| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kathryn Lutz Wiser Advisor Group LLC | 609 | $44,864.69 | $53,512.83 | $8,648.14 | 19.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 998,798 | $74.86M | $87.61M | $12.76M | 17.05% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,543 | $217,401 | $223,021.1 | $5,620.1 | 2.59% |
Anne Wright Lummis Asset Management, LP | 16,908 | $1.04M | $1.43M | $385,331.7 | 36.88% |
Dennis R. Plyler FCG Investment Co | 9,832 | $758,149.49 | $831,688.88 | $73,539.39 | 9.7% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 15,177 | $1.12M | $1.28M | $158,942.46 | 14.13% |
Robert R Schulz Schulz Wealth, LTD. | 178,505 | $10.98M | $15.68M | $4.7M | 42.78% |
| FTM F. Thomas Mosley Mosley Wealth Management | 171 | $14,619 | $14,464.89 | -$154.11 | -1.05% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 104,837 | $6.17M | $8.87M | $2.7M | 43.8% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,594 | $522,320.83 | $578,293.8 | $55,972.97 | 10.72% |
Tammy Trenta FF Advisors,LLC | 7,775 | $584,040.7 | $657,687.25 | $73,646.55 | 12.61% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,515 | $360,895.58 | $466,513.85 | $105,618.27 | 29.27% |
Brandon Hobson Silver Coast Investments LLC | 10,765 | $831,705.95 | $910,611.35 | $78,905.4 | 9.49% |
Angela Pompian Sunpointe, LLC | 42,279 | $3.47M | $3.58M | $103,628.22 | 2.98% |
D. Garet Strange Hobbs Group Advisors, LLC | 5,581 | $324,772.34 | $489,565.32 | $164,792.98 | 50.74% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 8,986 | $545,348.76 | $760,125.74 | $214,776.98 | 39.38% |
Darin Pilacinski True Vision MN LLC | 17,262 | $1.01M | $1.46M | $449,999.51 | 44.55% |
Erik Roemer GERBER, LLC | 10,302 | $641,217.25 | $871,446.18 | $230,228.93 | 35.9% |
Nitin Kumbhani Accent Capital Management, LLC | 174 | $13,417.14 | $15,231.96 | $1,814.82 | 13.53% |
Nicholas Jeffries M3 Advisory Group, LLC | 26,902 | $1.8M | $2.28M | $471,896.55 | 26.16% |