| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Chatto Encompass More Asset Management | 3,732 | $344,827.14 | $267,621.72 | -$77,205.42 | -22.39% |
Christopher Griffith Stablepoint Partners, LLC | 34,517 | $2.06M | $2.48M | $416,481.88 | 20.23% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 29,280 | $2.03M | $2.1M | $74,158.84 | 3.66% |
Jonathan Chatfield LM Advisors LLC | 1,961 | $237,346.22 | $140,623.31 | -$96,722.91 | -40.75% |
Jennifer Milam Mustard Seed Financial, LLC | 2,920 | $145,404.48 | $214,824.4 | $69,419.92 | 47.74% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 3,500 | $419,622 | $250,985 | -$168,637 | -40.19% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 12,273 | $1.2M | $880,096.83 | -$324,031.77 | -26.91% |
Alan Gilmore Private Wealth Management Group, LLC | 982 | $52,227.61 | $70,419.22 | $18,191.61 | 34.83% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,016 | $119,719.73 | $72,857.36 | -$46,862.37 | -39.14% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 892,241 | $49.37M | $63.98M | $14.61M | 29.6% |
Angela Mari Abich Financial Wealth Management LLC | 190 | $15,764.38 | $13,624.9 | -$2,139.48 | -13.57% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,800 | $538,277.61 | $429,896 | -$108,381.61 | -20.13% |
Anne Wright Lummis Asset Management, LP | 340 | $31,705 | $24,381.4 | -$7,323.6 | -23.1% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 90,779 | $4.54M | $6.68M | $2.14M | 47.21% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 16,340 | $1.1M | $1.17M | $69,270.68 | 6.28% |
| FTM F. Thomas Mosley Mosley Wealth Management | 3,306 | $240,095.18 | $237,073.26 | -$3,021.92 | -1.26% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 17,097 | $2.16M | $1.23M | -$932,104.94 | -43.19% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,480 | $308,448.07 | $392,970.8 | $84,522.73 | 27.4% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 31,360 | $3.02M | $2.25M | -$766,438.4 | -25.42% |
Seth Hodes Able Wealth Management LLC | 8,796 | $488,598.51 | $630,761.16 | $142,162.65 | 29.1% |