| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Focus Financial Network Inc. Focus Financial Network, Inc. | 64,987 | $12.74M | $18.41M | $5.67M | 44.5% |
Margaret Nickens Elm3 Financial Group, LLC | 14,882 | $3.19M | $4.22M | $1.03M | 32.31% |
Chris Chatto Encompass More Asset Management | 21,510 | $5.19M | $6.09M | $901,308.67 | 17.36% |
Alan Gilmore Private Wealth Management Group, LLC | 25 | $5,940.5 | $7,082.25 | $1,141.75 | 19.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 15,078 | $3.21M | $4.49M | $1.28M | 39.8% |
Angela Mari Abich Financial Wealth Management LLC | 127 | $25,507.83 | $35,977.83 | $10,470 | 41.05% |
Dennis R. Plyler FCG Investment Co | 44,142 | $13.37M | $12.5M | -$868,815.38 | -6.5% |
Jennifer Lutz Trademark Financial Management, LLC | 42,876 | $10.52M | $12.15M | $1.63M | 15.47% |
Tammy Trenta FF Advisors,LLC | 2,216 | $577,587.82 | $627,770.66 | $50,182.84 | 8.69% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 59 | $13,774.71 | $16,714.11 | $2,939.4 | 21.34% |
Angela Pompian Sunpointe, LLC | 2,249 | $681,381 | $637,119.23 | -$44,261.77 | -6.5% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,443 | $785,919.93 | $1.03M | $240,025.24 | 30.54% |
Kyle Jones Pineridge Advisors LLC | 30 | $5,913.24 | $8,498.7 | $2,585.46 | 43.72% |
Jay S. Arce Taylor Financial Group, Inc. | 3,565 | $654,783.1 | $1.01M | $355,145.79 | 54.24% |
Sean Rooney Prospect Financial Services LLC | 971 | $197,696.06 | $275,074.6 | $77,378.54 | 39.14% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 950 | $225,739 | $269,125.51 | $43,386.51 | 19.22% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 1,047 | $239,367.47 | $296,604.64 | $57,237.17 | 23.91% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 893 | $220,722.24 | $252,977.98 | $32,255.74 | 14.61% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 108,910 | $21.73M | $32.45M | $10.72M | 49.34% |
Erik Roemer GERBER, LLC | 41,810 | $9.49M | $11.84M | $2.36M | 24.87% |