| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Taylor Pingora Partners LLC | 8,070 | $1.32M | $1.88M | $555,281.4 | 42.05% |
Michael Herman Apollon Financial, LLC | 2,131 | $545,627.96 | $495,393.57 | -$50,234.39 | -9.21% |
Kelly Richert Clayton Financial Group LLC | 1,150 | $324,871.1 | $267,122 | -$57,749.1 | -17.78% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 925 | $271,225.51 | $216,098.5 | -$55,127.01 | -20.33% |
Chris Chatto Encompass More Asset Management | 1,099 | $250,128.41 | $255,088.89 | $4,960.48 | 1.98% |
David McNeely Darden Wealth Group Inc | 725 | $175,829.65 | $168,381.25 | -$7,448.4 | -4.24% |
Christopher Griffith Stablepoint Partners, LLC | 5,231 | $882,275.21 | $1.22M | $332,781.47 | 37.72% |
Amber Baker NDVR, Inc. | 878 | $173,782.69 | $205,557.36 | $31,774.67 | 18.28% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 9,863 | $2.9M | $2.31M | -$597,349.82 | -20.57% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 24,831 | $6.08M | $5.78M | -$300,747.14 | -4.95% |
Jonathan Chatfield LM Advisors LLC | 1,377 | $352,206.41 | $318,926.97 | -$33,279.44 | -9.45% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,385 | $625,687.7 | $554,274 | -$71,413.7 | -11.41% |
Alan Gilmore Private Wealth Management Group, LLC | 1,870 | $411,828.01 | $437,804.4 | $25,976.39 | 6.31% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 138,030 | $25.78M | $32.32M | $6.53M | 25.34% |
Lance Johnson ROI Financial Advisors, LLC | 12,209 | $2.47M | $2.84M | $374,501.03 | 15.18% |
Angela Mari Abich Financial Wealth Management LLC | 2,882 | $755,584.48 | $666,917.57 | -$88,666.91 | -11.73% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,052 | $307,078.66 | $245,673.56 | -$61,405.1 | -20% |
Anne Wright Lummis Asset Management, LP | 52 | $14,672 | $12,042.16 | -$2,629.84 | -17.92% |
Dennis R. Plyler FCG Investment Co | 1,984 | $584,843.52 | $464,454.4 | -$120,389.12 | -20.58% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,858 | $808,187.22 | $666,914.3 | -$141,272.92 | -17.48% |