| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Wagner Valued Wealth Advisors LLC | 1,065 | $77,825.35 | $105,094.2 | $27,268.85 | 35.04% |
Mark Fonville Fonville Wealth Management LLC | 3,554 | $286,565.31 | $353,463.07 | $66,897.76 | 23.34% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 7,410 | $503,891.35 | $733,664.1 | $229,772.75 | 45.6% |
Alan Gilmore Private Wealth Management Group, LLC | 2,503 | $216,611.39 | $247,947.18 | $31,335.79 | 14.47% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 61,215 | $4.2M | $6.07M | $1.87M | 44.68% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 114 | $9,463.1 | $11,341.86 | $1,878.76 | 19.85% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,311 | $129,943 | $129,408.81 | -$534.19 | -0.41% |
Patrick Gaul Oceanside Advisors LLC | 18,920 | $1.33M | $1.87M | $536,523.32 | 40.2% |
Janice M. Powell Diversify Advisory Services, LLC | 10,300 | $1.01M | $1.02M | $6,434.5 | 0.63% |
| HAS Hayley A. Snell LRI Investments, LLC | 1,451 | $108,351.58 | $144,069.79 | $35,718.21 | 32.97% |
Bruce Barton Parkworth Wealth Management, Inc. | 385 | $27,830.18 | $38,140.02 | $10,309.84 | 37.05% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,300 | $983,622.37 | $1.02M | $36,747.13 | 3.74% |
Kings Path Partners LLC Kings Path Partners LLC | 90 | $8,919 | $8,897.85 | -$21.15 | -0.24% |
Carmen McClennon WR Wealth Planners, LLC | 27,618 | $1.72M | $2.74M | $1.02M | 59.44% |
Jared Machen BWM Planning LLC | 2,875 | $284,920 | $284,811.87 | -$108.13 | -0.04% |
FMB Wealth Management FMB Wealth Management | 62,065 | $4.35M | $6.15M | $1.8M | 41.45% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 3,629 | $359,634 | $361,103.64 | $1,469.64 | 0.41% |
Yardley Wealth Management LLC Yardley Wealth Management LLC | 33,830 | $2.61M | $3.34M | $726,289.55 | 27.84% |
Melinda Trachsel Fiduciary Advisors Inc. | 1,036 | $101,992.26 | $102,263.56 | $271.3 | 0.27% |
Lyn Dippel Curio Wealth LLC | 19,674 | $1.63M | $1.95M | $318,322.89 | 19.52% |