| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Colby Wealth Group Ltd | 3,558 | $621,229.65 | $850,966.86 | $229,737.21 | 36.98% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,087 | $622,706.16 | $738,317.79 | $115,611.63 | 18.57% |
Kyle Bubeck Independence Asset Advisors, LLC | 1,893 | $421,907.32 | $452,748.81 | $30,841.49 | 7.31% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 112,982 | $19.73M | $27.02M | $7.3M | 36.99% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 73,207 | $13.64M | $18.02M | $4.38M | 32.1% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 1,567 | $304,762.2 | $374,779.39 | $70,017.19 | 22.97% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 6,687 | $1.14M | $1.6M | $459,754.12 | 40.34% |
James Morris FMA Wealth Management, LLC | 17,162 | $2.97M | $4.1M | $1.14M | 38.42% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 41,364 | $8.09M | $9.89M | $1.8M | 22.22% |
Michael Herman Apollon Financial, LLC | 82,647 | $15.59M | $19.77M | $4.18M | 26.78% |
Margaret Nickens Elm3 Financial Group, LLC | 1,735 | $392,797.15 | $414,959.95 | $22,162.8 | 5.64% |
Jay David Franklin Clarity Capital Advisors, LLC | 2,069 | $373,721.47 | $494,842.73 | $121,121.26 | 32.41% |
David McNeely Darden Wealth Group Inc | 1,379 | $298,169.29 | $329,815.43 | $31,646.14 | 10.61% |
Christopher Griffith Stablepoint Partners, LLC | 21,301 | $3.96M | $5.09M | $1.14M | 28.81% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 26,286 | $4.7M | $6.29M | $1.59M | 33.79% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 294 | $50,924.72 | $70,315.98 | $19,391.26 | 38.08% |
Jonathan Chatfield LM Advisors LLC | 100,570 | $22.78M | $24.76M | $1.98M | 8.68% |
Jennifer Milam Mustard Seed Financial, LLC | 1,812 | $372,871.98 | $433,376.04 | $60,504.06 | 16.23% |
Alan Gilmore Private Wealth Management Group, LLC | 158 | $31,104.49 | $37,788.86 | $6,684.37 | 21.49% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 938 | $202,498.75 | $224,341.46 | $21,842.71 | 10.79% |