| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 3,291 | $285,344.32 | $232,245.87 | -$53,098.45 | -18.61% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 70,325 | $8.35M | $4.96M | -$3.39M | -40.6% |
Amy Taylor Pingora Partners LLC | 1,500 | $74,838.75 | $105,855 | $31,016.25 | 41.44% |
Michael Herman Apollon Financial, LLC | 3,132 | $395,143.8 | $221,025.24 | -$174,118.56 | -44.06% |
Margaret Nickens Elm3 Financial Group, LLC | 5,972 | $415,532 | $421,444.04 | $5,912.04 | 1.42% |
Kelly Richert Clayton Financial Group LLC | 2,894 | $201,365 | $201,118.53 | -$246.47 | -0.12% |
Chris Chatto Encompass More Asset Management | 3,732 | $344,827.14 | $263,367.24 | -$81,459.9 | -23.62% |
Christopher Griffith Stablepoint Partners, LLC | 34,517 | $2.06M | $2.44M | $377,132.5 | 18.32% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 29,280 | $2.03M | $2.07M | $40,779.64 | 2.01% |
Jonathan Chatfield LM Advisors LLC | 19,242 | $1.48M | $1.36M | -$123,289.49 | -8.32% |
Jennifer Milam Mustard Seed Financial, LLC | 2,920 | $145,404.48 | $212,751.2 | $67,346.72 | 46.32% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 12,273 | $1.2M | $866,105.61 | -$338,022.99 | -28.07% |
Alan Gilmore Private Wealth Management Group, LLC | 982 | $52,227.61 | $71,303.02 | $19,075.41 | 36.52% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,016 | $119,719.73 | $71,699.12 | -$48,020.61 | -40.11% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 810,026 | $45.37M | $58.82M | $13.45M | 29.65% |
Angela Mari Abich Financial Wealth Management LLC | 190 | $15,764.38 | $13,408.3 | -$2,356.08 | -14.95% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 5,800 | $538,277.61 | $422,095 | -$116,182.61 | -21.58% |
Anne Wright Lummis Asset Management, LP | 340 | $31,705 | $23,993.8 | -$7,711.2 | -24.32% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 90,779 | $4.54M | $6.41M | $1.87M | 41.21% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 16,340 | $1.1M | $1.19M | $87,408.08 | 7.93% |