| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MB Matthieu Balmer Climber Capital SA | 915 | $136,154.74 | $234,560.26 | $98,405.52 | 72.27% |
Christopher Griffith Stablepoint Partners, LLC | 29,950 | $4.71M | $7.68M | $2.97M | 63.07% |
Amber Baker NDVR, Inc. | 1,237 | $255,997 | $317,104.96 | $61,107.96 | 23.87% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 4,657 | $726,011.07 | $1.19M | $467,810.93 | 64.44% |
Adam Hill Bey-Douglas LLC | 9,845 | $2.22M | $2.52M | $304,552.19 | 13.72% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 150 | $23,715.79 | $38,452.5 | $14,736.71 | 62.14% |
Jonathan Chatfield LM Advisors LLC | 2,205 | $401,974.76 | $565,251.77 | $163,277.01 | 40.62% |
Jennifer Milam Mustard Seed Financial, LLC | 1,019 | $164,798.11 | $259,773.66 | $94,975.55 | 57.63% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,361 | $1.37M | $1.89M | $514,508.3 | 37.49% |
Alan Gilmore Private Wealth Management Group, LLC | 10,022 | $1.55M | $2.57M | $1.02M | 66.14% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 4,906 | $827,475.5 | $1.26M | $430,177.65 | 51.99% |
David Novak Novak & Powell Financial Services, Inc. | 10,326 | $1.7M | $2.65M | $949,280.25 | 55.91% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 538 | $99,991.83 | $137,916.31 | $37,924.48 | 37.93% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 5,922 | $950,393.99 | $1.51M | $559,301.41 | 58.85% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 391,963 | $63.68M | $100.48M | $36.8M | 57.79% |
Angela Mari Abich Financial Wealth Management LLC | 141 | $20,610.53 | $36,145.35 | $15,534.82 | 75.37% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,822 | $469,737.75 | $731,547.09 | $261,809.34 | 55.74% |
Anne Wright Lummis Asset Management, LP | 12,873 | $2.05M | $3.3M | $1.25M | 61.21% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 6,913 | $1.11M | $1.77M | $660,475.7 | 59.41% |
Dennis R. Plyler FCG Investment Co | 8,748 | $1.5M | $2.24M | $742,994.66 | 49.55% |