| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea Butler Sequent Planning LLC | 1,440 | $296,427 | $344,901.6 | $48,474.6 | 16.35% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 18 | $3,764 | $4,311.27 | $547.27 | 14.54% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 1,061 | $204,465 | $254,125.41 | $49,660.41 | 24.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,094 | $412,308.95 | $500,853.39 | $88,544.44 | 21.48% |
Adam Colby Wealth Group Ltd | 18,847 | $3.09M | $4.53M | $1.44M | 46.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,720 | $609,649.39 | $889,768.2 | $280,118.81 | 45.95% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,234 | $253,957 | $296,517.86 | $42,560.86 | 16.76% |
Michael Herman Apollon Financial, LLC | 11,135 | $1.92M | $2.66M | $742,854.56 | 38.69% |
Jay David Franklin Clarity Capital Advisors, LLC | 3,589 | $639,885.47 | $859,493.72 | $219,608.25 | 34.32% |
Christopher Griffith Stablepoint Partners, LLC | 3,175 | $522,033.67 | $759,333 | $237,299.33 | 45.46% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 1,026 | $214,807.86 | $245,378.16 | $30,570.3 | 14.23% |
Jonathan Chatfield LM Advisors LLC | 600 | $102,789.96 | $143,496 | $40,706.04 | 39.6% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 8 | $1,695.56 | $1,913.28 | $217.72 | 12.84% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 33,920 | $5.88M | $8.12M | $2.24M | 38.18% |
| FTM F. Thomas Mosley Mosley Wealth Management | 140 | $29,308 | $33,485.9 | $4,177.9 | 14.26% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,204 | $1.64M | $1.96M | $317,858.59 | 19.33% |
Tammy Trenta FF Advisors,LLC | 6,150 | $1.01M | $1.47M | $459,805.12 | 45.47% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 2,756 | $567,185 | $659,193.86 | $92,008.86 | 16.22% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 5,038 | $879,511 | $1.21M | $325,578.6 | 37.02% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,446 | $417,866.35 | $585,083.2 | $167,216.85 | 40.02% |