| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 30,295 | $1.88M | $2.39M | $516,459.83 | 27.53% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 2,422 | $194,438.16 | $192,888.08 | -$1,550.08 | -0.8% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,667 | $166,133.25 | $212,773.26 | $46,640.01 | 28.07% |
Christian Scharosch 1248 Management, LLC | 3,196 | $222,311.16 | $255,807.84 | $33,496.68 | 15.07% |
James Morris FMA Wealth Management, LLC | 7,444 | $452,133.39 | $593,956.76 | $141,823.37 | 31.37% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 31,767 | $2.4M | $2.53M | $133,739.3 | 5.58% |
Amy Taylor Pingora Partners LLC | 2,500 | $152,880.27 | $199,525 | $46,644.73 | 30.51% |
Michael Herman Apollon Financial, LLC | 3,799 | $308,501.35 | $303,749.04 | -$4,752.31 | -1.54% |
David McNeely Darden Wealth Group Inc | 8,108 | $612,072.48 | $650,058.9 | $37,986.42 | 6.21% |
Christopher Griffith Stablepoint Partners, LLC | 130,434 | $8.21M | $10.41M | $2.2M | 26.84% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,600 | $97,567.63 | $127,744 | $30,176.37 | 30.93% |
Jonathan Chatfield LM Advisors LLC | 15,589 | $1.35M | $1.24M | -$103,159.8 | -7.65% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 5,052 | $381,831.13 | $403,275.9 | $21,444.77 | 5.62% |
Alan Gilmore Private Wealth Management Group, LLC | 442 | $28,374.11 | $34,900.32 | $6,526.21 | 23% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 8,010 | $560,497 | $631,668.6 | $71,171.6 | 12.7% |
David Novak Novak & Powell Financial Services, Inc. | 5,658 | $343,667.12 | $451,168.92 | $107,501.8 | 31.28% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 723 | $54,579.04 | $57,688.17 | $3,109.13 | 5.7% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,784 | $211,586.24 | $219,671.52 | $8,085.28 | 3.82% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 286,279 | $18.78M | $22.6M | $3.82M | 20.35% |
Angela Mari Abich Financial Wealth Management LLC | 22 | $1,661 | $1,754.72 | $93.72 | 5.64% |