| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 4,129 | $1.29M | $1.8M | $505,649.23 | 39.16% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,213 | $678,653.84 | $963,451.68 | $284,797.84 | 41.97% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 8,937 | $2.54M | $3.89M | $1.35M | 53.19% |
Carmen McClennon WR Wealth Planners, LLC | 401 | $115,116.02 | $176,714.68 | $61,598.66 | 53.51% |
Nathan Edwards IMG Wealth Management, Inc. | 57 | $17,435.36 | $24,751.68 | $7,316.32 | 41.96% |
David A Rozenson Fairscale Capital, LLC | 310 | $96,859.5 | $134,732.2 | $37,872.7 | 39.1% |
Chris Bulman Inc. Chris Bulman Inc | 656 | $216,643.25 | $286,547.36 | $69,904.11 | 32.27% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,076 | $314,650.77 | $465,359.24 | $150,708.47 | 47.9% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 649 | $235,016.19 | $281,685.47 | $46,669.28 | 19.86% |
Adam Jordan Paul R. Ried Financial Group, LLC | 577 | $188,857.66 | $252,988.53 | $64,130.87 | 33.96% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 1,163 | $301,573 | $510,952.42 | $209,379.42 | 69.43% |
Jane King Fairfield Financial Advisors, LTD | 4,274 | $1.11M | $1.86M | $749,296.39 | 67.42% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 4,248 | $1.33M | $1.85M | $518,301.51 | 38.95% |
Samantha Cox Capital Investment Counsel, LLC | 20,059 | $5.88M | $8.74M | $2.85M | 48.49% |
Heather Fowler A4 Wealth Advisors LLC | 809 | $292,971 | $355,426.06 | $62,455.06 | 21.32% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,673 | $1.2M | $1.6M | $401,076.14 | 33.49% |
Greg Reidy Granite FO LLC | 10 | $3,222 | $4,261.1 | $1,039.1 | 32.25% |
Laurel Steward Mattson Financial Services, LLC | 3,355 | $1.05M | $1.46M | $410,662.19 | 39% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 652 | $236,102 | $283,463.52 | $47,361.52 | 20.06% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 25 | $7,387.97 | $10,820.75 | $3,432.78 | 46.46% |