| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 448 | $50,809 | $57,953.28 | $7,144.28 | 14.06% |
Neil Greenspan Fielder Capital Group LLC | 2,578 | $225,041.42 | $337,550.43 | $112,509.01 | 49.99% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 8,021 | $701,725.43 | $1.04M | $335,871.13 | 47.86% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,502 | $334,999.14 | $582,378.72 | $247,379.58 | 73.84% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 449 | $32,977.24 | $58,082.64 | $25,105.4 | 76.13% |
Christian Scharosch 1248 Management, LLC | 6,976 | $708,064 | $902,415.36 | $194,351.36 | 27.45% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,255 | $845,698.46 | $1.07M | $222,168.34 | 26.27% |
Amy Taylor Pingora Partners LLC | 4,100 | $212,909.68 | $530,376 | $317,466.32 | 149.11% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,793 | $250,949 | $231,942.48 | -$19,006.52 | -7.57% |
Christopher Griffith Stablepoint Partners, LLC | 3,840 | $255,830.6 | $496,742.4 | $240,911.8 | 94.17% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 4,483 | $381,593.34 | $579,920.88 | $198,327.54 | 51.97% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 20 | $1,257 | $2,587.2 | $1,330.2 | 105.82% |
Jonathan Chatfield LM Advisors LLC | 2,181 | $190,603.03 | $282,134.16 | $91,531.13 | 48.02% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,209 | $256,845.64 | $285,756.24 | $28,910.6 | 11.26% |
Alan Gilmore Private Wealth Management Group, LLC | 629 | $42,947.53 | $80,964.88 | $38,017.35 | 88.52% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 109 | $11,122.56 | $14,100.24 | $2,977.68 | 26.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 175,795 | $10.62M | $22.63M | $12.01M | 113.13% |
Angela Mari Abich Financial Wealth Management LLC | 145 | $14,603.46 | $18,757.2 | $4,153.74 | 28.44% |
Dennis R. Plyler FCG Investment Co | 1,531 | $134,151.76 | $197,070.32 | $62,918.56 | 46.9% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,416 | $484,541.06 | $959,333.76 | $474,792.7 | 97.99% |