| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 3,133 | $513,665.72 | $820,438.71 | $306,772.99 | 59.72% |
Alan Gilmore Private Wealth Management Group, LLC | 73 | $9,831.54 | $18,592.37 | $8,760.83 | 89.11% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 4,243 | $717,493.3 | $1.1M | $386,789.88 | 53.91% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 47,020 | $6.39M | $11.98M | $5.58M | 87.28% |
Dennis R. Plyler FCG Investment Co | 8,811 | $1.83M | $2.24M | $413,465.27 | 22.6% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,288 | $309,873.9 | $599,570.4 | $289,696.5 | 93.49% |
| FTM F. Thomas Mosley Mosley Wealth Management | 37 | $6,256.7 | $9,498.27 | $3,241.57 | 51.81% |
Corey Saft Sivia Capital Partners, LLC | 3,212 | $715,473 | $827,234.57 | $111,761.57 | 15.62% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,359 | $221,666 | $345,729.6 | $124,063.6 | 55.97% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 456 | $59,276.92 | $116,138.64 | $56,861.72 | 95.93% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,657 | $459,575.12 | $963,473.22 | $503,898.1 | 109.64% |
Michael Koch Counterweight Ventures, LLC | 14,097 | $2.34M | $3.58M | $1.24M | 52.86% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 9,479 | $1.29M | $2.49M | $1.2M | 93.55% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,171 | $260,840.25 | $301,766.7 | $40,926.45 | 15.69% |
Ashley Meredith Abel Hall, LLC | 1,027 | $228,800 | $260,077.48 | $31,277.48 | 13.67% |
Cornelius T. McDonald III Wealth Group, Ltd. | 6,575 | $1.16M | $1.68M | $515,767.55 | 44.36% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,815 | $811,268.06 | $1.26M | $446,746.99 | 55.07% |
Columbia Bank Columbia Bank | 2,144 | $418,305.24 | $564,858.24 | $146,553 | 35.03% |
Ian Jameson American Capital Advisory, LLC | 116 | $20,282.98 | $29,451.24 | $9,168.26 | 45.2% |
Chris M. Frantz Catalina Capital Group, LLC | 1,244 | $202,969 | $325,990.2 | $123,021.2 | 60.61% |