| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,643 | $519,883.28 | $665,560.29 | $145,677.01 | 28.02% |
Michael Herman Apollon Financial, LLC | 5,669 | $1.02M | $1.43M | $411,902.47 | 40.55% |
Kelly Richert Clayton Financial Group LLC | 1,128 | $237,256.83 | $284,052.97 | $46,796.14 | 19.72% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,090 | $225,486.59 | $274,483.81 | $48,997.22 | 21.73% |
Christopher Griffith Stablepoint Partners, LLC | 3,233 | $660,764.53 | $814,134.09 | $153,369.56 | 23.21% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,187 | $223,346 | $298,910.35 | $75,564.35 | 33.83% |
Jonathan Chatfield LM Advisors LLC | 2,941 | $679,178.3 | $758,101.57 | $78,923.27 | 11.62% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 3,775 | $653,095.79 | $973,081.75 | $319,985.96 | 49% |
Alan Gilmore Private Wealth Management Group, LLC | 788 | $165,748.29 | $198,434.17 | $32,685.88 | 19.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 480,631 | $84.86M | $123.89M | $39.03M | 46% |
Angela Mari Abich Financial Wealth Management LLC | 1,995 | $404,742.16 | $502,380.92 | $97,638.76 | 24.12% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 4,632 | $765,689.98 | $1.2M | $432,006.31 | 56.42% |
| FTM F. Thomas Mosley Mosley Wealth Management | 43 | $10,424 | $10,828.26 | $404.26 | 3.88% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,001 | $165,360.91 | $252,071.83 | $86,710.92 | 52.44% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,794 | $592,071.7 | $722,444.61 | $130,372.91 | 22.02% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 9,581 | $1.64M | $2.47M | $838,976.38 | 51.29% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1.72M | $286.57M | $443.18M | $156.61M | 54.65% |
Brian Distler Lakeridge Wealth Management LLC | 1,301 | $227,392.18 | $327,617.83 | $100,225.65 | 44.08% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,423 | $235,150.94 | $358,339.87 | $123,188.93 | 52.39% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 147,043 | $27.64M | $37.03M | $9.39M | 33.97% |