| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 41 | $5,172 | $5,086.46 | -$85.54 | -1.65% |
Jay David Franklin Clarity Capital Advisors, LLC | 2,734 | $227,236.83 | $333,001.2 | $105,764.37 | 46.54% |
Jonathan Chatfield LM Advisors LLC | 17,075 | $1.34M | $2.16M | $815,787.93 | 60.7% |
Jennifer Milam Mustard Seed Financial, LLC | 4,845 | $315,400.83 | $590,363.25 | $274,962.42 | 87.18% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,687 | $201,635 | $207,247.95 | $5,612.95 | 2.78% |
Alan Gilmore Private Wealth Management Group, LLC | 1,965 | $175,200.11 | $240,398.1 | $65,197.99 | 37.21% |
David Novak Novak & Powell Financial Services, Inc. | 3,215 | $266,555.65 | $406,633.2 | $140,077.55 | 52.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 302,309 | $19.39M | $36.98M | $17.6M | 90.75% |
Angela Mari Abich Financial Wealth Management LLC | 80 | $7,466 | $9,828 | $2,362 | 31.64% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 3,241 | $292,699.06 | $398,156.85 | $105,457.79 | 36.03% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 13,939 | $861,721.99 | $1.71M | $850,684.16 | 98.72% |
| FTM F. Thomas Mosley Mosley Wealth Management | 304 | $26,514.88 | $36,905.6 | $10,390.72 | 39.19% |
Ryan M Palmer Optimist Retirement Group LLC | 1,917 | $229,067 | $234,506.61 | $5,439.61 | 2.37% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,866 | $623,916.03 | $827,009.7 | $203,093.67 | 32.55% |
Seth Hodes Able Wealth Management LLC | 2,142 | $256,007.22 | $270,920.16 | $14,912.94 | 5.83% |
Brian Distler Lakeridge Wealth Management LLC | 3,265 | $202,471.62 | $412,957.2 | $210,485.58 | 103.96% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 296 | $30,399.41 | $35,989.16 | $5,589.75 | 18.39% |
Corey Saft Sivia Capital Partners, LLC | 1,872 | $223,741 | $229,975.2 | $6,234.2 | 2.79% |
Lynda Bartsch Chaney Capital Management, Inc. | 5,395 | $363,919.4 | $656,409.65 | $292,490.25 | 80.37% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 24 | $1,989.74 | $2,936.16 | $946.42 | 47.57% |