| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Chatfield LM Advisors LLC | 1,079 | $272,891.35 | $303,878.77 | $30,987.42 | 11.36% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,373 | $333,411.02 | $387,542.99 | $54,131.97 | 16.24% |
Alan Gilmore Private Wealth Management Group, LLC | 103 | $26,426.49 | $29,072.78 | $2,646.29 | 10.01% |
David P. Cushing nVerses Capital, LLC | 873 | $201,191 | $246,412.99 | $45,221.99 | 22.48% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 46,056 | $4.33M | $12.97M | $8.64M | 199.52% |
Angela Mari Abich Financial Wealth Management LLC | 20 | $3,925 | $5,645.2 | $1,720.2 | 43.83% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,466 | $272,906 | $422,501.21 | $149,595.21 | 54.82% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,206 | $93,621.68 | $340,405.57 | $246,783.89 | 263.6% |
| FTM F. Thomas Mosley Mosley Wealth Management | 52 | $12,061.19 | $14,677.52 | $2,616.33 | 21.69% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,926 | $1.01M | $1.71M | $702,578.05 | 69.49% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3,142 | $620,246.55 | $891,416.82 | $271,170.27 | 43.72% |
Williamson Legacy Group LLC Williamson Legacy Group, LLC | 13,676 | $2.76M | $3.85M | $1.09M | 39.68% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2 | $538 | $564.52 | $26.52 | 4.93% |
Angela Pompian Sunpointe, LLC | 4,691 | $1.05M | $1.32M | $272,397.53 | 25.9% |
Kyle Jones Pineridge Advisors LLC | 18 | $1,231.62 | $5,080.68 | $3,849.06 | 312.52% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 1,110 | $298,435 | $313,308.61 | $14,873.61 | 4.98% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,418 | $381,243.47 | $399,705.84 | $18,462.37 | 4.84% |
Ashley Meredith Abel Hall, LLC | 2,172 | $442,096.26 | $613,068.74 | $170,972.48 | 38.67% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 133 | $13,333 | $37,540.58 | $24,207.58 | 181.56% |
Erik Roemer GERBER, LLC | 1,834 | $200,585 | $517,664.86 | $317,079.86 | 158.08% |