| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 23,127 | $543,354.92 | $546,680.65 | $3,325.73 | 0.61% |
Chris Chatto Encompass More Asset Management | 15,308 | $316,880.39 | $358,666.44 | $41,786.05 | 13.19% |
Christopher Griffith Stablepoint Partners, LLC | 280,127 | $5.38M | $6.62M | $1.25M | 23.17% |
Amber Baker NDVR, Inc. | 13,271 | $366,110.1 | $314,257.28 | -$51,852.82 | -14.16% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 10,521 | $304,483.78 | $249,295.09 | -$55,188.69 | -18.13% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 8,112 | $184,639.76 | $191,767.68 | $7,127.92 | 3.86% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 14,537 | $409,234.34 | $343,073.2 | -$66,161.14 | -16.17% |
Alan Gilmore Private Wealth Management Group, LLC | 7,554 | $141,010.1 | $177,519 | $36,508.9 | 25.89% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 8,520 | $237,663.8 | $201,711 | -$35,952.8 | -15.13% |
David Novak Novak & Powell Financial Services, Inc. | 10,395 | $176,431.42 | $245,581.87 | $69,150.45 | 39.19% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 281 | $7,925.15 | $6,673.75 | -$1,251.4 | -15.79% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 61,282 | $1.77M | $1.43M | -$334,221.84 | -18.9% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 903,010 | $17.29M | $21.22M | $3.93M | 22.76% |
Lance Johnson ROI Financial Advisors, LLC | 36,265 | $991,026.01 | $853,315.45 | -$137,710.56 | -13.9% |
Angela Mari Abich Financial Wealth Management LLC | 14,394 | $369,710.42 | $339,986.28 | -$29,724.14 | -8.04% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 14,620 | $306,302.86 | $342,254.2 | $35,951.34 | 11.74% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,598 | $360,529.34 | $322,204.61 | -$38,324.73 | -10.63% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 9,382 | $264,948 | $219,538.8 | -$45,409.2 | -17.14% |
Alana Parm MORTON COMMUNITY BANK | 200,578 | $3.55M | $4.71M | $1.16M | 32.68% |
| FTM F. Thomas Mosley Mosley Wealth Management | 18,490 | $394,578.74 | $433,220.7 | $38,641.96 | 9.79% |