| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Chatto Encompass More Asset Management | 11,622 | $476,037 | $477,315.54 | $1,278.54 | 0.27% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 550 | $11,239.53 | $22,539 | $11,299.47 | 100.53% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,849 | $706,285 | $734,486.35 | $28,201.35 | 3.99% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 12,502 | $294,277.9 | $514,519.81 | $220,241.91 | 74.84% |
David Quinn Pine Harbor Wealth Management, LLC | 10,948 | $462,284.52 | $449,742.75 | -$12,541.77 | -2.71% |
Kevyn Hill Hilltop National Bank | 17,975 | $395,270 | $737,783.87 | $342,513.87 | 86.65% |
Brady Green GGM Financials LLC | 582 | $24,764 | $23,896.92 | -$867.08 | -3.5% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 72,947 | $2.77M | $2.99M | $219,416.37 | 7.92% |
Adam Stalnaker Rockport Wealth LLC | 141,928 | $5.62M | $5.83M | $214,296.05 | 3.82% |
| GHH Grace H. Holt GG Group Ventures, LLC | 8,048 | $204,218 | $329,122.96 | $124,904.96 | 61.16% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 9,982 | $458,855.49 | $410,759.3 | -$48,096.19 | -10.48% |
Jefferson H. West Legacy Investment Solutions LLC | 1 | $33 | $40.98 | $7.98 | 24.18% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 6,915 | $273,626.55 | $284,552.25 | $10,925.7 | 3.99% |
Tandem Financial LLC Tandem Financial LLC | 71,050 | $3.28M | $2.91M | -$370,170.86 | -11.28% |
| MP Marcus Pimentel SLT Holdings LLC | 15,170 | $465,540.8 | $624,245.5 | $158,704.7 | 34.09% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 86,992 | $2.3M | $3.56M | $1.26M | 54.78% |
| MK Matthew Klein Matauro LLC | 30,156 | $855,596.82 | $1.25M | $391,353.78 | 45.74% |
| SC Stacey Cole Haven Private LLC | 24,117 | $697,502.73 | $994,946.83 | $297,444.1 | 42.64% |
| GCM Generation Capital Management LLC Generation Capital Management LLC | 36,445 | $1.43M | $1.49M | $67,651.96 | 4.75% |
| FG Fabian Guerra Guerra Advisors Inc. | 1 | $38.12 | $40.87 | $2.75 | 7.21% |