| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 8,937 | $2.54M | $3.44M | $899,929.91 | 35.4% |
Carmen McClennon WR Wealth Planners, LLC | 401 | $115,116.02 | $154,449.16 | $39,333.14 | 34.17% |
Nathan Edwards IMG Wealth Management, Inc. | 57 | $17,435.36 | $23,425.86 | $5,990.5 | 34.36% |
David A Rozenson Fairscale Capital, LLC | 310 | $96,859.5 | $127,403.8 | $30,544.3 | 31.53% |
Chris Bulman Inc. Chris Bulman Inc | 656 | $216,643.25 | $252,664.96 | $36,021.71 | 16.63% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,080 | $315,900.57 | $415,972.8 | $100,072.23 | 31.68% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 664 | $240,448 | $277,020.8 | $36,572.8 | 15.21% |
Adam Jordan Paul R. Ried Financial Group, LLC | 577 | $188,857.66 | $222,237.32 | $33,379.66 | 17.67% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,163 | $301,573 | $447,941.08 | $146,368.08 | 48.53% |
Jane King Fairfield Financial Advisors, LTD | 4,758 | $1.23M | $1.99M | $758,248.9 | 61.81% |
Chad Warrick Summit Wealth Partners, LLC | 1,372 | $413,680.15 | $528,439.52 | $114,759.37 | 27.74% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 4,248 | $1.33M | $1.77M | $437,164.71 | 32.85% |
Samantha Cox Capital Investment Counsel, LLC | 20,071 | $5.89M | $7.73M | $1.84M | 31.32% |
Heather Fowler A4 Wealth Advisors LLC | 809 | $292,971 | $311,594.44 | $18,623.44 | 6.36% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,914 | $560,739.06 | $746,498.26 | $185,759.2 | 33.13% |
Greg Reidy Granite FO LLC | 10 | $3,222 | $3,851.6 | $629.6 | 19.54% |
Laurel Steward Mattson Financial Services, LLC | 3,231 | $1.01M | $1.24M | $237,572.88 | 23.59% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 652 | $236,102 | $271,349.36 | $35,247.36 | 14.93% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 25 | $7,387.97 | $9,629 | $2,241.03 | 30.33% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 940 | $276,172.46 | $391,209.2 | $115,036.74 | 41.65% |