| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Noble Boomfish Wealth Group, LLC | 3,073 | $104,419.99 | $614,845.84 | $510,425.85 | 488.82% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 21,291 | $3.98M | $4.28M | $296,459.27 | 7.44% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 17,708 | $3.11M | $3.48M | $364,780.93 | 11.73% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 800 | $97,777.08 | $160,776 | $62,998.92 | 64.43% |
Christian Scharosch 1248 Management, LLC | 1,758 | $229,061.14 | $353,305.26 | $124,244.12 | 54.24% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 14,635 | $2.64M | $2.94M | $298,574.81 | 11.3% |
Amy Taylor Pingora Partners LLC | 250 | $4,293 | $52,167.5 | $47,874.5 | 1,115.18% |
Kelly Richert Clayton Financial Group LLC | 25 | $4,677 | $5,113.87 | $436.87 | 9.34% |
David McNeely Darden Wealth Group Inc | 2,128 | $379,706.89 | $427,664.16 | $47,957.27 | 12.63% |
Christopher Griffith Stablepoint Partners, LLC | 9,781 | $302,736.4 | $1.97M | $1.66M | 549.31% |
Jonathan Chatfield LM Advisors LLC | 42,778 | $5.12M | $8.6M | $3.47M | 67.8% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,286 | $2.11M | $3.07M | $965,523.83 | 45.84% |
Alan Gilmore Private Wealth Management Group, LLC | 55,741 | $980,375.91 | $11.18M | $10.2M | 1,039.98% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 557 | $91,731.53 | $111,940.29 | $20,208.76 | 22.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 165,892 | $13.84M | $33.26M | $19.42M | 140.25% |
Angela Mari Abich Financial Wealth Management LLC | 2,706 | $430,598.69 | $543,824.82 | $113,226.13 | 26.3% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,810 | $264,766.8 | $362,410.69 | $97,643.89 | 36.88% |
Dennis R. Plyler FCG Investment Co | 1,325 | $247,841 | $265,662.5 | $17,821.5 | 7.19% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 6,389 | $963,390.98 | $1.28M | $320,606.35 | 33.28% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 8,377 | $1.14M | $1.68M | $536,044.5 | 46.94% |