| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 30,809 | $1.15M | $2.3M | $1.14M | 99.17% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 3,211 | $233,683.14 | $225,155.32 | -$8,527.82 | -3.65% |
Alan Gilmore Private Wealth Management Group, LLC | 469 | $23,051.01 | $32,464.18 | $9,413.17 | 40.84% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 7,257 | $266,572.84 | $503,853.51 | $237,280.67 | 89.01% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 5,083 | $218,755.66 | $352,912.69 | $134,157.03 | 61.33% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 181,905 | $7.97M | $12.59M | $4.62M | 57.97% |
Anne Wright Lummis Asset Management, LP | 13,468 | $533,812.15 | $1M | $470,496.61 | 88.14% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 17,414 | $717,390.74 | $1.21M | $492,533.98 | 68.66% |
Alana Parm MORTON COMMUNITY BANK | 88,959 | $3.23M | $6.16M | $2.93M | 90.56% |
| FTM F. Thomas Mosley Mosley Wealth Management | 7,224 | $343,489.35 | $506,005.08 | $162,515.73 | 47.31% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,962 | $799,120.12 | $762,407.1 | -$36,713.02 | -4.59% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3,851 | $208,602.09 | $287,169.07 | $78,566.98 | 37.66% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 926 | $49,496.73 | $65,190.4 | $15,693.67 | 31.71% |
Angela Pompian Sunpointe, LLC | 2,703 | $200,957 | $201,562.71 | $605.71 | 0.3% |
D. Garet Strange Hobbs Group Advisors, LLC | 6,532 | $475,414.7 | $487,091.24 | $11,676.54 | 2.46% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 34,290 | $1.87M | $2.56M | $684,497.45 | 36.56% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,454 | $256,770.36 | $251,451.2 | -$5,319.16 | -2.07% |
Ashley Meredith Abel Hall, LLC | 5,255 | $323,341.42 | $368,506.87 | $45,165.45 | 13.97% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 807 | $47,248.31 | $60,177.99 | $12,929.68 | 27.37% |
Michael Bailey MGB Wealth Management, LLC | 4,070 | $255,590.37 | $296,296 | $40,705.63 | 15.93% |