| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 206 | $9,806.84 | $11,727.58 | $1,920.74 | 19.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,816 | $230,496.69 | $274,174.88 | $43,678.19 | 18.95% |
Nicole Davis Northwest Financial Advisors | 31,658 | $1.51M | $1.8M | $289,886.15 | 19.17% |
Adam Colby Wealth Group Ltd | 51,386 | $2.44M | $2.93M | $487,807.3 | 20.01% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 7,462 | $385,663.38 | $424,811.66 | $39,148.28 | 10.15% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,524 | $527,606.07 | $712,991.32 | $185,385.25 | 35.14% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 16,848 | $801,964.8 | $959,156.64 | $157,191.84 | 19.6% |
Michael Herman Apollon Financial, LLC | 88,446 | $4.21M | $5.04M | $825,201.18 | 19.6% |
Kelly Richert Clayton Financial Group LLC | 1,230 | $63,389.28 | $70,023.9 | $6,634.62 | 10.47% |
Christopher Griffith Stablepoint Partners, LLC | 5,388 | $258,962.12 | $306,738.84 | $47,776.72 | 18.45% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,010 | $424,562.04 | $456,009.3 | $31,447.26 | 7.41% |
Alan Gilmore Private Wealth Management Group, LLC | 300 | $15,902.1 | $17,079 | $1,176.9 | 7.4% |
David Novak Novak & Powell Financial Services, Inc. | 6,728 | $328,357.37 | $383,025.04 | $54,667.67 | 16.65% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 47,440 | $2.51M | $2.7M | $192,523.34 | 7.68% |
| FTM F. Thomas Mosley Mosley Wealth Management | 72 | $3,711.02 | $4,098.96 | $387.94 | 10.45% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 6,868 | $341,854.7 | $390,995.24 | $49,140.54 | 14.37% |
Nicholas Jeffries M3 Advisory Group, LLC | 13,604 | $667,256.09 | $774,475.72 | $107,219.63 | 16.07% |
Jessica Vickery BlueChip Wealth Advisors LLC | 15,970 | $760,358.06 | $909,172.1 | $148,814.04 | 19.57% |
Michael Bailey MGB Wealth Management, LLC | 36,938 | $1.76M | $2.1M | $344,449.75 | 19.59% |
David Quinn Pine Harbor Wealth Management, LLC | 11,406 | $543,965.08 | $649,343.58 | $105,378.5 | 19.37% |