| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 535 | $58,437.8 | $74,653.89 | $16,216.09 | 27.75% |
Ellwood Derricks Partnership Wealth Management, LLC | 8,193 | $797,424.69 | $1.14M | $345,826.45 | 43.37% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 24,084 | $2.74M | $3.36M | $620,405.8 | 22.64% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,553 | $172,722.32 | $216,705.6 | $43,983.28 | 25.46% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,237 | $367,160.28 | $451,690.95 | $84,530.67 | 23.02% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 122 | $13,344 | $17,023.88 | $3,679.88 | 27.58% |
James Morris FMA Wealth Management, LLC | 2,611 | $348,125 | $364,338.91 | $16,213.91 | 4.66% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 4,779 | $626,929.34 | $666,861.61 | $39,932.27 | 6.37% |
Amy Taylor Pingora Partners LLC | 1,100 | $110,441.87 | $153,493.99 | $43,052.12 | 38.98% |
Kelly Richert Clayton Financial Group LLC | 5,500 | $732,323.32 | $751,190 | $18,866.68 | 2.58% |
Christopher Griffith Stablepoint Partners, LLC | 1,701 | $226,672.35 | $237,357.52 | $10,685.17 | 4.71% |
Alan Gilmore Private Wealth Management Group, LLC | 407 | $48,037.18 | $55,588.06 | $7,550.88 | 15.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 78,470 | $7.76M | $10.72M | $2.95M | 38.06% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,902 | $209,524.36 | $265,405.06 | $55,880.7 | 26.67% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4,204 | $558,807.7 | $586,626.12 | $27,818.42 | 4.98% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,705 | $209,796.73 | $237,915.68 | $28,118.95 | 13.4% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,687 | $164,939.12 | $235,403.96 | $70,464.84 | 42.72% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 61,940 | $6.05M | $8.64M | $2.6M | 42.93% |
Angela Pompian Sunpointe, LLC | 4,236 | $555,001 | $591,091.4 | $36,090.4 | 6.5% |
Kyle Jones Pineridge Advisors LLC | 2,463 | $253,826.21 | $343,687 | $89,860.79 | 35.4% |