| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sharon Allen Sterling Wealth Management, Inc. | 16,275 | $892,281.51 | $1.39M | $494,348.49 | 55.4% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 125,613 | $7.99M | $10.7M | $2.72M | 33.99% |
Michael Herman Apollon Financial, LLC | 11,584 | $627,977.09 | $986,956.8 | $358,979.71 | 57.16% |
Kelly Richert Clayton Financial Group LLC | 347,445 | $22.06M | $29.6M | $7.54M | 34.2% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 10,820 | $704,462.76 | $921,864 | $217,401.24 | 30.86% |
Chris Chatto Encompass More Asset Management | 3,303 | $227,056.05 | $281,415.6 | $54,359.55 | 23.94% |
Jay David Franklin Clarity Capital Advisors, LLC | 66,688 | $3.76M | $5.68M | $1.92M | 51.17% |
Christopher Griffith Stablepoint Partners, LLC | 18,660 | $1.11M | $1.59M | $478,656.45 | 43.08% |
Amber Baker NDVR, Inc. | 3,546 | $283,449.51 | $302,119.2 | $18,669.69 | 6.59% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,406 | $207,253 | $204,991.2 | -$2,261.8 | -1.09% |
Adam Hill Bey-Douglas LLC | 4,170 | $247,819.7 | $355,284 | $107,464.3 | 43.36% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 72,018 | $4.16M | $6.14M | $1.98M | 47.63% |
Jonathan Chatfield LM Advisors LLC | 3,108 | $249,790.16 | $276,207.96 | $26,417.8 | 10.58% |
Jennifer Milam Mustard Seed Financial, LLC | 152,815 | $9.27M | $13.02M | $3.75M | 40.51% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 10,732 | $799,107.28 | $914,366.4 | $115,259.12 | 14.42% |
Alan Gilmore Private Wealth Management Group, LLC | 3,366 | $223,073.82 | $286,783.2 | $63,709.38 | 28.56% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 53,136 | $3.06M | $4.53M | $1.47M | 48% |
David Novak Novak & Powell Financial Services, Inc. | 159,980 | $9.81M | $14.27M | $4.46M | 45.42% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 20,624 | $1.07M | $1.84M | $773,367.9 | 72.31% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 62,623 | $3.32M | $5.34M | $2.02M | 60.69% |