| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 10,171 | $400,034.59 | $476,816.48 | $76,781.89 | 19.19% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 19,406 | $825,419.32 | $908,394.86 | $82,975.54 | 10.05% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 455,418 | $18.12M | $21.4M | $3.28M | 18.1% |
Lance Johnson ROI Financial Advisors, LLC | 18,101 | $780,182.79 | $877,536.48 | $97,353.69 | 12.48% |
Angela Mari Abich Financial Wealth Management LLC | 9,107 | $394,550.59 | $426,298.67 | $31,748.08 | 8.05% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 21,933 | $997,267.37 | $1.03M | $29,416.36 | 2.95% |
Dennis R. Plyler FCG Investment Co | 7,007 | $307,168.85 | $327,997.67 | $20,828.82 | 6.78% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 4,906 | $215,624.62 | $229,649.86 | $14,025.24 | 6.5% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 17,209 | $691,931.58 | $806,757.92 | $114,826.34 | 16.6% |
Alana Parm MORTON COMMUNITY BANK | 95,437 | $3.75M | $4.63M | $881,515.91 | 23.54% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,480 | $103,213.6 | $116,088.8 | $12,875.2 | 12.47% |
Ryan M Palmer Optimist Retirement Group LLC | 56,547 | $2.32M | $2.66M | $344,235.28 | 14.86% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 35,400 | $1.48M | $1.72M | $240,997.62 | 16.34% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 147,093 | $7.38M | $6.92M | -$466,284.62 | -6.31% |
Kevin Kuhn Kuhn & Co Investment Counsel | 4,860 | $205,780 | $227,496.6 | $21,716.6 | 10.55% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 5,946 | $232,136.3 | $278,332.26 | $46,195.96 | 19.9% |
Brian Distler Lakeridge Wealth Management LLC | 7,007 | $268,327.16 | $327,997.67 | $59,670.51 | 22.24% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 6,124 | $259,546.23 | $286,664.44 | $27,118.21 | 10.45% |
Corey Saft Sivia Capital Partners, LLC | 31,739 | $1.36M | $1.49M | $127,435.08 | 9.38% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 17,949 | $684,275.41 | $840,192.69 | $155,917.28 | 22.79% |