| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 5,590 | $552,095.64 | $931,294 | $379,198.36 | 68.68% |
Matthew Stead Sachetta, LLC | 700 | $79,211.15 | $115,780 | $36,568.85 | 46.17% |
Nicole Davis Northwest Financial Advisors | 1,722 | $278,815 | $284,904.9 | $6,089.9 | 2.18% |
Ellwood Derricks Partnership Wealth Management, LLC | 2,000 | $182,810 | $331,100 | $148,290 | 81.12% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 105 | $15,330.83 | $17,359.65 | $2,028.82 | 13.23% |
Adam Colby Wealth Group Ltd | 9,403 | $1.35M | $1.55M | $197,366.39 | 14.59% |
Chandler te Velde Maia Wealth LLC | 17,015 | $2.63M | $2.8M | $166,408.49 | 6.33% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,023 | $317,123.22 | $331,954.07 | $14,830.85 | 4.68% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 55,470 | $8.75M | $9.09M | $338,523.18 | 3.87% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 170 | $17,157.2 | $27,878.3 | $10,721.1 | 62.49% |
Sharon Allen Sterling Wealth Management, Inc. | 1,748 | $239,028.1 | $288,996.84 | $49,968.74 | 20.9% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,702 | $265,408.57 | $279,247.14 | $13,838.57 | 5.21% |
Amy Taylor Pingora Partners LLC | 1,100 | $100,545.5 | $183,925.5 | $83,380 | 82.93% |
Kelly Richert Clayton Financial Group LLC | 590 | $96,849 | $97,291 | $442 | 0.46% |
Alan Gilmore Private Wealth Management Group, LLC | 203 | $28,539.3 | $33,561.99 | $5,022.69 | 17.6% |
David P. Cushing nVerses Capital, LLC | 1,283 | $207,730 | $211,117.65 | $3,387.65 | 1.63% |
David Novak Novak & Powell Financial Services, Inc. | 4,499 | $425,238.84 | $749,533.4 | $324,294.56 | 76.26% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 136 | $21,084.83 | $22,479.44 | $1,394.61 | 6.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 71,863 | $7.04M | $11.88M | $4.84M | 68.84% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,266 | $518,167.7 | $537,975.52 | $19,807.82 | 3.82% |