| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,263 | $7.5M | $6.57M | -$923,182.28 | -12.31% |
Amy Taylor Pingora Partners LLC | 345 | $68,268.43 | $131,389.8 | $63,121.37 | 92.46% |
Michael Herman Apollon Financial, LLC | 2,207 | $719,714.19 | $840,513.88 | $120,799.69 | 16.78% |
Kelly Richert Clayton Financial Group LLC | 262 | $117,802.39 | $99,780.08 | -$18,022.31 | -15.3% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 646 | $243,535.29 | $246,022.64 | $2,487.35 | 1.02% |
Chris Chatto Encompass More Asset Management | 17,820 | $6.31M | $6.79M | $472,250.78 | 7.48% |
David McNeely Darden Wealth Group Inc | 2,123 | $566,020.8 | $808,523.32 | $242,502.52 | 42.84% |
Christopher Griffith Stablepoint Partners, LLC | 8,067 | $1.96M | $3.07M | $1.12M | 56.97% |
Amber Baker NDVR, Inc. | 1,538 | $571,477.54 | $585,731.92 | $14,254.38 | 2.49% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 645 | $204,890.93 | $245,641.8 | $40,750.87 | 19.89% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 550 | $126,006.21 | $209,462 | $83,455.79 | 66.23% |
Jonathan Chatfield LM Advisors LLC | 3,554 | $1.13M | $1.35M | $224,535.65 | 19.89% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 675 | $300,186 | $257,067 | -$43,119 | -14.36% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,300 | $4.91M | $5.83M | $921,355.78 | 18.78% |
Alan Gilmore Private Wealth Management Group, LLC | 441 | $112,612.17 | $167,950.44 | $55,338.27 | 49.14% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 1,121 | $359,396.76 | $426,921.64 | $67,524.88 | 18.79% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,213 | $437,858.13 | $842,798.92 | $404,940.79 | 92.48% |
David Novak Novak & Powell Financial Services, Inc. | 1,738 | $483,423.29 | $661,899.92 | $178,476.63 | 36.92% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,168 | $262,430.23 | $444,821.12 | $182,390.89 | 69.5% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 1,106 | $299,497.52 | $421,209.04 | $121,711.52 | 40.64% |