| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Davis Northwest Financial Advisors | 6,468 | $247,670.56 | $302,767.08 | $55,096.52 | 22.25% |
Ellwood Derricks Partnership Wealth Management, LLC | 7,442 | $280,563.4 | $348,360.02 | $67,796.62 | 24.16% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 10,741 | $461,163.18 | $502,786.21 | $41,623.03 | 9.03% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,291 | $114,071.11 | $111,067.68 | -$3,003.43 | -2.63% |
Chandler te Velde Maia Wealth LLC | 9,781 | $406,693.52 | $457,848.61 | $51,155.09 | 12.58% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 35,895 | $1.56M | $1.68M | $119,921.27 | 7.69% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 34,533 | $1.47M | $1.62M | $143,314.65 | 9.73% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 40,553 | $1.84M | $1.9M | $53,573.94 | 2.9% |
Sharon Allen Sterling Wealth Management, Inc. | 5,289 | $255,958.04 | $247,578.09 | -$8,379.95 | -3.27% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,359 | $455,278.01 | $484,904.79 | $29,626.78 | 6.51% |
Michael Herman Apollon Financial, LLC | 8,447 | $373,725.88 | $395,404.07 | $21,678.19 | 5.8% |
Christopher Griffith Stablepoint Partners, LLC | 155,789 | $6.38M | $7.29M | $907,719.07 | 14.22% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 9,474 | $412,447.2 | $443,477.94 | $31,030.74 | 7.52% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,779 | $75,125.37 | $83,274.99 | $8,149.62 | 10.85% |
Jonathan Chatfield LM Advisors LLC | 23,913 | $1.01M | $1.12M | $111,751.71 | 11.05% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 13,888 | $614,253.02 | $650,097.28 | $35,844.26 | 5.84% |
Alan Gilmore Private Wealth Management Group, LLC | 4,709 | $183,040.28 | $220,428.29 | $37,388.01 | 20.43% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 15,840 | $614,105.64 | $741,470.4 | $127,364.76 | 20.74% |
David Novak Novak & Powell Financial Services, Inc. | 6,877 | $268,615.2 | $323,425.31 | $54,810.11 | 20.4% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 95 | $4,170.98 | $4,604.17 | $433.19 | 10.39% |