| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 16,034 | $1.77M | $2.43M | $663,863.88 | 37.56% |
Alana Parm MORTON COMMUNITY BANK | 33,950 | $3.51M | $5.44M | $1.92M | 54.68% |
| FTM F. Thomas Mosley Mosley Wealth Management | 8,554 | $1.17M | $1.33M | $160,082.76 | 13.69% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,812 | $204,303 | $281,657.28 | $77,354.28 | 37.86% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 37,201 | $5.08M | $5.96M | $874,594.33 | 17.21% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,600 | $590,177.98 | $894,824 | $304,646.02 | 51.62% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 71,599 | $12.15M | $11.44M | -$706,634.14 | -5.82% |
Collin Randall Randall & Associates Wealth Management | 3,183 | $402,582.98 | $494,765.52 | $92,182.54 | 22.9% |
Kevin Kuhn Kuhn & Co Investment Counsel | 6,207 | $754,281.93 | $964,816.08 | $210,534.15 | 27.91% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 29,280 | $2.94M | $4.55M | $1.61M | 54.74% |
Brian Distler Lakeridge Wealth Management LLC | 19,081 | $2.13M | $2.97M | $840,240.74 | 39.53% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,774 | $597,481.03 | $897,510.56 | $300,029.53 | 50.22% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 2,996 | $322,971.32 | $454,283.48 | $131,312.16 | 40.66% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 2,330 | $236,405.99 | $362,175.2 | $125,769.21 | 53.2% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,241 | $333,097.25 | $503,781.04 | $170,683.79 | 51.24% |
Angela Pompian Sunpointe, LLC | 10,924 | $1.21M | $1.7M | $485,669.04 | 40.06% |
Todd A. Rustman Clarity Capital Partners LLC | 7,486 | $748,768.8 | $1.16M | $414,855.04 | 55.4% |
D. Garet Strange Hobbs Group Advisors, LLC | 5,341 | $630,407.82 | $853,224.75 | $222,816.93 | 35.34% |
Kyle Jones Pineridge Advisors LLC | 3,229 | $326,411.94 | $501,915.76 | $175,503.82 | 53.77% |
Michael Koch Counterweight Ventures, LLC | 4,804 | $491,691.17 | $746,733.76 | $255,042.59 | 51.87% |