| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 25,170 | $4.27M | $8.4M | $4.13M | 96.68% |
Margaret Nickens Elm3 Financial Group, LLC | 15,673 | $3.65M | $5.3M | $1.65M | 45.22% |
Kelly Richert Clayton Financial Group LLC | 630 | $211,107.67 | $210,735 | -$372.67 | -0.18% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 3,576 | $593,411.33 | $1.23M | $638,592.19 | 107.61% |
Chris Chatto Encompass More Asset Management | 672 | $207,974.51 | $220,920 | $12,945.49 | 6.22% |
David McNeely Darden Wealth Group Inc | 21,421 | $3.8M | $7.23M | $3.42M | 89.99% |
Christopher Griffith Stablepoint Partners, LLC | 35,058 | $5.86M | $11.73M | $5.86M | 99.97% |
Amber Baker NDVR, Inc. | 3,251 | $813,360.59 | $1.12M | $306,056.21 | 37.63% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 7,441 | $972,841.5 | $2.52M | $1.54M | 158.66% |
Adam Hill Bey-Douglas LLC | 10,007 | $3.1M | $3.38M | $280,925.13 | 9.07% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 58,499 | $6.53M | $19.51M | $12.98M | 198.75% |
Jonathan Chatfield LM Advisors LLC | 19,974 | $7.03M | $6.71M | -$326,154.33 | -4.64% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 756 | $84,388.5 | $256,571.28 | $172,182.78 | 204.04% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 18,044 | $5.13M | $6.02M | $897,174.71 | 17.5% |
Alan Gilmore Private Wealth Management Group, LLC | 1,554 | $215,032.71 | $535,088.82 | $320,056.11 | 148.84% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 4,208 | $497,619.8 | $1.43M | $932,384.84 | 187.37% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 1,736 | $384,784.64 | $586,755.85 | $201,971.21 | 52.49% |
David Novak Novak & Powell Financial Services, Inc. | 677 | $255,737 | $229,543.62 | -$26,193.38 | -10.24% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 722 | $238,169.61 | $242,259.88 | $4,090.27 | 1.72% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,996 | $516,339.98 | $1.03M | $512,756.06 | 99.31% |