| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 23,160 | $1.76M | $2.01M | $242,282.01 | 13.73% |
| AP Alana Parm MORTON COMMUNITY BANK | 2,150 | $151,052.9 | $186,254.5 | $35,201.6 | 23.3% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,664 | $1.57M | $1.44M | -$123,872.29 | -7.9% |
| DG DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 16 | $1,599 | $1,386.08 | -$212.92 | -13.32% |
| KK Kevin Kuhn Kuhn & Co Investment Counsel | 4,396 | $439,205 | $380,825.48 | -$58,379.52 | -13.29% |
| RT Ruth Thortvedt Financial Network Wealth Advisors LLC | 161 | $12,615.63 | $13,947.43 | $1,331.8 | 10.56% |
| CS Corey Saft Sivia Capital Partners, LLC | 2,304 | $212,471.56 | $199,595.52 | -$12,876.04 | -6.06% |
| LB Lynda Bartsch Chaney Capital Management, Inc. | 31,707 | $2.24M | $2.75M | $510,388.45 | 22.82% |
| GZ Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,263 | $99,927.79 | $109,413.69 | $9,485.9 | 9.49% |
| AP Angela Pompian Sunpointe, LLC | 5,975 | $557,860.93 | $517,614.25 | -$40,246.68 | -7.21% |
| JSL JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,729 | $481,283.28 | $582,933.27 | $101,649.99 | 21.12% |
| KJ Kyle Jones Pineridge Advisors LLC | 14 | $1,277 | $1,212.82 | -$64.18 | -5.03% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 13,227 | $1.32M | $1.15M | -$175,604.99 | -13.29% |
| AM Ashley Meredith Abel Hall, LLC | 5,903 | $589,769 | $511,376.89 | -$78,392.11 | -13.29% |
| CI CacheTech Inc. CacheTech Inc. | 2,322 | $218,222 | $201,154.86 | -$17,067.14 | -7.82% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 500 | $46,990 | $43,315 | -$3,675 | -7.82% |
| CTM Cornelius T. McDonald III Wealth Group, Ltd. | 3,852 | $305,655.84 | $333,698.76 | $28,042.92 | 9.17% |
| JB Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 3,440 | $323,699.96 | $298,007.2 | -$25,692.76 | -7.94% |
| DQ David Quinn Pine Harbor Wealth Management, LLC | 2,763 | $253,509.03 | $239,358.69 | -$14,150.34 | -5.58% |
| DEM Douglas E. Morisoli Fairman Group, LLC | 23 | $1,582.37 | $1,992.49 | $410.11 | 25.92% |