| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 32,265 | $887,147.77 | $1.16M | $275,360.18 | 31.04% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 600 | $16,914 | $21,711 | $4,797 | 28.36% |
Jonathan Chatfield LM Advisors LLC | 6,355 | $233,065.34 | $229,351.95 | -$3,713.39 | -1.59% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 8,059 | $212,354.65 | $288,028.66 | $75,674.01 | 35.64% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 32,654 | $1.09M | $1.18M | $93,249.76 | 8.56% |
David Novak Novak & Powell Financial Services, Inc. | 42,385 | $1.14M | $1.53M | $384,619.65 | 33.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 358,567 | $9.97M | $12.75M | $2.79M | 27.97% |
Angela Mari Abich Financial Wealth Management LLC | 1,036 | $32,385 | $37,570.54 | $5,185.54 | 16.01% |
Ryan M Palmer Optimist Retirement Group LLC | 62,956 | $1.67M | $2.24M | $567,228.11 | 33.94% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 19,669 | $528,183.1 | $703,461.78 | $175,278.68 | 33.19% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 224 | $7,385.51 | $8,202.88 | $817.37 | 11.07% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 5,461 | $200,747 | $194,630.04 | -$6,116.96 | -3.05% |
D. Garet Strange Hobbs Group Advisors, LLC | 21,195 | $622,810.84 | $763,549.87 | $140,739.03 | 22.6% |
Kyle Jones Pineridge Advisors LLC | 150 | $5,121 | $5,425.5 | $304.5 | 5.95% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 8,465 | $225,737.71 | $302,200.5 | $76,462.79 | 33.87% |
Ashley Meredith Abel Hall, LLC | 10,952 | $289,485.41 | $391,041.16 | $101,555.75 | 35.08% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 996 | $29,929.04 | $35,950.62 | $6,021.58 | 20.12% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 8,000 | $302,720 | $286,720 | -$16,000 | -5.29% |
Addis & Hill Inc. Addis & Hill, Inc | 20,691 | $546,595.59 | $754,600.77 | $208,005.18 | 38.05% |
Douglas E. Morisoli Fairman Group, LLC | 14,885 | $398,887.22 | $538,316.02 | $139,428.8 | 34.95% |