| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,974 | $630,812.49 | $943,483.68 | $312,671.19 | 49.57% |
Alan Gilmore Private Wealth Management Group, LLC | 3,948 | $427,900.56 | $467,127.36 | $39,226.8 | 9.17% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,360 | $402,651.92 | $515,875.2 | $113,223.28 | 28.12% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 10,372 | $798,992.03 | $1.23M | $428,223.01 | 53.6% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.16M | $104.82M | $144.56M | $39.75M | 37.92% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,796 | $191,453.6 | $223,817.52 | $32,363.92 | 16.9% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 48 | $5,679.98 | $6,013.92 | $333.94 | 5.88% |
Jennifer Lutz Trademark Financial Management, LLC | 20,345 | $1.73M | $2.41M | $680,088.56 | 39.38% |
Robert R Schulz Schulz Wealth, LTD. | 4,404 | $470,956.55 | $536,539.32 | $65,582.77 | 13.93% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,330 | $105,536.62 | $157,365.6 | $51,828.98 | 49.11% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 4,816 | $365,014.27 | $569,829.12 | $204,814.85 | 56.11% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,508 | $621,979.44 | $690,097.32 | $68,117.88 | 10.95% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 42,269 | $3.25M | $5.25M | $2M | 61.5% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3.66M | $282.12M | $454.42M | $172.3M | 61.07% |
Tammy Trenta FF Advisors,LLC | 2,184 | $231,820.68 | $258,410.88 | $26,590.2 | 11.47% |
Seth Hodes Able Wealth Management LLC | 16,202 | $1.4M | $1.92M | $519,413.81 | 37.16% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 438,767 | $39.61M | $51.91M | $12.3M | 31.05% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,888 | $304,635.08 | $460,028.16 | $155,393.08 | 51.01% |
Angela Pompian Sunpointe, LLC | 7,374 | $599,054.43 | $872,491.68 | $273,437.25 | 45.64% |
Todd A. Rustman Clarity Capital Partners LLC | 3,544 | $268,606.85 | $419,326.08 | $150,719.23 | 56.11% |