| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,657 | $609,505.26 | $600,563.08 | -$8,942.18 | -1.47% |
Neil Greenspan Fielder Capital Group LLC | 2,693 | $717,868.68 | $960,727.75 | $242,859.07 | 33.83% |
Scott Noble Boomfish Wealth Group, LLC | 8,112 | $3.06M | $2.94M | -$121,566.7 | -3.98% |
Chandler te Velde Maia Wealth LLC | 9,468 | $3.42M | $3.38M | -$43,646.96 | -1.28% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 30,844 | $10.56M | $10.89M | $328,649.64 | 3.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 15,303 | $3.75M | $5.37M | $1.61M | 42.92% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 207 | $64,127.23 | $73,127.92 | $9,000.69 | 14.04% |
Christian Scharosch 1248 Management, LLC | 1,857 | $589,898.42 | $684,313.78 | $94,415.36 | 16.01% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 17,263 | $7.5M | $6.07M | -$1.43M | -19.02% |
Michael Herman Apollon Financial, LLC | 2,215 | $723,078.99 | $790,799.3 | $67,720.31 | 9.37% |
Kelly Richert Clayton Financial Group LLC | 8 | $2,839 | $2,868.4 | $29.4 | 1.04% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 853 | $317,014.47 | $310,031.38 | -$6,983.09 | -2.2% |
Chris Chatto Encompass More Asset Management | 11,519 | $4.5M | $4.09M | -$412,458.12 | -9.17% |
David McNeely Darden Wealth Group Inc | 2,043 | $546,142.4 | $744,642.85 | $198,500.45 | 36.35% |
Christopher Griffith Stablepoint Partners, LLC | 8,067 | $1.96M | $2.89M | $935,231.1 | 47.78% |
Amber Baker NDVR, Inc. | 1,538 | $571,477.54 | $557,432.72 | -$14,044.82 | -2.46% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 719 | $236,015.29 | $263,750.77 | $27,735.48 | 11.75% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 550 | $126,006.21 | $195,860.5 | $69,854.29 | 55.44% |
Jonathan Chatfield LM Advisors LLC | 10,434 | $4.01M | $3.74M | -$268,712.71 | -6.7% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 16,422 | $5.38M | $5.81M | $433,679.51 | 8.06% |