| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 3,320 | $289,570.4 | $375,491.99 | $85,921.59 | 29.67% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 472 | $32,001.13 | $54,409.8 | $22,408.67 | 70.02% |
Sharon Allen Sterling Wealth Management, Inc. | 5,392 | $395,314.48 | $623,349.71 | $228,035.23 | 57.68% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 20,346 | $1.69M | $2.3M | $609,706.14 | 36.05% |
Michael Herman Apollon Financial, LLC | 40,736 | $3.84M | $4.69M | $855,737.08 | 22.29% |
Jay David Franklin Clarity Capital Advisors, LLC | 2,734 | $227,236.83 | $316,067.9 | $88,831.07 | 39.09% |
Jonathan Chatfield LM Advisors LLC | 11,912 | $726,717.05 | $1.38M | $650,386.39 | 89.5% |
Jennifer Milam Mustard Seed Financial, LLC | 4,752 | $304,286.46 | $549,361.61 | $245,075.15 | 80.54% |
Alan Gilmore Private Wealth Management Group, LLC | 1,968 | $175,414.29 | $222,836.64 | $47,422.35 | 27.03% |
David Novak Novak & Powell Financial Services, Inc. | 3,224 | $267,301.84 | $373,468.48 | $106,166.64 | 39.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 288,552 | $17.75M | $32.67M | $14.93M | 84.12% |
Angela Mari Abich Financial Wealth Management LLC | 80 | $7,466 | $9,048 | $1,582 | 21.19% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,792 | $239,028.25 | $323,425.56 | $84,397.31 | 35.31% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 14,024 | $866,864.83 | $1.59M | $719,249.54 | 82.97% |
| FTM F. Thomas Mosley Mosley Wealth Management | 304 | $26,514.88 | $34,382.4 | $7,867.52 | 29.67% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,592 | $758,069.38 | $995,298.14 | $237,228.76 | 31.29% |
Brian Distler Lakeridge Wealth Management LLC | 3,265 | $202,471.62 | $369,271.49 | $166,799.87 | 82.38% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 136 | $11,276.17 | $15,754.25 | $4,478.08 | 39.71% |
Lynda Bartsch Chaney Capital Management, Inc. | 5,392 | $363,560.86 | $624,609.82 | $261,048.96 | 71.8% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 24 | $1,989.74 | $2,780.16 | $790.42 | 39.72% |