| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Chatto Encompass More Asset Management | 4,142 | $321,405.02 | $480,430.58 | $159,025.56 | 49.48% |
| MB Matthieu Balmer Climber Capital SA | 2,465 | $191,169.63 | $285,915.35 | $94,745.72 | 49.56% |
Christopher Griffith Stablepoint Partners, LLC | 84,673 | $4.31M | $9.82M | $5.51M | 127.8% |
Amber Baker NDVR, Inc. | 3,133 | $159,718.06 | $363,396.67 | $203,678.61 | 127.52% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,237 | $173,568.97 | $259,469.63 | $85,900.66 | 49.49% |
Adam Hill Bey-Douglas LLC | 4,487 | $293,381.53 | $520,447.13 | $227,065.6 | 77.4% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 362 | $18,098.42 | $41,988.38 | $23,889.96 | 132% |
Jennifer Milam Mustard Seed Financial, LLC | 1,844 | $216,597 | $224,046 | $7,449 | 3.44% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 9,990 | $871,847.83 | $1.16M | $286,892.27 | 32.91% |
Alan Gilmore Private Wealth Management Group, LLC | 2,779 | $232,690.21 | $322,336.21 | $89,646 | 38.53% |
David Novak Novak & Powell Financial Services, Inc. | 3,618 | $190,557.76 | $419,651.82 | $229,094.06 | 120.22% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,641 | $112,403.03 | $190,339.59 | $77,936.56 | 69.34% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,973 | $231,723 | $239,719.5 | $7,996.5 | 3.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 578,445 | $29.76M | $67.09M | $37.33M | 125.41% |
Angela Mari Abich Financial Wealth Management LLC | 2,625 | $126,743.39 | $304,473.75 | $177,730.36 | 140.23% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,853 | $358,813.62 | $710,671.26 | $351,857.64 | 98.06% |
Anne Wright Lummis Asset Management, LP | 6,725 | $415,872.99 | $780,032.75 | $364,159.76 | 87.57% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 24,517 | $1.52M | $2.84M | $1.32M | 86.78% |
Dennis R. Plyler FCG Investment Co | 3,996 | $277,240.73 | $463,496.04 | $186,255.31 | 67.18% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,157 | $253,346 | $250,190.43 | -$3,155.57 | -1.25% |