| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 9,055 | $875,769.16 | $871,000.45 | -$4,768.71 | -0.54% |
Sharon Allen Sterling Wealth Management, Inc. | 2,955 | $269,425.02 | $306,477.82 | $37,052.8 | 13.75% |
James Morris FMA Wealth Management, LLC | 2,200 | $272,822 | $225,500 | -$47,322 | -17.35% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 22,869 | $2.62M | $2.35M | -$267,322.6 | -10.21% |
Amy Taylor Pingora Partners LLC | 9,836 | $888,092.57 | $1.02M | $129,343.27 | 14.56% |
Michael Herman Apollon Financial, LLC | 5,341 | $543,891.26 | $513,750.79 | -$30,140.47 | -5.54% |
Chris Chatto Encompass More Asset Management | 2,380 | $229,380.82 | $247,615.2 | $18,234.38 | 7.95% |
Christopher Griffith Stablepoint Partners, LLC | 3,593 | $435,801.35 | $373,851.65 | -$61,949.7 | -14.22% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,752 | $327,912.5 | $282,080 | -$45,832.5 | -13.98% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 747 | $73,692.44 | $71,853.93 | -$1,838.51 | -2.49% |
Jonathan Chatfield LM Advisors LLC | 13,221 | $1.3M | $1.36M | $56,218.02 | 4.31% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,527 | $249,311.01 | $261,519.23 | $12,208.22 | 4.9% |
Alan Gilmore Private Wealth Management Group, LLC | 2,052 | $218,936.22 | $212,197.32 | -$6,738.9 | -3.08% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 5,251 | $492,264.37 | $545,158.82 | $52,894.45 | 10.75% |
David Novak Novak & Powell Financial Services, Inc. | 5,055 | $456,762.56 | $525,972.75 | $69,210.19 | 15.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.39M | $143.34M | $143.58M | $239,755.35 | 0.17% |
Angela Mari Abich Financial Wealth Management LLC | 164 | $18,507.52 | $16,949.4 | -$1,558.12 | -8.42% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,535 | $234,716.65 | $260,205.07 | $25,488.42 | 10.86% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 4,418 | $547,458 | $458,720.94 | -$88,737.06 | -16.21% |
Alana Parm MORTON COMMUNITY BANK | 33,830 | $3.27M | $3.5M | $226,076.06 | 6.91% |