| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 37,102 | $8.3M | $9.31M | $1.01M | 12.18% |
Amy Taylor Pingora Partners LLC | 1,705 | $296,508.73 | $425,329.32 | $128,820.59 | 43.45% |
Michael Herman Apollon Financial, LLC | 1,524 | $341,168.9 | $382,432.56 | $41,263.66 | 12.09% |
Kelly Richert Clayton Financial Group LLC | 5,762 | $1.33M | $1.45M | $114,204.33 | 8.58% |
Chris Chatto Encompass More Asset Management | 1,118 | $221,334.89 | $280,550.92 | $59,216.03 | 26.75% |
David McNeely Darden Wealth Group Inc | 4,782 | $827,221.77 | $1.17M | $338,629.83 | 40.94% |
| MB Matthieu Balmer Climber Capital SA | 897 | $194,997.11 | $225,093.18 | $30,096.07 | 15.43% |
Christopher Griffith Stablepoint Partners, LLC | 21,670 | $3.53M | $5.44M | $1.9M | 53.86% |
Amber Baker NDVR, Inc. | 2,279 | $366,209.04 | $571,892.26 | $205,683.22 | 56.17% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,010 | $337,419.37 | $504,389.4 | $166,970.03 | 49.48% |
Adam Hill Bey-Douglas LLC | 1,948 | $324,438.56 | $488,831.12 | $164,392.56 | 50.67% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 33,604 | $5.23M | $8.43M | $3.21M | 61.37% |
Jonathan Chatfield LM Advisors LLC | 1,190 | $300,000 | $296,024.39 | -$3,975.61 | -1.33% |
Jennifer Milam Mustard Seed Financial, LLC | 5,790 | $936,683.38 | $1.41M | $474,918.62 | 50.7% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,863 | $1.84M | $2.22M | $383,694.45 | 20.85% |
Alan Gilmore Private Wealth Management Group, LLC | 1,170 | $194,764.89 | $293,599.8 | $98,834.91 | 50.75% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 3,052 | $569,858.91 | $765,868.88 | $196,009.97 | 34.4% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 3,397 | $633,863.64 | $852,443.18 | $218,579.54 | 34.48% |
David Novak Novak & Powell Financial Services, Inc. | 1,183 | $247,862.33 | $293,348.51 | $45,486.18 | 18.35% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 103 | $23,837.65 | $25,693.35 | $1,855.7 | 7.78% |