| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 7,469 | $815,031.04 | $1.17M | $357,079.06 | 43.81% |
Christopher Griffith Stablepoint Partners, LLC | 3,298 | $213,123.73 | $527,482.12 | $314,358.39 | 147.5% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 277 | $16,317 | $43,843.56 | $27,526.56 | 168.7% |
Jonathan Chatfield LM Advisors LLC | 415 | $35,164.03 | $65,686.2 | $30,522.17 | 86.8% |
Alan Gilmore Private Wealth Management Group, LLC | 279 | $16,125.25 | $44,335.89 | $28,210.64 | 174.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 91,092 | $6.02M | $14.3M | $8.28M | 137.53% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,022 | $239,869.86 | $317,312.44 | $77,442.58 | 32.29% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 3,867 | $210,483.64 | $611,682.06 | $401,198.42 | 190.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,418 | $516,504.12 | $698,839.24 | $182,335.12 | 35.3% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 12,408 | $1.21M | $1.98M | $775,290.47 | 64.18% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 15,012 | $782,040.39 | $2.39M | $1.6M | 205.04% |
Todd A. Rustman Clarity Capital Partners LLC | 4,400 | $231,387.54 | $695,992 | $464,604.46 | 200.79% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 10,700 | $990,581.93 | $1.68M | $688,568.96 | 69.51% |
Kyle Jones Pineridge Advisors LLC | 44 | $2,289.97 | $6,904.92 | $4,614.95 | 201.53% |
Ashley Meredith Abel Hall, LLC | 4,222 | $437,106.36 | $670,918.02 | $233,811.66 | 53.49% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 3,362 | $284,851.94 | $527,615.47 | $242,763.53 | 85.22% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 6,618 | $645,157.11 | $1.04M | $393,405.56 | 60.98% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,885 | $222,844.03 | $452,743.02 | $229,898.99 | 103.17% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 4,915 | $447,805.65 | $780,256.25 | $332,450.6 | 74.24% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 17,627 | $1.92M | $2.77M | $845,614.93 | 44.03% |