| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 105 | $63,939.58 | $78,642.9 | $14,703.32 | 23% |
Sharon Allen Sterling Wealth Management, Inc. | 2,015 | $670,249.4 | $1.48M | $811,904 | 121.13% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,222 | $2.28M | $3.16M | $881,773.84 | 38.67% |
Amy Taylor Pingora Partners LLC | 750 | $221,753 | $554,032.5 | $332,279.5 | 149.84% |
Michael Herman Apollon Financial, LLC | 4,662 | $2.3M | $3.49M | $1.19M | 51.88% |
Kelly Richert Clayton Financial Group LLC | 156 | $89,367.78 | $117,669.24 | $28,301.46 | 31.67% |
Chris Chatto Encompass More Asset Management | 734 | $552,750.14 | $549,751.31 | -$2,998.83 | -0.54% |
David McNeely Darden Wealth Group Inc | 711 | $412,137.81 | $526,232.43 | $114,094.62 | 27.68% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 703 | $272,976.65 | $519,692.75 | $246,716.1 | 90.38% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 100 | $36,276.01 | $74,898 | $38,621.99 | 106.47% |
Jonathan Chatfield LM Advisors LLC | 365 | $296,525.15 | $273,377.69 | -$23,147.46 | -7.81% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,156 | $1.09M | $1.61M | $521,917.9 | 47.76% |
Alan Gilmore Private Wealth Management Group, LLC | 448 | $345,542.93 | $329,560 | -$15,982.93 | -4.63% |
David Novak Novak & Powell Financial Services, Inc. | 421 | $330,419.05 | $311,611.56 | -$18,807.49 | -5.69% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,127 | $413,551.04 | $830,576.46 | $417,025.42 | 100.84% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 68,433 | $23.87M | $50.34M | $26.48M | 110.93% |
Lance Johnson ROI Financial Advisors, LLC | 2,392 | $1.06M | $1.74M | $681,432.91 | 64.49% |
Angela Mari Abich Financial Wealth Management LLC | 184 | $87,796 | $137,812.32 | $50,016.32 | 56.97% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 708 | $253,209.23 | $521,077.38 | $267,868.15 | 105.79% |
Dennis R. Plyler FCG Investment Co | 4,907 | $4.44M | $3.61M | -$833,788.75 | -18.77% |