| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,616 | $54,179 | $52,196.8 | -$1,982.2 | -3.66% |
Neil Greenspan Fielder Capital Group LLC | 9,765 | $272,406.23 | $315,409.5 | $43,003.27 | 15.79% |
Chandler te Velde Maia Wealth LLC | 9,630 | $264,728.7 | $311,049 | $46,320.3 | 17.5% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 20,019 | $671,235 | $646,613.7 | -$24,621.3 | -3.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,461 | $246,944.58 | $434,790.3 | $187,845.72 | 76.07% |
Christian Scharosch 1248 Management, LLC | 2,495 | $71,636.2 | $80,588.5 | $8,952.3 | 12.5% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 35,863 | $717,164.66 | $1.16M | $441,210.24 | 61.52% |
Amy Taylor Pingora Partners LLC | 53,250 | $939,330 | $1.72M | $780,645 | 83.11% |
Christopher Griffith Stablepoint Partners, LLC | 215,632 | $4.31M | $6.96M | $2.65M | 61.46% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 6,267 | $210,133 | $202,424.1 | -$7,708.9 | -3.67% |
Alan Gilmore Private Wealth Management Group, LLC | 1,209 | $29,367.4 | $39,050.7 | $9,683.3 | 32.97% |
David P. Cushing nVerses Capital, LLC | 17,771 | $595,861 | $574,003.3 | -$21,857.7 | -3.67% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 228,201 | $4.71M | $7.37M | $2.66M | 56.37% |
Anne Wright Lummis Asset Management, LP | 1,500 | $42,795 | $48,450 | $5,655 | 13.21% |
| FTM F. Thomas Mosley Mosley Wealth Management | 31,492 | $780,996.65 | $1.02M | $236,194.95 | 30.24% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 13,975 | $417,966.05 | $451,392.5 | $33,426.45 | 8% |
Kevin Kuhn Kuhn & Co Investment Counsel | 9,266 | $272,462.3 | $299,291.8 | $26,829.5 | 9.85% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 300 | $8,101.72 | $9,690 | $1,588.28 | 19.6% |
Corey Saft Sivia Capital Partners, LLC | 27,826 | $769,326.13 | $898,779.8 | $129,453.67 | 16.83% |
D. Garet Strange Hobbs Group Advisors, LLC | 35,928 | $871,968.58 | $1.16M | $288,505.82 | 33.09% |