| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Greenspan Fielder Capital Group LLC | 2,079 | $1.55M | $1.97M | $416,579.48 | 26.9% |
Scott Noble Boomfish Wealth Group, LLC | 627 | $576,154.13 | $592,678.02 | $16,523.89 | 2.87% |
Chandler te Velde Maia Wealth LLC | 473 | $415,346.49 | $447,107.98 | $31,761.49 | 7.65% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,792 | $1.68M | $1.69M | $14,539.58 | 0.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,630 | $5.25M | $10.05M | $4.8M | 91.41% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 312 | $283,055.41 | $294,921.12 | $11,865.71 | 4.19% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 156 | $112,239.95 | $147,434.04 | $35,194.09 | 31.36% |
Christian Scharosch 1248 Management, LLC | 790 | $742,933.71 | $746,755.4 | $3,821.69 | 0.51% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,027 | $10.34M | $10.42M | $81,025.53 | 0.78% |
Amy Taylor Pingora Partners LLC | 62 | $45,423.27 | $58,606.12 | $13,182.85 | 29.02% |
Michael Herman Apollon Financial, LLC | 7,625 | $6.17M | $7.21M | $1.04M | 16.87% |
Margaret Nickens Elm3 Financial Group, LLC | 679 | $622,028.7 | $642,104.02 | $20,075.32 | 3.23% |
Chris Chatto Encompass More Asset Management | 256 | $239,557 | $241,943.04 | $2,386.04 | 1% |
David McNeely Darden Wealth Group Inc | 762 | $586,458.01 | $720,158.58 | $133,700.57 | 22.8% |
Christopher Griffith Stablepoint Partners, LLC | 1,318 | $888,249.61 | $1.25M | $357,379.01 | 40.23% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,570 | $1.53M | $1.48M | -$42,630.23 | -2.79% |
Adam Hill Bey-Douglas LLC | 244 | $243,256 | $230,601.96 | -$12,654.04 | -5.2% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 54 | $39,562.13 | $51,034.86 | $11,472.73 | 29% |
Jonathan Chatfield LM Advisors LLC | 5,258 | $4.52M | $4.97M | $445,542.6 | 9.85% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 500 | $338,392.25 | $472,545 | $134,152.75 | 39.64% |