| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,699 | $753,614.55 | $1.04M | $286,472.09 | 38.01% |
Kelly Richert Clayton Financial Group LLC | 75 | $26,739 | $28,935.75 | $2,196.75 | 8.22% |
Amber Baker NDVR, Inc. | 1,233 | $287,971.34 | $473,336.38 | $185,365.04 | 64.37% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 666 | $219,860 | $256,849.56 | $36,989.56 | 16.82% |
Alan Gilmore Private Wealth Management Group, LLC | 205 | $49,213.56 | $78,697.45 | $29,483.89 | 59.91% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 50,579 | $11.3M | $19.42M | $8.12M | 71.88% |
Angela Mari Abich Financial Wealth Management LLC | 432 | $120,623 | $167,024.16 | $46,401.16 | 38.47% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9 | $2,971 | $3,511.08 | $540.08 | 18.18% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,710 | $497,019.4 | $665,788.5 | $168,769.1 | 33.96% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 14,095 | $4.11M | $5.47M | $1.36M | 33% |
Corey Saft Sivia Capital Partners, LLC | 5,660 | $1.62M | $2.18M | $562,237.21 | 34.73% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 43 | $11,371 | $16,507.27 | $5,136.27 | 45.17% |
Angela Pompian Sunpointe, LLC | 646 | $213,258 | $248,674.47 | $35,416.47 | 16.61% |
Kyle Jones Pineridge Advisors LLC | 100 | $19,049 | $38,515 | $19,466 | 102.19% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 733 | $241,977.96 | $282,505.53 | $40,527.57 | 16.75% |
Ashley Meredith Abel Hall, LLC | 1,098 | $327,299 | $414,171.09 | $86,872.09 | 26.54% |
Darin Pilacinski True Vision MN LLC | 2,532 | $582,714.48 | $966,666.96 | $383,952.48 | 65.89% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 48 | $12,277.75 | $18,558.24 | $6,280.49 | 51.15% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 4,827 | $1.18M | $1.87M | $690,350.78 | 58.56% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 1,188 | $392,213.21 | $458,342.28 | $66,129.07 | 16.86% |