| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 123,314 | $3.25M | $3.63M | $387,644.22 | 11.94% |
Matthew Stead Sachetta, LLC | 1,739 | $44,811.74 | $51,552.65 | $6,740.91 | 15.04% |
Ellwood Derricks Partnership Wealth Management, LLC | 29,452 | $847,808.06 | $873,988.1 | $26,180.04 | 3.09% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 11,838 | $314,575.19 | $348,510.72 | $33,935.53 | 10.79% |
Chandler te Velde Maia Wealth LLC | 9,855 | $272,412.69 | $291,067.42 | $18,654.73 | 6.85% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 14,500 | $408,345.72 | $427,895 | $19,549.28 | 4.79% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 47,710 | $1.85M | $1.41M | -$442,449.53 | -23.89% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 692 | $18,894.52 | $20,424.38 | $1,529.86 | 8.1% |
Sharon Allen Sterling Wealth Management, Inc. | 14,087 | $339,215 | $414,580.41 | $75,365.41 | 22.22% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,942 | $355,242.22 | $411,149.58 | $55,907.36 | 15.74% |
Amy Taylor Pingora Partners LLC | 89,510 | $2.52M | $2.65M | $127,275.18 | 5.06% |
Kelly Richert Clayton Financial Group LLC | 146 | $4,153 | $4,314.3 | $161.3 | 3.88% |
Christopher Griffith Stablepoint Partners, LLC | 201,036 | $5.53M | $5.94M | $409,187.26 | 7.39% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 100 | $2,775.02 | $2,953 | $177.98 | 6.41% |
Jonathan Chatfield LM Advisors LLC | 30,568 | $739,406.31 | $903,437.24 | $164,030.93 | 22.18% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,030 | $377,854.71 | $444,361.95 | $66,507.24 | 17.6% |
Alan Gilmore Private Wealth Management Group, LLC | 3,822 | $98,000.68 | $112,519.68 | $14,519 | 14.82% |
David Novak Novak & Powell Financial Services, Inc. | 12,394 | $355,973.82 | $365,313.15 | $9,339.33 | 2.62% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 526 | $13,402.81 | $15,569.6 | $2,166.79 | 16.17% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 652,887 | $17.35M | $19.22M | $1.87M | 10.79% |