| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 70,020 | $3.63M | $4.05M | $420,324.64 | 11.58% |
Michael Herman Apollon Financial, LLC | 7,415 | $380,925.21 | $435,112.2 | $54,186.99 | 14.23% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 20,572 | $863,628.34 | $1.19M | $326,256.14 | 37.78% |
Jay David Franklin Clarity Capital Advisors, LLC | 49,011 | $2.33M | $2.88M | $552,230.63 | 23.69% |
David McNeely Darden Wealth Group Inc | 16,884 | $880,614.04 | $976,570.56 | $95,956.52 | 10.9% |
| MB Matthieu Balmer Climber Capital SA | 41,435 | $1.78M | $2.44M | $658,204.44 | 36.99% |
Christopher Griffith Stablepoint Partners, LLC | 23,184 | $1.07M | $1.34M | $269,430.78 | 25.14% |
Amber Baker NDVR, Inc. | 178,573 | $7.5M | $10.5M | $3.01M | 40.12% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 50 | $2,393 | $2,941.25 | $548.25 | 22.91% |
Jonathan Chatfield LM Advisors LLC | 3,660 | $159,556.92 | $215,299.5 | $55,742.58 | 34.94% |
Jennifer Milam Mustard Seed Financial, LLC | 15,759 | $649,057.24 | $927,023.17 | $277,965.93 | 42.83% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 38,510 | $1.74M | $2.23M | $484,117.33 | 27.77% |
Alan Gilmore Private Wealth Management Group, LLC | 12,426 | $519,237.94 | $719,838.18 | $200,600.24 | 38.63% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 5,842 | $316,413.8 | $343,655.65 | $27,241.85 | 8.61% |
David Novak Novak & Powell Financial Services, Inc. | 32,055 | $1.46M | $1.89M | $428,394.15 | 29.35% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 196 | $10,626.12 | $11,336.64 | $710.52 | 6.69% |
Ballentine Capital Advisors Inc. Ballentine Capital Advisors, Inc | 3,765 | $203,998.62 | $221,777.32 | $17,778.7 | 8.72% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 18,494 | $792,285.12 | $1.07M | $277,407.84 | 35.01% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.97M | $85.26M | $114.3M | $29.04M | 34.07% |
Angela Mari Abich Financial Wealth Management LLC | 495 | $20,897.96 | $28,630.8 | $7,732.84 | 37% |