| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 14,906 | $1.3M | $1.42M | $121,891.24 | 9.38% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 29,249 | $2.11M | $2.8M | $682,052.04 | 32.28% |
Dennis R. Plyler FCG Investment Co | 3,203 | $267,472.48 | $306,190.78 | $38,718.3 | 14.48% |
Alana Parm MORTON COMMUNITY BANK | 51,397 | $3.77M | $4.9M | $1.14M | 30.2% |
| FTM F. Thomas Mosley Mosley Wealth Management | 11,586 | $932,115.21 | $1.11M | $175,100.88 | 18.79% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 24,743 | $2.32M | $2.36M | $40,369.9 | 1.74% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,155 | $151,108.68 | $205,942.57 | $54,833.89 | 36.29% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 69,675 | $4.89M | $6.66M | $1.77M | 36.15% |
Kevin Kuhn Kuhn & Co Investment Counsel | 10,981 | $771,493.32 | $1.05M | $277,905.94 | 36.02% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 192 | $17,654 | $18,389.76 | $735.76 | 4.17% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,817 | $167,144.79 | $173,641.6 | $6,496.81 | 3.89% |
Angela Pompian Sunpointe, LLC | 2,412 | $232,806 | $230,502.78 | -$2,303.22 | -0.99% |
Kyle Jones Pineridge Advisors LLC | 156 | $12,231.83 | $14,941.68 | $2,709.85 | 22.15% |
Sean Rooney Prospect Financial Services LLC | 3,145 | $279,160.16 | $300,551.92 | $21,391.76 | 7.66% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,379 | $884,822.98 | $994,100.62 | $109,277.64 | 12.35% |
Ashley Meredith Abel Hall, LLC | 9,776 | $767,883.33 | $936,345.28 | $168,461.95 | 21.94% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,818 | $629,044.57 | $842,383.54 | $213,338.97 | 33.91% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 18,833 | $1.59M | $1.8M | $210,359.83 | 13.24% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,650 | $255,778 | $253,247.25 | -$2,530.75 | -0.99% |
Erik Roemer GERBER, LLC | 2,788 | $196,559.49 | $266,435.22 | $69,875.73 | 35.55% |