M | $1.38M | $88,139.29 | 6.83% |