| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Taylor Pingora Partners LLC | 62 | $45,423.27 | $60,812.7 | $15,389.43 | 33.88% |
Michael Herman Apollon Financial, LLC | 7,267 | $5.83M | $7.12M | $1.29M | 22.06% |
Margaret Nickens Elm3 Financial Group, LLC | 714 | $654,092.04 | $699,327.3 | $45,235.26 | 6.92% |
Kelly Richert Clayton Financial Group LLC | 358 | $317,211.66 | $351,044.06 | $33,832.4 | 10.67% |
David McNeely Darden Wealth Group Inc | 830 | $632,363.43 | $812,943.5 | $180,580.07 | 28.56% |
Christopher Griffith Stablepoint Partners, LLC | 1,305 | $873,277.93 | $1.28M | $404,904.32 | 46.37% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,823 | $1.75M | $1.79M | $34,781.38 | 1.99% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 86 | $60,684.71 | $84,232.7 | $23,547.99 | 38.8% |
Jonathan Chatfield LM Advisors LLC | 4,620 | $3.85M | $4.53M | $673,869.51 | 17.5% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 525 | $354,894.25 | $514,211.25 | $159,317 | 44.89% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,214 | $1.98M | $2.17M | $185,605.1 | 9.36% |
Alan Gilmore Private Wealth Management Group, LLC | 166 | $118,266.05 | $162,588.7 | $44,322.65 | 37.48% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 399 | $311,689.88 | $390,800.55 | $79,110.67 | 25.38% |
David Novak Novak & Powell Financial Services, Inc. | 439 | $388,367.8 | $429,978.55 | $41,610.75 | 10.71% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 194 | $179,093.46 | $190,013.3 | $10,919.84 | 6.1% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,739 | $2.53M | $3.66M | $1.13M | 44.56% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 95,828 | $71.77M | $93.96M | $22.2M | 30.93% |
Lance Johnson ROI Financial Advisors, LLC | 8,697 | $5.75M | $8.52M | $2.77M | 48.26% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,357 | $982,131.41 | $1.33M | $346,982.24 | 35.33% |
Anne Wright Lummis Asset Management, LP | 10 | $6,601 | $9,794.5 | $3,193.5 | 48.38% |