| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,035 | $2.04M | $4.59M | $2.55M | 124.93% |
Michael Herman Apollon Financial, LLC | 342 | $247,266 | $173,623.14 | -$73,642.86 | -29.78% |
Margaret Nickens Elm3 Financial Group, LLC | 478 | $345,889 | $242,666.26 | -$103,222.74 | -29.84% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 450 | $325,523 | $228,451.5 | -$97,071.5 | -29.82% |
David McNeely Darden Wealth Group Inc | 1,970 | $360,647.99 | $1.05M | $691,804.79 | 191.82% |
Christopher Griffith Stablepoint Partners, LLC | 6,045 | $1M | $3.07M | $2.07M | 206.39% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 392 | $283,090 | $199,006.64 | -$84,083.36 | -29.7% |
Jonathan Chatfield LM Advisors LLC | 371 | $91,375.48 | $188,345.57 | $96,970.09 | 106.12% |
Jennifer Milam Mustard Seed Financial, LLC | 500 | $361,500 | $276,025 | -$85,475 | -23.64% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,309 | $583,876 | $664,540.04 | $80,664.04 | 13.82% |
Alan Gilmore Private Wealth Management Group, LLC | 1,234 | $598,821.92 | $626,464.79 | $27,642.87 | 4.62% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 357 | $258,111 | $181,238.19 | -$76,872.81 | -29.78% |
David Novak Novak & Powell Financial Services, Inc. | 1,627 | $261,798.35 | $825,979.11 | $564,180.76 | 215.5% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 510 | $368,730 | $281,545.5 | -$87,184.5 | -23.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 139,949 | $23.8M | $71.05M | $47.25M | 198.58% |
Lance Johnson ROI Financial Advisors, LLC | 1,663 | $409,455.12 | $844,255.23 | $434,800.11 | 106.19% |
Angela Mari Abich Financial Wealth Management LLC | 976 | $199,816 | $495,485.93 | $295,669.93 | 147.97% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,590 | $291,082 | $857,486.98 | $566,404.98 | 194.59% |
Anne Wright Lummis Asset Management, LP | 6 | $1,542 | $3,046.02 | $1,504.02 | 97.54% |
Dennis R. Plyler FCG Investment Co | 3,635 | $1.24M | $1.85M | $602,973.9 | 48.53% |