| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 18,773 | $3.48M | $4.77M | $1.29M | 36.94% |
Amy Taylor Pingora Partners LLC | 4,979 | $781,133.07 | $1.24M | $456,696.12 | 58.47% |
Michael Herman Apollon Financial, LLC | 4,628 | $847,675.16 | $1.18M | $327,420.32 | 38.63% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,855 | $337,624.05 | $471,383.32 | $133,759.27 | 39.62% |
Chris Chatto Encompass More Asset Management | 2,525 | $455,529.64 | $641,122.75 | $185,593.11 | 40.74% |
David McNeely Darden Wealth Group Inc | 2,588 | $439,984.97 | $657,119.08 | $217,134.11 | 49.35% |
| MB Matthieu Balmer Climber Capital SA | 915 | $136,154.74 | $234,230.85 | $98,076.11 | 72.03% |
Christopher Griffith Stablepoint Partners, LLC | 29,950 | $4.71M | $7.6M | $2.9M | 61.52% |
Amber Baker NDVR, Inc. | 1,237 | $255,997 | $313,307.36 | $57,310.36 | 22.39% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 4,657 | $726,011.07 | $1.18M | $456,447.8 | 62.87% |
Adam Hill Bey-Douglas LLC | 9,845 | $2.22M | $2.53M | $313,732.55 | 14.14% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 150 | $23,715.79 | $38,086.5 | $14,370.71 | 60.6% |
Jonathan Chatfield LM Advisors LLC | 9,022 | $2.13M | $2.24M | $109,910.95 | 5.15% |
Jennifer Milam Mustard Seed Financial, LLC | 1,019 | $164,798.11 | $257,511.49 | $92,713.38 | 56.26% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,361 | $1.37M | $1.87M | $496,547.39 | 36.18% |
Alan Gilmore Private Wealth Management Group, LLC | 10,022 | $1.55M | $2.54M | $992,004.32 | 64.15% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 4,906 | $827,475.5 | $1.25M | $421,420.39 | 50.93% |
David Novak Novak & Powell Financial Services, Inc. | 10,273 | $1.69M | $2.55M | $864,493.48 | 51.17% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 540 | $100,500.23 | $134,249.4 | $33,749.17 | 33.58% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 5,922 | $950,393.99 | $1.5M | $554,030.89 | 58.29% |