| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 13,545 | $388,700.34 | $295,416.45 | -$93,283.89 | -24% |
Alan Gilmore Private Wealth Management Group, LLC | 5,305 | $94,456.64 | $116,444.75 | $21,988.11 | 23.28% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 8,520 | $237,663.8 | $187,227 | -$50,436.8 | -21.22% |
David Novak Novak & Powell Financial Services, Inc. | 10,776 | $182,824.65 | $236,802.6 | $53,977.95 | 29.52% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 281 | $7,925.15 | $6,128.61 | -$1,796.54 | -22.67% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 62,493 | $1.8M | $1.37M | -$429,184.03 | -23.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 805,069 | $15.25M | $17.67M | $2.42M | 15.88% |
Lance Johnson ROI Financial Advisors, LLC | 31,646 | $895,412.27 | $690,199.26 | -$205,213.01 | -22.92% |
Angela Mari Abich Financial Wealth Management LLC | 14,394 | $369,710.42 | $313,933.14 | -$55,777.28 | -15.09% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 12,690 | $266,351.86 | $276,768.9 | $10,417.04 | 3.91% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 16,117 | $423,103.61 | $351,511.77 | -$71,591.84 | -16.92% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 9,382 | $264,948 | $206,169.45 | -$58,778.55 | -22.18% |
Alana Parm MORTON COMMUNITY BANK | 193,763 | $3.41M | $4.26M | $846,352.7 | 24.81% |
| FTM F. Thomas Mosley Mosley Wealth Management | 31,305 | $620,123.01 | $682,762.05 | $62,639.04 | 10.1% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 8,097 | $234,723 | $177,931.57 | -$56,791.43 | -24.2% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 34,126 | $862,115.26 | $749,918.85 | -$112,196.41 | -13.01% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 930 | $26,263.42 | $20,283.3 | -$5,980.12 | -22.77% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 330,398 | $9.58M | $7.21M | -$2.37M | -24.77% |
Seth Hodes Able Wealth Management LLC | 7,169 | $207,821 | $157,538.77 | -$50,282.23 | -24.19% |
Brian Distler Lakeridge Wealth Management LLC | 24,709 | $426,072.84 | $538,903.29 | $112,830.45 | 26.48% |