| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 2,255 | $1.08M | $1.9M | $814,480.85 | 75.22% |
Amber Baker NDVR, Inc. | 468 | $223,359.87 | $393,770.52 | $170,410.65 | 76.29% |
Adam Hill Bey-Douglas LLC | 5,776 | $3.36M | $4.86M | $1.5M | 44.71% |
Jonathan Chatfield LM Advisors LLC | 469 | $346,978.83 | $394,611.91 | $47,633.08 | 13.73% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 347 | $300,280 | $291,962.33 | -$8,317.67 | -2.77% |
Alan Gilmore Private Wealth Management Group, LLC | 115 | $54,591.93 | $96,759.85 | $42,167.92 | 77.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 23,894 | $11.48M | $20.1M | $8.63M | 75.14% |
Angela Mari Abich Financial Wealth Management LLC | 179 | $138,303 | $150,608.81 | $12,305.81 | 8.9% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 388 | $299,746 | $326,459.32 | $26,713.32 | 8.91% |
| FTM F. Thomas Mosley Mosley Wealth Management | 7 | $6,057.52 | $5,889.73 | -$167.79 | -2.77% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 628 | $519,026.03 | $528,392.93 | $9,366.9 | 1.8% |
Corey Saft Sivia Capital Partners, LLC | 926 | $696,187.38 | $779,127.15 | $82,939.77 | 11.91% |
Angela Pompian Sunpointe, LLC | 256 | $221,532 | $215,395.84 | -$6,136.16 | -2.77% |
Kyle Jones Pineridge Advisors LLC | 7 | $4,734.47 | $5,889.73 | $1,155.26 | 24.4% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,011 | $1.65M | $1.69M | $39,245.79 | 2.37% |
Ashley Meredith Abel Hall, LLC | 533 | $448,707.86 | $448,460.88 | -$246.98 | -0.06% |
Nitin Kumbhani Accent Capital Management, LLC | 598 | $517,485.28 | $503,151.23 | -$14,334.05 | -2.77% |
Nicholas Jeffries M3 Advisory Group, LLC | 367 | $250,399.32 | $308,790.13 | $58,390.81 | 23.32% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 5,148 | $2.69M | $4.33M | $1.64M | 60.91% |
Michael Bailey MGB Wealth Management, LLC | 4,316 | $2.39M | $3.63M | $1.24M | 51.83% |