| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,640 | $308,644.24 | $568,180.8 | $259,536.56 | 84.09% |
Adam Hill Bey-Douglas LLC | 14,172 | $2.4M | $3.05M | $645,104.07 | 26.82% |
Jonathan Chatfield LM Advisors LLC | 4,401 | $814,666.52 | $980,366.72 | $165,700.2 | 20.34% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,850 | $606,122.1 | $828,597 | $222,474.9 | 36.7% |
Alan Gilmore Private Wealth Management Group, LLC | 1,520 | $229,266.09 | $327,134.4 | $97,868.31 | 42.69% |
David Novak Novak & Powell Financial Services, Inc. | 1,104 | $202,474 | $247,428.48 | $44,954.48 | 22.2% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 749 | $125,599.13 | $166,989.55 | $41,390.42 | 32.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 202,976 | $27.97M | $45.21M | $17.24M | 61.64% |
Angela Mari Abich Financial Wealth Management LLC | 3,198 | $331,031.48 | $688,273.56 | $357,242.08 | 107.92% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,434 | $290,317.97 | $542,733.32 | $252,415.35 | 86.94% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 3,167 | $610,725.29 | $706,145.99 | $95,420.7 | 15.62% |
Anne Wright Lummis Asset Management, LP | 2,713 | $390,459.27 | $583,891.86 | $193,432.59 | 49.54% |
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 6,950 | $702,649.01 | $1.5M | $793,129.99 | 112.88% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,800 | $377,364.31 | $622,496 | $245,131.69 | 64.96% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 7,432 | $665,077.72 | $1.6M | $934,437.32 | 140.5% |
| FTM F. Thomas Mosley Mosley Wealth Management | 492 | $67,068.05 | $105,888.24 | $38,820.19 | 57.88% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,636 | $239,191.63 | $352,099.92 | $112,908.29 | 47.2% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 12,235 | $2.05M | $2.73M | $681,585.87 | 33.31% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,257 | $516,217.32 | $954,078.84 | $437,861.52 | 84.82% |
Kevin Kuhn Kuhn & Co Investment Counsel | 8,846 | $768,339.46 | $1.9M | $1.14M | 147.79% |