| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,206 | $566,213.26 | $511,995.25 | -$54,218.01 | -9.58% |
Kelly Richert Clayton Financial Group LLC | 5 | $3,369.23 | $2,122.7 | -$1,246.53 | -37% |
David McNeely Darden Wealth Group Inc | 4,413 | $1.64M | $1.87M | $230,068.89 | 14% |
Jonathan Chatfield LM Advisors LLC | 1,410 | $950,086.2 | $598,601.41 | -$351,484.79 | -37% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 970 | $333,172.66 | $411,803.81 | $78,631.15 | 23.6% |
Alan Gilmore Private Wealth Management Group, LLC | 109 | $12,024.7 | $46,274.86 | $34,250.16 | 284.83% |
David P. Cushing nVerses Capital, LLC | 1,074 | $527,850 | $455,955.97 | -$71,894.03 | -13.62% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 26,470 | $7.87M | $11.24M | $3.37M | 42.83% |
| FTM F. Thomas Mosley Mosley Wealth Management | 639 | $236,294.07 | $271,281.07 | $34,987 | 14.81% |
Ryan M Palmer Optimist Retirement Group LLC | 801 | $127,959.62 | $340,056.55 | $212,096.93 | 165.75% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3,158 | $1.26M | $1.34M | $83,813.35 | 6.67% |
Brian Distler Lakeridge Wealth Management LLC | 1,035 | $533,263 | $439,398.91 | -$93,864.09 | -17.6% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 13 | $9,162.05 | $5,519.02 | -$3,643.03 | -39.76% |
Corey Saft Sivia Capital Partners, LLC | 2,225 | $231,174.42 | $944,601.52 | $713,427.1 | 308.61% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 26,162 | $16.03M | $11.11M | -$4.92M | -30.71% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 903 | $359,394 | $383,359.63 | $23,965.63 | 6.67% |
Ashley Meredith Abel Hall, LLC | 598 | $413,274.93 | $253,874.93 | -$159,400 | -38.57% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 152 | $60,496 | $64,530.08 | $4,034.08 | 6.67% |
Nitin Kumbhani Accent Capital Management, LLC | 998 | $397,204 | $423,690.93 | $26,486.93 | 6.67% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 1,250 | $593,540.52 | $530,675.01 | -$62,865.51 | -10.59% |