| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 625 | $228,562.51 | $228,343.75 | -$218.76 | -0.1% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,611 | $1.45M | $1.91M | $458,540.98 | 31.58% |
Michael Herman Apollon Financial, LLC | 944 | $246,767.54 | $321,394.23 | $74,626.69 | 30.24% |
Margaret Nickens Elm3 Financial Group, LLC | 3,057 | $925,404.37 | $1.04M | $115,381.82 | 12.47% |
Kelly Richert Clayton Financial Group LLC | 22,375 | $6.42M | $7.62M | $1.2M | 18.71% |
Jay David Franklin Clarity Capital Advisors, LLC | 2,267 | $637,231.08 | $771,822.8 | $134,591.72 | 21.12% |
Jennifer Milam Mustard Seed Financial, LLC | 8,909 | $2.36M | $3.15M | $789,788.26 | 33.48% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 937 | $244,851.29 | $319,011.01 | $74,159.72 | 30.29% |
David Novak Novak & Powell Financial Services, Inc. | 5,928 | $1.95M | $2.13M | $175,774.03 | 8.99% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 4,554 | $1.18M | $1.61M | $432,750.9 | 36.77% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 456,269 | $151.23M | $166.7M | $15.47M | 10.23% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,982 | $887,371.28 | $1.02M | $127,880.41 | 14.41% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,407 | $586,199.29 | $850,802.29 | $264,603 | 45.14% |
| FTM F. Thomas Mosley Mosley Wealth Management | 105 | $31,250.06 | $35,748.3 | $4,498.24 | 14.39% |
Tammy Trenta FF Advisors,LLC | 1,401 | $423,452.25 | $476,984.45 | $53,532.2 | 12.64% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 6 | $1,661.55 | $2,042.76 | $381.21 | 22.94% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 9,457 | $2.57M | $3.22M | $650,321.08 | 25.31% |
Kyle Jones Pineridge Advisors LLC | 17 | $4,328.9 | $5,787.82 | $1,458.92 | 33.7% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 4,621 | $1.31M | $1.57M | $266,643.92 | 20.41% |
Jay S. Arce Taylor Financial Group, Inc. | 1,393 | $340,620.89 | $474,260.77 | $133,639.88 | 39.23% |