| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amber Baker NDVR, Inc. | 4,307 | $444,354.13 | $669,480.08 | $225,125.95 | 50.66% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 20,624 | $2.19M | $3.21M | $1.02M | 46.37% |
Adam Hill Bey-Douglas LLC | 4,413 | $477,484.38 | $685,956.72 | $208,472.34 | 43.66% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 63,638 | $7.24M | $9.89M | $2.65M | 36.65% |
Jonathan Chatfield LM Advisors LLC | 7,066 | $950,009.52 | $1.13M | $178,783.98 | 18.82% |
Jennifer Milam Mustard Seed Financial, LLC | 17,268 | $1.76M | $2.62M | $857,540.43 | 48.7% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 54,290 | $6.14M | $8.67M | $2.53M | 41.24% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 10,531 | $1.23M | $1.64M | $409,756.95 | 33.39% |
Alan Gilmore Private Wealth Management Group, LLC | 4,135 | $447,416.07 | $642,744.4 | $195,328.33 | 43.66% |
David Novak Novak & Powell Financial Services, Inc. | 5,953 | $600,963.28 | $951,229.87 | $350,266.59 | 58.28% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 6,383 | $665,491.7 | $967,854.29 | $302,362.59 | 45.43% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 539,471 | $56.44M | $86.18M | $29.74M | 52.69% |
Lance Johnson ROI Financial Advisors, LLC | 7,896 | $1.01M | $1.26M | $249,281.41 | 24.56% |
Angela Mari Abich Financial Wealth Management LLC | 5,094 | $565,072.31 | $791,811.36 | $226,739.05 | 40.13% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 3,076 | $373,914.16 | $470,458.85 | $96,544.69 | 25.82% |
Anne Wright Lummis Asset Management, LP | 20,627 | $2.33M | $3.21M | $874,394.93 | 37.5% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 5,739 | $660,410.23 | $892,070.16 | $231,659.93 | 35.08% |
Dennis R. Plyler FCG Investment Co | 2,765 | $326,818.37 | $429,791.6 | $102,973.23 | 31.51% |
Jennifer Lutz Trademark Financial Management, LLC | 2,764 | $316,683.39 | $429,636.16 | $112,952.77 | 35.67% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 5,072 | $693,484 | $788,391.68 | $94,907.68 | 13.69% |