| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Silberg EVERPAR ADVISORS LLC | 23,769 | $1.48M | $1.8M | $320,861.76 | 21.65% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 12,267 | $691,346.14 | $930,390.61 | $239,044.47 | 34.58% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,187 | $235,888.71 | $317,631.68 | $81,742.97 | 34.65% |
Carol Smith Access Investment Management LLC | 675 | $41,864 | $51,206.44 | $9,342.44 | 22.32% |
Matthew Stead Sachetta, LLC | 58,179 | $3.55M | $4.4M | $843,556.42 | 23.74% |
Ellwood Derricks Partnership Wealth Management, LLC | 163,831 | $9.88M | $12.39M | $2.51M | 25.42% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,358 | $361,813 | $406,465.38 | $44,652.38 | 12.34% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 94,220 | $5.78M | $7.14M | $1.36M | 23.52% |
Adam Colby Wealth Group Ltd | 39,084 | $2.14M | $2.95M | $810,756.92 | 37.81% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,316 | $266,158.77 | $327,109.64 | $60,950.87 | 22.9% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,669 | $722,845.51 | $1.04M | $312,512.89 | 43.23% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 229,030 | $13.29M | $17.36M | $4.07M | 30.6% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 125,283 | $7.59M | $9.52M | $1.93M | 25.46% |
Michael Herman Apollon Financial, LLC | 235,200 | $14.69M | $17.83M | $3.13M | 21.31% |
Kelly Richert Clayton Financial Group LLC | 4,093 | $267,753.19 | $310,208.47 | $42,455.28 | 15.86% |
Jay David Franklin Clarity Capital Advisors, LLC | 12,677 | $721,150.79 | $961,487.06 | $240,336.27 | 33.33% |
David McNeely Darden Wealth Group Inc | 28,229 | $1.57M | $2.14M | $567,106.12 | 36.07% |
Christopher Griffith Stablepoint Partners, LLC | 3,341 | $208,310.7 | $253,214.39 | $44,903.69 | 21.56% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 735 | $40,741.05 | $55,672.57 | $14,931.52 | 36.65% |
Jonathan Chatfield LM Advisors LLC | 638 | $37,327.59 | $48,354.02 | $11,026.43 | 29.54% |