| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 156 | $112,239.95 | $148,494.84 | $36,254.89 | 32.3% |
Christian Scharosch 1248 Management, LLC | 790 | $742,933.71 | $751,993.11 | $9,059.4 | 1.22% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,027 | $10.34M | $10.5M | $156,009.24 | 1.51% |
Amy Taylor Pingora Partners LLC | 62 | $45,423.27 | $59,017.18 | $13,593.91 | 29.93% |
Michael Herman Apollon Financial, LLC | 7,625 | $6.17M | $7.26M | $1.09M | 17.71% |
Margaret Nickens Elm3 Financial Group, LLC | 687 | $629,357.47 | $653,948.44 | $24,590.97 | 3.91% |
Chris Chatto Encompass More Asset Management | 256 | $239,557 | $243,683.84 | $4,126.84 | 1.72% |
David McNeely Darden Wealth Group Inc | 762 | $586,458.01 | $722,261.68 | $135,803.67 | 23.16% |
Christopher Griffith Stablepoint Partners, LLC | 1,318 | $888,249.61 | $1.25M | $366,341.42 | 41.24% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,570 | $1.53M | $1.49M | -$31,954.21 | -2.09% |
Adam Hill Bey-Douglas LLC | 244 | $243,256 | $232,261.16 | -$10,994.84 | -4.52% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 54 | $39,562.13 | $51,402.06 | $11,839.93 | 29.93% |
Jonathan Chatfield LM Advisors LLC | 5,352 | $4.59M | $5.09M | $508,727.19 | 11.09% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 525 | $354,894.25 | $499,742.26 | $144,848.01 | 40.81% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,234 | $2.01M | $2.13M | $119,836.05 | 5.97% |
Alan Gilmore Private Wealth Management Group, LLC | 236 | $183,665.33 | $224,646.04 | $40,980.71 | 22.31% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 399 | $311,689.88 | $379,804.11 | $68,114.23 | 21.85% |
David Novak Novak & Powell Financial Services, Inc. | 439 | $388,367.8 | $417,879.71 | $29,511.91 | 7.6% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 194 | $179,093.46 | $184,666.66 | $5,573.2 | 3.11% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,704 | $2.51M | $3.51M | $1M | 39.87% |