| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 64 | $17,026 | $18,135.04 | $1,109.04 | 6.51% |
Adam Colby Wealth Group Ltd | 853 | $229,947.61 | $241,706.08 | $11,758.47 | 5.11% |
Neil Greenspan Fielder Capital Group LLC | 765 | $203,505 | $216,770.4 | $13,265.4 | 6.52% |
Scott Noble Boomfish Wealth Group, LLC | 759 | $181,608.24 | $215,070.24 | $33,462 | 18.43% |
Chandler te Velde Maia Wealth LLC | 1,634 | $392,203.99 | $463,010.24 | $70,806.25 | 18.05% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 836 | $228,695.86 | $236,888.96 | $8,193.1 | 3.58% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 14,110 | $2.96M | $4M | $1.04M | 34.96% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,510 | $960,174.62 | $994,593.6 | $34,418.98 | 3.58% |
Kelly Richert Clayton Financial Group LLC | 16 | $4,201 | $4,533.76 | $332.76 | 7.92% |
Alan Gilmore Private Wealth Management Group, LLC | 17 | $3,429.35 | $4,817.12 | $1,387.77 | 40.47% |
David P. Cushing nVerses Capital, LLC | 1,449 | $385,462 | $410,588.64 | $25,126.64 | 6.52% |
David Novak Novak & Powell Financial Services, Inc. | 3,143 | $623,695.76 | $890,600.48 | $266,904.72 | 42.79% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 56,253 | $12.09M | $15.94M | $3.85M | 31.86% |
Angela Mari Abich Financial Wealth Management LLC | 5 | $1,369 | $1,416.8 | $47.8 | 3.49% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,333 | $324,706.43 | $377,718.88 | $53,012.45 | 16.33% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 14,063 | $2.79M | $3.98M | $1.19M | 42.72% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,752 | $347,780.22 | $496,446.72 | $148,666.5 | 42.75% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 279 | $74,220 | $79,057.44 | $4,837.44 | 6.52% |
Ashley Meredith Abel Hall, LLC | 779 | $207,230 | $220,737.44 | $13,507.44 | 6.52% |
Erik Roemer GERBER, LLC | 1,050 | $208,268 | $297,528 | $89,260 | 42.86% |