| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Chatfield LM Advisors LLC | 1,019 | $38,428.66 | $47,536.35 | $9,112.78 | 23.71% |
Alan Gilmore Private Wealth Management Group, LLC | 3,713 | $140,814.42 | $173,211.45 | $32,415.59 | 23.02% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 15,405 | $592,866 | $718,643.25 | $125,854.28 | 21.23% |
David Novak Novak & Powell Financial Services, Inc. | 7,283 | $283,954.18 | $339,751.95 | $55,834.18 | 19.66% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 112 | $4,919.17 | $5,224.8 | $306.19 | 6.22% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 9,625 | $376,917.06 | $449,006.25 | $72,137.31 | 19.14% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 20,626 | $871,413.32 | $962,202.9 | $90,892.71 | 10.43% |
Lance Johnson ROI Financial Advisors, LLC | 15,243 | $659,174.34 | $711,085.95 | $51,987.83 | 7.89% |
Angela Mari Abich Financial Wealth Management LLC | 2,274 | $94,252.73 | $106,082.1 | $11,840.74 | 12.56% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 18,770 | $748,735.79 | $875,620.5 | $126,978.56 | 16.96% |
Alana Parm MORTON COMMUNITY BANK | 95,257 | $3.74M | $4.44M | $706,566.69 | 18.9% |
| FTM F. Thomas Mosley Mosley Wealth Management | 13,538 | $525,181.24 | $631,547.7 | $106,434.15 | 20.27% |
Ryan M Palmer Optimist Retirement Group LLC | 56,558 | $2.32M | $2.64M | $321,997.77 | 13.9% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 35,521 | $1.48M | $1.66M | $177,199.11 | 11.97% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 150,386 | $7.55M | $7.02M | -$533,118.17 | -7.06% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 7,046 | $273,605.48 | $328,695.9 | $55,125.65 | 20.15% |
Brian Distler Lakeridge Wealth Management LLC | 6,585 | $248,619.97 | $307,190.25 | $58,603.2 | 23.57% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7,056 | $294,682.58 | $329,162.4 | $34,515.1 | 11.71% |
Corey Saft Sivia Capital Partners, LLC | 16,778 | $724,818.89 | $782,693.7 | $57,958.7 | 8% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 20,534 | $781,730.42 | $957,911.1 | $176,283.35 | 22.55% |