| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sharon Allen Sterling Wealth Management, Inc. | 191,948 | $8M | $11.29M | $3.29M | 41.15% |
James Morris FMA Wealth Management, LLC | 86,554 | $3.62M | $5.02M | $1.4M | 38.6% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 70,020 | $3.63M | $4.06M | $431,527.84 | 11.89% |
Michael Herman Apollon Financial, LLC | 11,002 | $595,034.75 | $640,151.37 | $45,116.62 | 7.58% |
Kelly Richert Clayton Financial Group LLC | 653 | $38,730 | $38,011.13 | -$718.87 | -1.86% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 20,419 | $857,340.03 | $1.2M | $342,990.88 | 40.01% |
Jay David Franklin Clarity Capital Advisors, LLC | 49,011 | $2.33M | $2.88M | $546,594.37 | 23.45% |
David McNeely Darden Wealth Group Inc | 16,884 | $880,614.04 | $986,110.02 | $105,495.98 | 11.98% |
| MB Matthieu Balmer Climber Capital SA | 41,974 | $1.81M | $2.46M | $651,149.16 | 35.97% |
Christopher Griffith Stablepoint Partners, LLC | 23,184 | $1.07M | $1.35M | $278,008.86 | 25.94% |
Amber Baker NDVR, Inc. | 178,573 | $7.5M | $10.5M | $3M | 40.04% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 50 | $2,393 | $2,909 | $516 | 21.56% |
Jonathan Chatfield LM Advisors LLC | 66,863 | $3.93M | $3.9M | -$32,090.97 | -0.82% |
Jennifer Milam Mustard Seed Financial, LLC | 15,880 | $656,279.84 | $932,870.6 | $276,590.76 | 42.15% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 41,516 | $1.92M | $2.42M | $492,465.18 | 25.61% |
Alan Gilmore Private Wealth Management Group, LLC | 11,772 | $492,358.54 | $692,075.88 | $199,717.34 | 40.56% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 5,842 | $316,413.8 | $341,202.01 | $24,788.21 | 7.83% |
David Novak Novak & Powell Financial Services, Inc. | 32,127 | $1.46M | $1.88M | $412,916.63 | 28.2% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 213 | $11,641.1 | $12,415.77 | $774.67 | 6.65% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 18,521 | $793,896.77 | $1.09M | $294,304.58 | 37.07% |