| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Holmes Objectivity Squared, LLC | 634 | $464,248.01 | $465,424.28 | $1,176.27 | 0.25% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 5,411 | $2.07M | $3.85M | $1.78M | 86.22% |
Christian Scharosch 1248 Management, LLC | 2,567 | $1.65M | $1.86M | $208,355.21 | 12.62% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 49,735 | $31.28M | $35.34M | $4.06M | 12.98% |
Amy Taylor Pingora Partners LLC | 3,645 | $1.41M | $2.63M | $1.23M | 87.22% |
Michael Herman Apollon Financial, LLC | 3,011 | $1.7M | $2.17M | $461,618.08 | 27.1% |
Margaret Nickens Elm3 Financial Group, LLC | 872 | $534,387.47 | $631,410.84 | $97,023.37 | 18.16% |
Kelly Richert Clayton Financial Group LLC | 120 | $86,982 | $86,448 | -$534 | -0.61% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,430 | $716,743.45 | $1.06M | $339,983.65 | 47.43% |
Chris Chatto Encompass More Asset Management | 757 | $497,738.11 | $536,959.02 | $39,220.91 | 7.88% |
David McNeely Darden Wealth Group Inc | 1,195 | $871,868.66 | $863,387.5 | -$8,481.16 | -0.97% |
Christopher Griffith Stablepoint Partners, LLC | 9,612 | $3.84M | $6.92M | $3.09M | 80.43% |
Amber Baker NDVR, Inc. | 1,462 | $625,072.59 | $1.08M | $452,012.01 | 72.31% |
| TSM Two Star Manager LLC Two Star Manager LLC | 77,819 | $44.26M | $54.99M | $10.73M | 24.24% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 444 | $327,019.88 | $323,365.2 | -$3,654.68 | -1.12% |
Adam Hill Bey-Douglas LLC | 6,029 | $4.06M | $4.43M | $366,082.12 | 9.02% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 24,714 | $10.13M | $17.71M | $7.58M | 74.78% |
Jonathan Chatfield LM Advisors LLC | 15,715 | $8M | $11.33M | $3.32M | 41.5% |
Michael Kahn Triavera Capital LLC | 23,608 | $13.79M | $16.67M | $2.88M | 20.91% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,895 | $4.9M | $5.65M | $753,422.51 | 15.37% |