| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 809 | $197,671 | $207,387.16 | $9,716.16 | 4.92% |
Adam Colby Wealth Group Ltd | 1,355 | $222,729.21 | $347,354.26 | $124,625.05 | 55.95% |
Neil Greenspan Fielder Capital Group LLC | 2,638 | $455,416.59 | $672,505.31 | $217,088.72 | 47.67% |
Scott Noble Boomfish Wealth Group, LLC | 9,791 | $1.51M | $2.51M | $998,061.57 | 66.02% |
Chandler te Velde Maia Wealth LLC | 16,733 | $2.99M | $4.29M | $1.3M | 43.29% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,126 | $3.04M | $3.88M | $840,991.83 | 27.7% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 26,353 | $4.45M | $6.76M | $2.31M | 51.81% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 3,052 | $458,025.92 | $782,380.23 | $324,354.31 | 70.82% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 1,282 | $238,534.72 | $328,640.71 | $90,105.99 | 37.77% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1,058 | $258,617.64 | $271,218.31 | $12,600.67 | 4.87% |
Nicholas Holmes Objectivity Squared, LLC | 2,539 | $400,683.96 | $658,185 | $257,501.04 | 64.27% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,045 | $525,225.54 | $780,585.78 | $255,360.24 | 48.62% |
Christian Scharosch 1248 Management, LLC | 346 | $56,578.33 | $88,697.1 | $32,118.77 | 56.77% |
Sharon Allen Sterling Wealth Management, Inc. | 6,208 | $996,484.24 | $1.59M | $594,936.62 | 59.7% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 18,773 | $3.48M | $4.81M | $1.33M | 38.25% |
Amy Taylor Pingora Partners LLC | 4,979 | $781,133.07 | $1.28M | $495,233.63 | 63.4% |
Michael Herman Apollon Financial, LLC | 4,628 | $847,675.16 | $1.19M | $338,712.69 | 39.96% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,795 | $321,739.51 | $460,148.27 | $138,408.76 | 43.02% |
Chris Chatto Encompass More Asset Management | 2,525 | $455,529.64 | $647,283.78 | $191,754.14 | 42.09% |
David McNeely Darden Wealth Group Inc | 2,588 | $439,984.97 | $659,758.81 | $219,773.84 | 49.95% |