| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 33,031 | $2.49M | $2.94M | $450,480.86 | 18.07% |
Amy Taylor Pingora Partners LLC | 2,500 | $152,880.27 | $222,387.5 | $69,507.23 | 45.47% |
Michael Herman Apollon Financial, LLC | 3,531 | $284,980.06 | $314,470.86 | $29,490.8 | 10.35% |
Kelly Richert Clayton Financial Group LLC | 128 | $9,874.37 | $11,399.68 | $1,525.31 | 15.45% |
David McNeely Darden Wealth Group Inc | 8,316 | $627,774.39 | $740,622.96 | $112,848.57 | 17.98% |
Christopher Griffith Stablepoint Partners, LLC | 130,434 | $8.21M | $11.62M | $3.41M | 41.51% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,600 | $97,567.63 | $142,568 | $45,000.37 | 46.12% |
Jonathan Chatfield LM Advisors LLC | 1,454 | $105,566.68 | $129,493.24 | $23,926.56 | 22.66% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 4,737 | $354,182.34 | $421,877.22 | $67,694.88 | 19.11% |
Alan Gilmore Private Wealth Management Group, LLC | 441 | $28,286.44 | $39,295.3 | $11,008.86 | 38.92% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 8,016 | $560,861.41 | $713,904.96 | $153,043.55 | 27.29% |
David Novak Novak & Powell Financial Services, Inc. | 5,670 | $344,396 | $504,970.2 | $160,574.2 | 46.62% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 723 | $54,579.04 | $64,383.15 | $9,804.11 | 17.96% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,670 | $201,578.85 | $237,790.2 | $36,211.35 | 17.96% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 283,321 | $18.52M | $25.24M | $6.71M | 36.25% |
Angela Mari Abich Financial Wealth Management LLC | 22 | $1,661 | $1,959.1 | $298.1 | 17.95% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 4,019 | $296,500.32 | $357,932.14 | $61,431.82 | 20.72% |
Anne Wright Lummis Asset Management, LP | 61 | $3,705 | $5,432.05 | $1,727.05 | 46.61% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 20,202 | $1.41M | $1.8M | $390,405.55 | 27.72% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 6,238 | $386,482.4 | $555,556.28 | $169,073.88 | 43.75% |