| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 895 | $153,498.03 | $307,110.3 | $153,612.27 | 100.07% |
Amber Baker NDVR, Inc. | 703 | $140,705.42 | $240,791.55 | $100,086.13 | 71.13% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 802 | $206,427.24 | $283,691.47 | $77,264.23 | 37.43% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 639 | $65,088.25 | $218,870.27 | $153,782.02 | 236.27% |
Jonathan Chatfield LM Advisors LLC | 459 | $98,235.89 | $157,216.68 | $58,980.79 | 60.04% |
Jennifer Milam Mustard Seed Financial, LLC | 735 | $189,181.92 | $251,752.19 | $62,570.27 | 33.07% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,294 | $538,270.09 | $804,345.22 | $266,075.13 | 49.43% |
Alan Gilmore Private Wealth Management Group, LLC | 350 | $35,650.84 | $126,563.5 | $90,912.66 | 255.01% |
David Novak Novak & Powell Financial Services, Inc. | 1,328 | $186,036.58 | $455,517.29 | $269,480.71 | 144.85% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 793 | $204,846.21 | $272,554.1 | $67,707.89 | 33.05% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 1,611 | $164,095.72 | $552,589.13 | $388,493.41 | 236.75% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 169,148 | $27.83M | $57.73M | $29.9M | 107.47% |
Angela Mari Abich Financial Wealth Management LLC | 107 | $17,009.81 | $36,735.77 | $19,725.96 | 115.97% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 880 | $226,685.84 | $299,816 | $73,130.16 | 32.26% |
Anne Wright Lummis Asset Management, LP | 12 | $1,222.31 | $4,116.84 | $2,894.53 | 236.81% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 14,312 | $2.64M | $4.88M | $2.24M | 84.92% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 7,072 | $839,107.47 | $2.43M | $1.59M | 189.09% |
Alana Parm MORTON COMMUNITY BANK | 831 | $235,813 | $285,041.32 | $49,228.32 | 20.88% |
| FTM F. Thomas Mosley Mosley Wealth Management | 211 | $59,875.47 | $71,991.09 | $12,115.62 | 20.23% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 745 | $191,755.84 | $255,542.46 | $63,786.62 | 33.26% |