| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,757 | $206,380 | $203,794.43 | -$2,585.57 | -1.25% |
Jody White Farrow Financial Inc. | 39,635 | $2.02M | $4.6M | $2.57M | 127.09% |
Ellwood Derricks Partnership Wealth Management, LLC | 9,700 | $486,746 | $1.13M | $638,357 | 131.15% |
Christian J. Cyr Cyr Financial Inc. | 16,560 | $1.07M | $1.92M | $851,413.14 | 79.62% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 9,185 | $544,677.44 | $1.07M | $520,690.71 | 95.6% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,965 | $204,801.03 | $343,910.35 | $139,109.32 | 67.92% |
Neil Greenspan Fielder Capital Group LLC | 2,805 | $220,783.6 | $340,807.5 | $120,023.9 | 54.36% |
Chandler te Velde Maia Wealth LLC | 5,191 | $259,736.82 | $602,104.09 | $342,367.27 | 131.81% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,460 | $410,662.96 | $749,295.4 | $338,632.44 | 82.46% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 34,950 | $2.11M | $4.05M | $1.95M | 92.51% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 4,658 | $326,185.97 | $540,281.42 | $214,095.45 | 65.64% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 3,939 | $197,287.49 | $456,884.61 | $259,597.12 | 131.58% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1,912 | $224,584 | $221,772.88 | -$2,811.12 | -1.25% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 61,793 | $3.57M | $7.17M | $3.6M | 100.65% |
Christian Scharosch 1248 Management, LLC | 105 | $6,480 | $12,178.95 | $5,698.95 | 87.95% |
Sharon Allen Sterling Wealth Management, Inc. | 6,438 | $328,487.61 | $746,743.62 | $418,256.01 | 127.33% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 45,626 | $3.16M | $5.29M | $2.13M | 67.42% |
Amy Taylor Pingora Partners LLC | 18,845 | $1.3M | $2.19M | $885,452.52 | 68.09% |
Michael Herman Apollon Financial, LLC | 8,982 | $597,898.35 | $1.04M | $443,923.83 | 74.25% |
Kelly Richert Clayton Financial Group LLC | 1,900 | $142,371.12 | $220,381 | $78,009.88 | 54.79% |