| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,395 | $4.39M | $5.23M | $845,060.12 | 19.27% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 375 | $272,413.75 | $208,766.26 | -$63,647.49 | -23.36% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 679 | $387,450.83 | $406,802.48 | $19,351.65 | 4.99% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1,518 | $797,362.73 | $845,085.81 | $47,723.08 | 5.99% |
Szymon Ozog Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 33,877 | $22.81M | $20.05M | -$2.77M | -12.12% |
Nicholas Holmes Objectivity Squared, LLC | 634 | $464,248.01 | $375,210.71 | -$89,037.3 | -19.18% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 5,411 | $2.07M | $3.01M | $944,952.99 | 45.71% |
Christian Scharosch 1248 Management, LLC | 2,567 | $1.65M | $1.53M | -$123,108.66 | -7.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 49,735 | $31.28M | $27.69M | -$3.59M | -11.49% |
Amy Taylor Pingora Partners LLC | 3,645 | $1.41M | $2.15M | $742,676.86 | 52.77% |
Michael Herman Apollon Financial, LLC | 3,011 | $1.7M | $1.68M | -$27,277.93 | -1.6% |
Margaret Nickens Elm3 Financial Group, LLC | 924 | $564,835.94 | $514,400.06 | -$50,435.88 | -8.93% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,401 | $695,711.7 | $779,950.74 | $84,239.04 | 12.11% |
Chris Chatto Encompass More Asset Management | 716 | $468,012.25 | $398,604.37 | -$69,407.88 | -14.83% |
David McNeely Darden Wealth Group Inc | 1,195 | $871,868.66 | $709,913.65 | -$161,955.01 | -18.58% |
Christopher Griffith Stablepoint Partners, LLC | 9,612 | $3.84M | $5.35M | $1.51M | 39.44% |
Amber Baker NDVR, Inc. | 1,462 | $625,072.59 | $813,910.05 | $188,837.46 | 30.21% |
| TSM Two Star Manager LLC Two Star Manager LLC | 77,819 | $44.26M | $45.9M | $1.64M | 3.71% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 444 | $327,019.88 | $247,179.25 | -$79,840.63 | -24.41% |
Adam Hill Bey-Douglas LLC | 6,029 | $4.06M | $3.36M | -$703,448.49 | -17.33% |