| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ellwood Derricks Partnership Wealth Management, LLC | 24,858 | $419,840.19 | $546,254.55 | $126,414.36 | 30.11% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 23,144 | $557,583.67 | $504,076.32 | -$53,507.35 | -9.6% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5,861 | $169,915 | $128,267.98 | -$41,647.02 | -24.51% |
Neil Greenspan Fielder Capital Group LLC | 6,924 | $193,327.69 | $151,531.74 | -$41,795.95 | -21.62% |
Chandler te Velde Maia Wealth LLC | 9,101 | $226,068.84 | $199,994.47 | -$26,074.37 | -11.53% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 41,841 | $1.21M | $912,552.21 | -$299,588.37 | -24.72% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 20,652 | $418,762.38 | $450,420.12 | $31,657.74 | 7.56% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 129,124 | $2.48M | $2.82M | $335,271.25 | 13.51% |
Nicholas Holmes Objectivity Squared, LLC | 10,655 | $181,227.84 | $234,143.62 | $52,915.78 | 29.2% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 325 | $9,180 | $7,078.5 | -$2,101.5 | -22.89% |
Christian Scharosch 1248 Management, LLC | 1,758 | $49,913.54 | $38,341.98 | -$11,571.56 | -23.18% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,092 | $369,718.16 | $285,536.52 | -$84,181.64 | -22.77% |
Amy Taylor Pingora Partners LLC | 130,295 | $2.34M | $2.84M | $502,834.06 | 21.5% |
Michael Herman Apollon Financial, LLC | 23,030 | $541,346.99 | $504,011.55 | -$37,335.44 | -6.9% |
Chris Chatto Encompass More Asset Management | 38,647 | $847,851.84 | $842,891.07 | -$4,960.77 | -0.59% |
Christopher Griffith Stablepoint Partners, LLC | 280,127 | $5.38M | $6.11M | $732,965.1 | 13.63% |
Amber Baker NDVR, Inc. | 13,271 | $366,110.1 | $291,630.22 | -$74,479.88 | -20.34% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 10,634 | $307,754 | $231,927.54 | -$75,826.46 | -24.64% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 8,112 | $184,639.76 | $178,261.2 | -$6,378.56 | -3.45% |
Jennifer Milam Mustard Seed Financial, LLC | 8,206 | $232,067.54 | $180,326.85 | -$51,740.69 | -22.3% |