| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 560 | $114,810.37 | $140,526.4 | $25,716.03 | 22.4% |
Steven JE Manders BKM Wealth Management, LLC | 1,180 | $226,973.45 | $296,109.2 | $69,135.75 | 30.46% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,882 | $383,704.68 | $472,269.08 | $88,564.4 | 23.08% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 4,570 | $834,312.05 | $1.15M | $312,483.75 | 37.45% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 802 | $201,815 | $201,253.88 | -$561.12 | -0.28% |
Mark Heider Peirce Capital Management, LLC | 873 | $219,794 | $219,070.62 | -$723.38 | -0.33% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,503 | $1.74M | $2.6M | $865,991.09 | 49.81% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,145 | $288,128 | $287,326.3 | -$801.7 | -0.28% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,214 | $3.12M | $4.07M | $953,095.24 | 30.59% |
Mark Fonville Fonville Wealth Management LLC | 1,522 | $260,553.2 | $381,930.68 | $121,377.48 | 46.58% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,522 | $1.61M | $2.13M | $520,121 | 32.39% |
| MG Melissa Glennie Capital Management Associates, Inc | 853 | $214,712 | $214,051.82 | -$660.18 | -0.31% |
Anthony Blagrove Traveka Wealth, LLC | 3,731 | $639,591.11 | $936,257.14 | $296,666.03 | 46.38% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 958 | $199,811.96 | $240,400.52 | $40,588.56 | 20.31% |
Julie Beswick Advantage Trust Co | 939 | $157,600.73 | $235,632.66 | $78,031.93 | 49.51% |
Cody Gehman Stonebridge Financial Group, LLC | 2,100 | $398,709.99 | $526,974 | $128,264.01 | 32.17% |
Wayne Atkins VCI Wealth Management LLC | 9,136 | $2.3M | $2.23M | -$71,626.2 | -3.12% |
Kent Keister Bear Mountain Capital, Inc. | 114 | $21,658.62 | $28,607.16 | $6,948.54 | 32.08% |
Curtis Burkholder Bare Financial Services, Inc | 30 | $6,946.17 | $7,528.2 | $582.03 | 8.38% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,010 | $1.12M | $1.47M | $347,367.47 | 31.07% |