| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 285 | $23,956.39 | $25,416.3 | $1,459.91 | 6.09% |
David P. Cushing nVerses Capital, LLC | 3,280 | $313,928 | $297,791.2 | -$16,136.8 | -5.14% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 13,044 | $1M | $1.18M | $172,159.64 | 17.13% |
David Novak Novak & Powell Financial Services, Inc. | 5,925 | $416,067.69 | $534,020.25 | $117,952.56 | 28.35% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,347 | $308,651.13 | $298,451.99 | -$10,199.14 | -3.3% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 141,796 | $10.37M | $12.65M | $2.28M | 21.95% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 14,882 | $1.3M | $1.33M | $31,658.88 | 2.44% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 29,557 | $2.14M | $2.64M | $494,616.01 | 23.08% |
Dennis R. Plyler FCG Investment Co | 3,502 | $292,256.61 | $312,290.85 | $20,034.24 | 6.86% |
Alana Parm MORTON COMMUNITY BANK | 52,612 | $3.88M | $4.69M | $810,091.93 | 20.87% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,564 | $131,388.15 | $142,605.52 | $11,217.37 | 8.54% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 25,054 | $2.35M | $2.27M | -$79,058.02 | -3.36% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,155 | $151,108.68 | $195,523.15 | $44,414.47 | 29.39% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 68,386 | $4.8M | $6.2M | $1.4M | 29.2% |
Kevin Kuhn Kuhn & Co Investment Counsel | 11,003 | $773,598.94 | $991,590.36 | $217,991.42 | 28.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 195 | $17,941.12 | $17,737.2 | -$203.92 | -1.14% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,832 | $168,581.62 | $163,377.76 | -$5,203.86 | -3.09% |
Angela Pompian Sunpointe, LLC | 2,423 | $233,858.81 | $219,984.17 | -$13,874.64 | -5.93% |
Kyle Jones Pineridge Advisors LLC | 156 | $12,231.83 | $14,142.18 | $1,910.35 | 15.62% |
Sean Rooney Prospect Financial Services LLC | 3,145 | $279,160.16 | $280,455.37 | $1,295.21 | 0.46% |