| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 444 | $10,034 | $12,622.92 | $2,588.92 | 25.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,263 | $205,175 | $263,347.09 | $58,172.09 | 28.35% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 23,960 | $490,265.62 | $681,182.8 | $190,917.18 | 38.94% |
Christopher Griffith Stablepoint Partners, LLC | 12,832 | $273,752.67 | $364,813.76 | $91,061.09 | 33.26% |
Jonathan Chatfield LM Advisors LLC | 37,591 | $1.11M | $1.16M | $44,143.31 | 3.96% |
Ashley Meredith Abel Hall, LLC | 8,000 | $240,240 | $227,440 | -$12,800 | -5.33% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 17,380 | $410,821.94 | $517,576.4 | $106,754.46 | 25.99% |
Dana Weymouth Painted Porch Advisors LLC | 12,504 | $253,162.3 | $355,488.72 | $102,326.42 | 40.42% |
Heather Scully NWF Advisory Services Inc. | 44,315 | $910,400.41 | $1.26M | $349,475.04 | 38.39% |
| DN Daniel Newman Noble Wealth Management PBC | 48,025 | $1.43M | $1.37M | -$65,808.24 | -4.6% |
Nicole Reese WPG Advisers LLC | 1,117 | $21,982.72 | $33,063.2 | $11,080.48 | 50.41% |
William F. Blake PMG Family Office LLC | 57,799 | $1.29M | $1.64M | $357,750.21 | 27.83% |