| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,143 | $265,975.64 | $358,690.54 | $92,714.9 | 34.86% |
Ellwood Derricks Partnership Wealth Management, LLC | 1,010 | $196,639.76 | $314,190.8 | $117,551.04 | 59.78% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 699 | $252,051.49 | $222,631.5 | -$29,419.99 | -11.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 586 | $180,545.24 | $183,927.82 | $3,382.58 | 1.87% |
Neil Greenspan Fielder Capital Group LLC | 6,644 | $1.37M | $2.09M | $727,011.68 | 53.15% |
Chandler te Velde Maia Wealth LLC | 1,316 | $324,320.8 | $414,309.7 | $89,988.9 | 27.75% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,171 | $389,160.01 | $367,014.94 | -$22,145.07 | -5.69% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,853 | $955,030.11 | $1.52M | $564,953.71 | 59.16% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 10,971 | $2.07M | $3.41M | $1.34M | 64.65% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 374 | $74,818.84 | $117,177.94 | $42,359.1 | 56.62% |
Sharon Allen Sterling Wealth Management, Inc. | 5,134 | $962,857.16 | $1.61M | $648,397.4 | 67.34% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,775 | $2.88M | $2.75M | -$136,241.25 | -4.73% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 1,889 | $359,686.53 | $591,672.58 | $231,986.05 | 64.5% |
Michael Herman Apollon Financial, LLC | 1,656 | $507,890.92 | $522,153.36 | $14,262.44 | 2.81% |
Kelly Richert Clayton Financial Group LLC | 3,683 | $1.23M | $1.17M | -$68,791.7 | -5.58% |
Christopher Griffith Stablepoint Partners, LLC | 6,235 | $1.24M | $1.97M | $736,172.79 | 59.55% |
Amber Baker NDVR, Inc. | 890 | $243,867.56 | $279,344.3 | $35,476.74 | 14.55% |
Jonathan Chatfield LM Advisors LLC | 2,423 | $710,211.33 | $769,884.02 | $59,672.69 | 8.4% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,695 | $509,016.13 | $532,662.22 | $23,646.09 | 4.65% |
Alan Gilmore Private Wealth Management Group, LLC | 494 | $123,924.56 | $155,051.78 | $31,127.22 | 25.12% |