| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 4,445 | $211,413.42 | $232,517.95 | $21,104.53 | 9.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 48,752 | $2.4M | $2.55M | $157,565.7 | 6.58% |
Craig Silberg EVERPAR ADVISORS LLC | 4,036 | $212,455 | $211,123.16 | -$1,331.84 | -0.63% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 27,221 | $1.25M | $1.43M | $178,676.15 | 14.31% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 4,735 | $223,168.96 | $246,977.6 | $23,808.64 | 10.67% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 4,020 | $193,518.34 | $210,688.2 | $17,169.86 | 8.87% |
Amy Taylor Pingora Partners LLC | 7,918 | $337,233.56 | $414,309.35 | $77,075.79 | 22.86% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 184,261 | $7.84M | $9.64M | $1.8M | 23% |
David Novak Novak & Powell Financial Services, Inc. | 15,973 | $707,280.55 | $834,269.79 | $126,989.24 | 17.95% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 305 | $14,390.44 | $15,924.05 | $1,533.61 | 10.66% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 10,078 | $503,425.3 | $523,804.05 | $20,378.75 | 4.05% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 66,059 | $3.19M | $3.43M | $236,716.76 | 7.41% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,666 | $510,351.68 | $559,431.7 | $49,080.02 | 9.62% |
Tammy Trenta FF Advisors,LLC | 13,788 | $609,919.38 | $719,044.2 | $109,124.82 | 17.89% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 34,673 | $1.65M | $1.8M | $153,997.61 | 9.34% |
Ashley Meredith Abel Hall, LLC | 10,200 | $498,372 | $530,400 | $32,028 | 6.43% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 24,681 | $1.16M | $1.28M | $122,286.19 | 10.54% |
Michael Bailey MGB Wealth Management, LLC | 70,297 | $3.32M | $3.68M | $361,820.41 | 10.91% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 15,136 | $663,820.99 | $790,250.56 | $126,429.57 | 19.05% |
Richard Zipkis Granite Group Advisors, LLC | 22,593 | $962,237.46 | $1.18M | $218,246.79 | 22.68% |