| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Taylor Pingora Partners LLC | 1,430 | $31,145.4 | $72,615.4 | $41,470 | 133.15% |
Michael Herman Apollon Financial, LLC | 3,958 | $135,091.05 | $200,987.24 | $65,896.19 | 48.78% |
Chris Chatto Encompass More Asset Management | 135,025 | $5.67M | $6.86M | $1.19M | 21% |
David McNeely Darden Wealth Group Inc | 7,798 | $505,739.6 | $395,982.44 | -$109,757.16 | -21.7% |
| MB Matthieu Balmer Climber Capital SA | 3,514 | $239,332 | $178,440.92 | -$60,891.08 | -25.44% |
Christopher Griffith Stablepoint Partners, LLC | 17,271 | $523,696.62 | $877,021.38 | $353,324.76 | 67.47% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,786 | $39,083.52 | $90,693.08 | $51,609.56 | 132.05% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,311 | $535,394.7 | $422,032.58 | -$113,362.12 | -21.17% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 3,800 | $258,932 | $192,964 | -$65,968 | -25.48% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 61,284 | $2.83M | $3.11M | $277,893.1 | 9.81% |
Lance Johnson ROI Financial Advisors, LLC | 76,893 | $2.61M | $3.9M | $1.29M | 49.39% |
Anne Wright Lummis Asset Management, LP | 85 | $2,634 | $4,316.3 | $1,682.3 | 63.87% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 14,959 | $1.02M | $759,618.02 | -$259,687.98 | -25.48% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,251 | $80,589 | $63,525.78 | -$17,063.22 | -21.17% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 230,378 | $15.7M | $11.7M | -$4M | -25.48% |
Brian Distler Lakeridge Wealth Management LLC | 8,229 | $256,702.38 | $417,868.62 | $161,166.24 | 62.78% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,077 | $76,770.81 | $105,470.06 | $28,699.25 | 37.38% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 2,157 | $66,845.36 | $109,532.46 | $42,687.1 | 63.86% |
Patrick Gaul Oceanside Advisors LLC | 4,100 | $264,122 | $208,198 | -$55,924 | -21.17% |
Kyle Jones Pineridge Advisors LLC | 5,546 | $158,235.05 | $281,625.88 | $123,390.83 | 77.98% |