| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 9,263 | $205,175 | $258,900.85 | $53,725.85 | 26.19% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 25,181 | $526,187.97 | $693,736.55 | $167,548.58 | 31.84% |
Christopher Griffith Stablepoint Partners, LLC | 12,832 | $273,752.67 | $354,291.52 | $80,538.85 | 29.42% |
Jonathan Chatfield LM Advisors LLC | 37,591 | $1.11M | $1.04M | -$78,068.79 | -7.01% |
Ashley Meredith Abel Hall, LLC | 8,000 | $240,240 | $221,760 | -$18,480 | -7.69% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 17,380 | $410,821.94 | $478,992.8 | $68,170.86 | 16.59% |
Dana Weymouth Painted Porch Advisors LLC | 12,504 | $253,162.3 | $348,361.44 | $95,199.14 | 37.6% |
Heather Scully NWF Advisory Services Inc. | 44,315 | $910,400.41 | $1.22M | $310,477.84 | 34.1% |
| DN Daniel Newman Noble Wealth Management PBC | 48,250 | $1.44M | $1.33M | -$108,133.94 | -7.52% |
Nicole Reese WPG Advisers LLC | 1,117 | $21,982.72 | $31,220.15 | $9,237.43 | 42.02% |
William F. Blake PMG Family Office LLC | 57,799 | $1.29M | $1.61M | $328,272.72 | 25.54% |