| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Smith Access Investment Management LLC | 55 | $40,303 | $53,711.35 | $13,408.35 | 33.27% |
Matthew Stead Sachetta, LLC | 49 | $30,145.4 | $48,552.38 | $18,406.98 | 61.06% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 21 | $18,173 | $20,971.44 | $2,798.44 | 15.4% |
Neil Greenspan Fielder Capital Group LLC | 488 | $248,674.73 | $476,566.16 | $227,891.43 | 91.64% |
Chandler te Velde Maia Wealth LLC | 316 | $186,221.46 | $308,596.12 | $122,374.66 | 65.71% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 597 | $494,680.08 | $583,012.3 | $88,332.22 | 17.86% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 707 | $541,731.98 | $702,086.35 | $160,354.37 | 29.6% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 4,281 | $2M | $4.18M | $2.18M | 109.28% |
Christian Scharosch 1248 Management, LLC | 128 | $88,174.48 | $125,000.96 | $36,826.48 | 41.77% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,427 | $4.85M | $6.28M | $1.42M | 29.3% |
Margaret Nickens Elm3 Financial Group, LLC | 374 | $263,281.28 | $365,237.18 | $101,955.9 | 38.73% |
Christopher Griffith Stablepoint Partners, LLC | 2,255 | $1.08M | $2.2M | $1.12M | 103.37% |
Amber Baker NDVR, Inc. | 468 | $223,359.87 | $457,034.76 | $233,674.89 | 104.62% |
Adam Hill Bey-Douglas LLC | 5,776 | $3.36M | $5.76M | $2.4M | 71.45% |
Jonathan Chatfield LM Advisors LLC | 541 | $400,879.01 | $528,324.38 | $127,445.37 | 31.79% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 350 | $302,546.8 | $341,799.5 | $39,252.7 | 12.97% |
Alan Gilmore Private Wealth Management Group, LLC | 115 | $54,591.93 | $114,843.6 | $60,251.67 | 110.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 24,352 | $11.83M | $24.32M | $12.49M | 105.64% |
Angela Mari Abich Financial Wealth Management LLC | 179 | $138,303 | $174,806.03 | $36,503.03 | 26.39% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 388 | $299,746 | $386,558.58 | $86,812.58 | 28.96% |