| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 3,688 | $336,471.06 | $532,879.16 | $196,408.1 | 58.37% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 35 | $5,487.6 | $5,057.15 | -$430.45 | -7.84% |
Jonathan Chatfield LM Advisors LLC | 3,499 | $449,582.31 | $538,846 | $89,263.69 | 19.85% |
Alan Gilmore Private Wealth Management Group, LLC | 41 | $3,677.76 | $5,924.09 | $2,246.33 | 61.08% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 60 | $5,463.92 | $9,060.6 | $3,596.68 | 65.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 88,986 | $9.67M | $13.7M | $4.03M | 41.72% |
Angela Mari Abich Financial Wealth Management LLC | 3,630 | $415,048.29 | $524,498.74 | $109,450.45 | 26.37% |
Alana Parm MORTON COMMUNITY BANK | 2,194 | $225,575.03 | $338,929.12 | $113,354.09 | 50.25% |
| FTM F. Thomas Mosley Mosley Wealth Management | 289 | $35,900.23 | $41,757.61 | $5,857.38 | 16.32% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 21 | $2,071.72 | $3,034.29 | $962.57 | 46.46% |
Corey Saft Sivia Capital Partners, LLC | 3,940 | $514,603 | $569,290.64 | $54,687.64 | 10.63% |
Brandon Hobson Silver Coast Investments LLC | 2,846 | $382,472.93 | $411,218.57 | $28,745.64 | 7.52% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 115 | $11,847.91 | $16,616.35 | $4,768.44 | 40.25% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 2,570 | $314,608.56 | $371,339.33 | $56,730.77 | 18.03% |
Kyle Jones Pineridge Advisors LLC | 18 | $2,517.61 | $2,600.82 | $83.21 | 3.31% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,094 | $328,925.78 | $463,140.86 | $134,215.08 | 40.8% |
Stephanie Ternes Wealth Forward, LLC | 3,459 | $472,900.77 | $499,790.94 | $26,890.17 | 5.69% |
Ashley Meredith Abel Hall, LLC | 6,379 | $699,739.43 | $921,701.77 | $221,962.34 | 31.72% |
Cornelius T. McDonald III Wealth Group, Ltd. | 9,079 | $1.22M | $1.31M | $95,910.38 | 7.89% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 2,906 | $286,901.31 | $419,887.97 | $132,986.66 | 46.35% |