| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 5,595 | $252,923.69 | $512,725.8 | $259,802.11 | 102.72% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 2,801 | $380,782.22 | $270,758.66 | -$110,023.56 | -28.89% |
Chris Chatto Encompass More Asset Management | 5,459 | $220,079.1 | $490,491.15 | $270,412.05 | 122.87% |
David McNeely Darden Wealth Group Inc | 1,480 | $206,652 | $136,663.2 | -$69,988.8 | -33.87% |
Christopher Griffith Stablepoint Partners, LLC | 4,203 | $586,865 | $384,826.68 | -$202,038.32 | -34.43% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,640 | $229,055 | $152,134.6 | -$76,920.4 | -33.58% |
Jonathan Chatfield LM Advisors LLC | 2,964 | $413,000 | $272,213.76 | -$140,786.24 | -34.09% |
Jennifer Milam Mustard Seed Financial, LLC | 5,310 | $234,331 | $503,228.7 | $268,897.7 | 114.75% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,966 | $747,741.01 | $818,954.44 | $71,213.43 | 9.52% |
Alan Gilmore Private Wealth Management Group, LLC | 1,513 | $55,984.42 | $144,294.81 | $88,310.39 | 157.74% |
David Novak Novak & Powell Financial Services, Inc. | 5,969 | $200,264.21 | $557,355.37 | $357,091.16 | 178.31% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 491,418 | $26.91M | $46.87M | $19.95M | 74.14% |
Lance Johnson ROI Financial Advisors, LLC | 37,718 | $3.55M | $3.55M | -$1,595.59 | -0.04% |
Angela Mari Abich Financial Wealth Management LLC | 511 | $17,370.27 | $46,506.11 | $29,135.84 | 167.73% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,066 | $207,165.34 | $485,170.82 | $278,005.48 | 134.19% |
Anne Wright Lummis Asset Management, LP | 11 | $1,536 | $1,009.85 | -$526.15 | -34.25% |
Dennis R. Plyler FCG Investment Co | 8,142 | $978,913 | $776,136.15 | -$202,776.85 | -20.71% |
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 1,530 | $213,634 | $137,700 | -$75,934 | -35.54% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,170 | $303,035 | $202,623.75 | -$100,411.25 | -33.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,327 | $113,186.51 | $119,230.95 | $6,044.44 | 5.34% |