| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chandler te Velde Maia Wealth LLC | 8,383 | $3.89M | $3.99M | $99,284.82 | 2.55% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 1,490 | $706,394 | $708,822.8 | $2,428.8 | 0.34% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,280 | $538,347.73 | $608,921.6 | $70,573.87 | 13.11% |
| EI Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 869 | $409,401.87 | $413,400.68 | $3,998.81 | 0.98% |
Nicholas Holmes Objectivity Squared, LLC | 428 | $224,318.9 | $203,608.16 | -$20,710.74 | -9.23% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 340 | $125,747.62 | $161,744.8 | $35,997.18 | 28.63% |
Christian Scharosch 1248 Management, LLC | 205 | $106,658.31 | $97,522.6 | -$9,135.71 | -8.56% |
Sharon Allen Sterling Wealth Management, Inc. | 1,775 | $696,496.66 | $844,403 | $147,906.34 | 21.24% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 39,279 | $19.74M | $18.69M | -$1.05M | -5.33% |
Michael Herman Apollon Financial, LLC | 14,112 | $5.45M | $6.71M | $1.26M | 23.13% |
Jay David Franklin Clarity Capital Advisors, LLC | 9,479 | $3.51M | $4.51M | $999,925.18 | 28.49% |
David McNeely Darden Wealth Group Inc | 3,154 | $1.27M | $1.5M | $230,390.27 | 18.14% |
| MB Matthieu Balmer Climber Capital SA | 1,054 | $485,107.56 | $501,408.88 | $16,301.32 | 3.36% |
Christopher Griffith Stablepoint Partners, LLC | 2,612 | $984,525.3 | $1.24M | $258,055.34 | 26.21% |
Amber Baker NDVR, Inc. | 952 | $413,744.9 | $452,885.44 | $39,140.54 | 9.46% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 15,242 | $6.2M | $7.25M | $1.05M | 16.99% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 25,989 | $9.74M | $12.36M | $2.63M | 26.96% |
Jonathan Chatfield LM Advisors LLC | 19,912 | $10.01M | $9.47M | -$538,060.78 | -5.37% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 636 | $319,743 | $302,557.92 | -$17,185.08 | -5.37% |
Alan Gilmore Private Wealth Management Group, LLC | 2,503 | $905,101.36 | $1.19M | $285,625.8 | 31.56% |