| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 8,835 | $1.44M | $2.96M | $1.51M | 104.54% |
Kings Path Partners LLC Kings Path Partners LLC | 300 | $91,605 | $100,047 | $8,442 | 9.22% |
Kelly Dixon Cannon Financial Strategists, Inc. | 2,045 | $772,499 | $693,132.3 | -$79,366.7 | -10.27% |
| FFL Farrell Financial LLC Farrell Financial LLC | 954 | $355,412.66 | $313,627.5 | -$41,785.16 | -11.76% |
Neisy Arnez Drucker Wealth 3.0, LLC | 7,739 | $1.88M | $2.58M | $700,744.12 | 37.23% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 1,403 | $393,753.72 | $481,446.46 | $87,692.74 | 22.27% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 32,064 | $4.54M | $10.82M | $6.28M | 138.12% |
Carmen McClennon WR Wealth Planners, LLC | 986 | $137,248.75 | $334,618.82 | $197,370.07 | 143.8% |
Craig Small Symphony Financial Services, Inc. | 3,899 | $1.2M | $1.34M | $138,164.67 | 11.52% |
Matthew Richmond Richmond Investment Services, LLC | 583 | $201,778.91 | $197,176.43 | -$4,602.48 | -2.28% |
Nathan Edwards IMG Wealth Management, Inc. | 170 | $64,218 | $56,570.9 | -$7,647.1 | -11.91% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 1,789 | $306,913.36 | $608,707.25 | $301,793.89 | 98.33% |
David A Rozenson Fairscale Capital, LLC | 5,527 | $966,884.16 | $1.84M | $875,955.81 | 90.6% |
Chris Bulman Inc. Chris Bulman Inc | 1,329 | $411,984.53 | $448,603.95 | $36,619.42 | 8.89% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,534 | $724,431.56 | $833,052.5 | $108,620.94 | 14.99% |
Scott Geppert Stonekeep Investments, LLC | 626 | $236,076.38 | $215,550.57 | -$20,525.81 | -8.69% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 4,244 | $1.22M | $1.43M | $208,712.8 | 17.06% |
Rana Choubah Meridian Financial Advisors, LLC | 893 | $249,889.28 | $298,529.9 | $48,640.62 | 19.46% |
Adam Jordan Paul R. Ried Financial Group, LLC | 554 | $209,274 | $188,498.5 | -$20,775.5 | -9.93% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 975 | $342,410 | $337,593.75 | -$4,816.25 | -1.41% |