| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 10,959 | $582,682.19 | $623,841.07 | $41,158.88 | 7.06% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,485 | $525,755.24 | $710,583.77 | $184,828.53 | 35.15% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 16,848 | $801,964.8 | $958,230 | $156,265.2 | 19.49% |
Michael Herman Apollon Financial, LLC | 86,426 | $4.11M | $4.93M | $813,700.79 | 19.78% |
Kelly Richert Clayton Financial Group LLC | 1,230 | $66,543 | $70,140.75 | $3,597.75 | 5.41% |
Christopher Griffith Stablepoint Partners, LLC | 5,388 | $258,962.12 | $307,250.7 | $48,288.58 | 18.65% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 11,153 | $601,071.94 | $635,665.23 | $34,593.29 | 5.76% |
David Novak Novak & Powell Financial Services, Inc. | 7,801 | $388,616.48 | $446,178.19 | $57,561.71 | 14.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 65,720 | $3.53M | $3.74M | $202,006.38 | 5.71% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 4,644 | $231,155.1 | $264,104.28 | $32,949.18 | 14.25% |
Nicholas Jeffries M3 Advisory Group, LLC | 14,233 | $702,580.98 | $815,693.23 | $113,112.25 | 16.1% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 3,768 | $211,628 | $214,154.28 | $2,526.28 | 1.19% |
Jessica Vickery BlueChip Wealth Advisors LLC | 15,536 | $739,698.36 | $888,503.84 | $148,805.48 | 20.12% |
Michael Bailey MGB Wealth Management, LLC | 36,938 | $1.76M | $2.11M | $347,404.79 | 19.76% |
David Quinn Pine Harbor Wealth Management, LLC | 11,455 | $546,716.94 | $650,930.37 | $104,213.43 | 19.06% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 40,733 | $2.17M | $2.34M | $161,779.58 | 7.44% |
David Maxey Heritage Family Offices, LLP | 6,608 | $317,613.52 | $377,415.92 | $59,802.4 | 18.83% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,361 | $72,134.36 | $77,400.07 | $5,265.71 | 7.3% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 49,403 | $2.42M | $2.81M | $391,556.28 | 16.16% |
Janice M. Powell Diversify Advisory Services, LLC | 6,107 | $350,989 | $346,908.13 | -$4,080.87 | -1.16% |