| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 63,964 | $3.57M | $7.11M | $3.55M | 99.37% |
Amber Baker NDVR, Inc. | 8,160 | $461,343.77 | $907,392 | $446,048.23 | 96.68% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 11,586 | $695,476.29 | $1.29M | $592,886.91 | 85.25% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,386 | $75,290.31 | $154,123.2 | $78,832.89 | 104.71% |
Jonathan Chatfield LM Advisors LLC | 5,703 | $585,873.2 | $634,173.6 | $48,300.4 | 8.24% |
Jennifer Milam Mustard Seed Financial, LLC | 48,792 | $3.03M | $5.44M | $2.41M | 79.38% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 6,000 | $325,404.23 | $667,200 | $341,795.77 | 105.04% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 14,740 | $1.55M | $1.64M | $86,659.44 | 5.58% |
Alan Gilmore Private Wealth Management Group, LLC | 2,225 | $203,225.37 | $247,420 | $44,194.63 | 21.75% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 9,886 | $523,662.2 | $1.1M | $575,661 | 109.93% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 3,610 | $239,080.04 | $401,432 | $162,351.96 | 67.91% |
David Novak Novak & Powell Financial Services, Inc. | 5,940 | $321,059.08 | $660,528 | $339,468.92 | 105.73% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 14,744 | $849,970.29 | $1.64M | $789,562.51 | 92.89% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 2,339 | $233,995.85 | $260,915.45 | $26,919.6 | 11.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 551,900 | $33.61M | $61.37M | $27.76M | 82.58% |
Lance Johnson ROI Financial Advisors, LLC | 56,095 | $3.81M | $6.24M | $2.42M | 63.56% |
Angela Mari Abich Financial Wealth Management LLC | 3,331 | $343,269 | $370,407.2 | $27,138.2 | 7.91% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 11,492 | $735,735.57 | $1.29M | $549,299.87 | 74.66% |
Anne Wright Lummis Asset Management, LP | 261 | $15,305 | $29,023.2 | $13,718.2 | 89.63% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 5,652 | $362,881.06 | $628,502.4 | $265,621.34 | 73.2% |