| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Noble Boomfish Wealth Group, LLC | 38,180 | $1.33M | $1.98M | $650,506.97 | 49.07% |
Chandler te Velde Maia Wealth LLC | 13,181 | $484,238.36 | $677,371.59 | $193,133.23 | 39.88% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,632 | $1.12M | $1.21M | $91,087.19 | 8.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 52,079 | $2.16M | $2.68M | $519,915.01 | 24.06% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 27,167 | $1.12M | $1.4M | $273,698.41 | 24.38% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 7,522 | $413,710 | $385,765.77 | -$27,944.23 | -6.75% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 49,092 | $1.89M | $2.52M | $636,411.43 | 33.74% |
Christian Scharosch 1248 Management, LLC | 632 | $26,373.26 | $32,478.48 | $6,105.22 | 23.15% |
James Morris FMA Wealth Management, LLC | 3,932 | $224,045 | $201,652.62 | -$22,392.38 | -9.99% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 115,603 | $5.78M | $5.94M | $158,059.34 | 2.73% |
Michael Herman Apollon Financial, LLC | 4,137 | $235,722 | $223,232.52 | -$12,489.48 | -5.3% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 6,339 | $277,726.37 | $327,662.91 | $49,936.54 | 17.98% |
Chris Chatto Encompass More Asset Management | 7,676 | $308,228.06 | $414,196.96 | $105,968.9 | 34.38% |
Christopher Griffith Stablepoint Partners, LLC | 9,454 | $397,280.58 | $510,137.84 | $112,857.26 | 28.41% |
Amber Baker NDVR, Inc. | 4,911 | $270,105 | $252,474.51 | -$17,630.49 | -6.53% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 30 | $1,193.1 | $1,541.7 | $348.6 | 29.22% |
Jonathan Chatfield LM Advisors LLC | 55,337 | $3.12M | $2.99M | -$137,337.95 | -4.4% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,279 | $758,361.99 | $785,187.81 | $26,825.82 | 3.54% |
Alan Gilmore Private Wealth Management Group, LLC | 6,179 | $217,443.7 | $319,454.3 | $102,010.6 | 46.91% |
David Novak Novak & Powell Financial Services, Inc. | 7,044 | $237,500.66 | $380,094.24 | $142,593.58 | 60.04% |