| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,122 | $632,492.87 | $595,008.8 | -$37,484.07 | -5.93% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 4,242 | $786,289.49 | $1.18M | $397,765.55 | 50.59% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,071 | $183,164.74 | $299,987.1 | $116,822.36 | 63.78% |
Christian Scharosch 1248 Management, LLC | 289 | $51,933.45 | $81,087.65 | $29,154.2 | 56.14% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 27,685 | $5.22M | $7.77M | $2.55M | 48.9% |
Michael Herman Apollon Financial, LLC | 1,242 | $243,228.61 | $349,579.53 | $106,350.92 | 43.72% |
Christopher Griffith Stablepoint Partners, LLC | 2,579 | $451,429.77 | $726,736.41 | $275,306.64 | 60.99% |
Jonathan Chatfield LM Advisors LLC | 810 | $241,000 | $228,217.5 | -$12,782.5 | -5.3% |
Jennifer Milam Mustard Seed Financial, LLC | 1,613 | $274,952 | $448,551.1 | $173,599.1 | 63.14% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 745 | $222,211 | $206,040.92 | -$16,170.08 | -7.28% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 8,551 | $1.66M | $2.41M | $750,800.89 | 45.3% |
Alan Gilmore Private Wealth Management Group, LLC | 287 | $50,028.59 | $80,107.44 | $30,078.85 | 60.12% |
David P. Cushing nVerses Capital, LLC | 809 | $241,138 | $227,802.26 | -$13,335.74 | -5.53% |
David Novak Novak & Powell Financial Services, Inc. | 2,050 | $350,655.06 | $581,687.5 | $231,032.44 | 65.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 121,529 | $21.54M | $33.92M | $12.38M | 57.47% |
Angela Mari Abich Financial Wealth Management LLC | 808 | $149,360.39 | $226,676.32 | $77,315.93 | 51.76% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,615 | $501,535.88 | $729,425.48 | $227,889.6 | 45.44% |
Anne Wright Lummis Asset Management, LP | 128 | $21,946.07 | $36,005.12 | $14,059.05 | 64.06% |
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 758 | $127,556.14 | $212,338.54 | $84,782.4 | 66.47% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,797 | $352,254.83 | $502,423.23 | $150,168.4 | 42.63% |