| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,487 | $328,656.26 | $725,855.82 | $397,199.56 | 120.86% |
Matthew Stead Sachetta, LLC | 147 | $22,410.49 | $42,640.29 | $20,229.8 | 90.27% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 533 | $97,077.11 | $154,143.6 | $57,066.49 | 58.78% |
Neil Greenspan Fielder Capital Group LLC | 1,496 | $272,507.35 | $437,998.88 | $165,491.53 | 60.73% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,734 | $1.25M | $1.68M | $438,228.57 | 35.18% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,862 | $459,678.96 | $1.13M | $673,238.74 | 146.46% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 60 | $7,887.12 | $17,598.6 | $9,711.48 | 123.13% |
Christian Scharosch 1248 Management, LLC | 4,134 | $635,602.49 | $1.21M | $571,153.45 | 89.86% |
Sharon Allen Sterling Wealth Management, Inc. | 2,830 | $365,183 | $818,167.15 | $452,984.15 | 124.04% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 18,801 | $2.46M | $5.5M | $3.04M | 123.85% |
Margaret Nickens Elm3 Financial Group, LLC | 2,075 | $529,775 | $605,713.25 | $75,938.25 | 14.33% |
Chris Chatto Encompass More Asset Management | 1,167 | $297,947 | $342,129.4 | $44,182.4 | 14.83% |
Christopher Griffith Stablepoint Partners, LLC | 48,662 | $6.61M | $14.19M | $7.59M | 114.86% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,602 | $346,841.87 | $753,252.98 | $406,411.11 | 117.17% |
Jonathan Chatfield LM Advisors LLC | 1,742 | $288,034.51 | $509,099.5 | $221,064.99 | 76.75% |
Alan Gilmore Private Wealth Management Group, LLC | 183 | $31,985.98 | $52,923.6 | $20,937.62 | 65.46% |
David Novak Novak & Powell Financial Services, Inc. | 1,560 | $212,222.59 | $455,301.6 | $243,079.01 | 114.54% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 68,389 | $9.03M | $19.78M | $10.75M | 119.08% |
Anne Wright Lummis Asset Management, LP | 3,011 | $360,826.2 | $878,745.29 | $517,919.09 | 143.54% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,287 | $311,078 | $667,483.82 | $356,405.82 | 114.57% |