| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ellwood Derricks Partnership Wealth Management, LLC | 15,708 | $1.33M | $1.5M | $162,389.2 | 12.17% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 98 | $8,508.6 | $9,354.1 | $845.5 | 9.94% |
Neil Greenspan Fielder Capital Group LLC | 2,605 | $203,811 | $245,469.15 | $41,658.15 | 20.44% |
Chandler te Velde Maia Wealth LLC | 4,225 | $380,817.88 | $398,121.75 | $17,303.87 | 4.54% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,835 | $325,234.05 | $361,372.05 | $36,138 | 11.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 34,235 | $3.68M | $3.28M | -$403,149.49 | -10.96% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 3,469 | $302,466.98 | $326,883.87 | $24,416.89 | 8.07% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 628 | $51,735 | $59,176.44 | $7,441.44 | 14.38% |
Christian Scharosch 1248 Management, LLC | 94 | $8,512.48 | $8,857.62 | $345.14 | 4.05% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 34,679 | $3.23M | $3.27M | $33,979.32 | 1.05% |
Amy Taylor Pingora Partners LLC | 9,000 | $779,623 | $837,090.02 | $57,467.02 | 7.37% |
Chris Chatto Encompass More Asset Management | 8,516 | $666,207 | $792,073.18 | $125,866.18 | 18.89% |
Christopher Griffith Stablepoint Partners, LLC | 74,189 | $6.17M | $6.9M | $731,443.3 | 11.86% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 4,607 | $403,195.55 | $434,117.61 | $30,922.06 | 7.67% |
Adam Hill Bey-Douglas LLC | 3,704 | $332,745.2 | $353,917.2 | $21,172 | 6.36% |
Alan Gilmore Private Wealth Management Group, LLC | 150 | $12,237.65 | $14,317.5 | $2,079.85 | 17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 151,553 | $13.03M | $14.47M | $1.43M | 10.98% |
Anne Wright Lummis Asset Management, LP | 253 | $24,125.29 | $23,531.53 | -$593.76 | -2.46% |
Alana Parm MORTON COMMUNITY BANK | 43,207 | $3.61M | $4.12M | $513,587.5 | 14.22% |
| FTM F. Thomas Mosley Mosley Wealth Management | 5 | $433.25 | $478.02 | $44.77 | 10.33% |