| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 1,159 | $13,095 | $16,492.57 | $3,397.57 | 25.95% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 17,054 | $202,568.95 | $242,678.42 | $40,109.47 | 19.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,851 | $21,367 | $26,339.73 | $4,972.73 | 23.27% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 75,268 | $791,136.74 | $1.07M | $279,926.9 | 35.38% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 51,411 | $734,997.92 | $731,578.53 | -$3,419.39 | -0.47% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 850 | $11,044.02 | $12,095.5 | $1,051.48 | 9.52% |
Kelly Richert Clayton Financial Group LLC | 296 | $3,884.63 | $4,212.08 | $327.45 | 8.43% |
Christopher Griffith Stablepoint Partners, LLC | 12,175 | $148,212.17 | $173,250.25 | $25,038.08 | 16.89% |
Alan Gilmore Private Wealth Management Group, LLC | 707 | $8,249.35 | $10,060.61 | $1,811.26 | 21.96% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 351 | $4,198.53 | $4,994.73 | $796.2 | 18.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 260,326 | $2.89M | $3.7M | $818,769.5 | 28.37% |
Angela Mari Abich Financial Wealth Management LLC | 32,002 | $382,739 | $455,388.46 | $72,649.46 | 18.98% |
Dennis R. Plyler FCG Investment Co | 103,143 | $1.34M | $1.47M | $126,481.66 | 9.43% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,552 | $18,562 | $22,084.96 | $3,522.96 | 18.98% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 291 | $3,480.38 | $4,140.93 | $660.55 | 18.98% |
Corey Saft Sivia Capital Partners, LLC | 11,142 | $128,579 | $158,550.66 | $29,971.66 | 23.31% |
Kyle Jones Pineridge Advisors LLC | 299 | $3,424.54 | $4,254.77 | $830.23 | 24.24% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 45,875 | $598,670.7 | $652,801.25 | $54,130.55 | 9.04% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 10,636 | $139,543.4 | $151,350.28 | $11,806.88 | 8.46% |
Nicholas Jeffries M3 Advisory Group, LLC | 32,943 | $401,014.97 | $468,778.89 | $67,763.92 | 16.9% |