| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Silberg EVERPAR ADVISORS LLC | 3,448 | $332,327.34 | $328,594.4 | -$3,732.94 | -1.12% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 4,028 | $290,427.89 | $385,056.66 | $94,628.77 | 32.58% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,363 | $216,964.52 | $225,193.9 | $8,229.38 | 3.79% |
Matthew Stead Sachetta, LLC | 387 | $35,981.79 | $37,136.52 | $1,154.73 | 3.21% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 37,478 | $2.85M | $3.58M | $721,826.52 | 25.3% |
Chandler te Velde Maia Wealth LLC | 8,748 | $812,814.17 | $833,684.4 | $20,870.23 | 2.57% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,458 | $317,937.75 | $329,875.91 | $11,938.16 | 3.75% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,206 | $1.17M | $1.74M | $569,355.03 | 48.64% |
Sharon Allen Sterling Wealth Management, Inc. | 2,206 | $212,923 | $210,231.8 | -$2,691.2 | -1.26% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 11,385 | $1.08M | $1.09M | $12,383.84 | 1.15% |
Michael Herman Apollon Financial, LLC | 47,368 | $3.91M | $4.52M | $604,550.3 | 15.45% |
Kelly Richert Clayton Financial Group LLC | 57 | $4,971 | $5,437.51 | $466.51 | 9.38% |
Adam Hill Bey-Douglas LLC | 5,308 | $396,519.2 | $506,356.66 | $109,837.46 | 27.7% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 403 | $28,587.61 | $38,512.69 | $9,925.08 | 34.72% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,434 | $234,964 | $232,191.43 | -$2,772.57 | -1.18% |
Alan Gilmore Private Wealth Management Group, LLC | 211 | $16,873.68 | $20,164.21 | $3,290.53 | 19.5% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 13,044 | $1M | $1.24M | $239,531.9 | 23.84% |
David Novak Novak & Powell Financial Services, Inc. | 5,925 | $416,067.69 | $565,215.37 | $149,147.68 | 35.85% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,357 | $309,570.66 | $320,241.01 | $10,670.35 | 3.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 135,153 | $9.73M | $12.92M | $3.19M | 32.75% |