| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TW Taylor Wagner Valued Wealth Advisors LLC | 55 | $14,966.59 | $16,534.65 | $1,568.06 | 10.48% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 7,889 | $1.8M | $2.37M | $567,009.52 | 31.42% |
| CPC Charles P. Cocke Jr LB Partners LLC | 30,000 | $5.62M | $9.02M | $3.4M | 60.47% |
| AS Andrew Schiff TRITONPOINT WEALTH, LLC | 2,732 | $539,901.67 | $821,321.16 | $281,419.49 | 52.12% |
| HW Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,033 | $407,231.26 | $611,180.79 | $203,949.53 | 50.08% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,676 | $1.09M | $1.71M | $611,884.42 | 55.91% |
| AB Anthony Blagrove Traveka Wealth, LLC | 621 | $206,418.05 | $186,691.23 | -$19,726.82 | -9.56% |
| CG Cody Gehman Stonebridge Financial Group, LLC | 1,118 | $333,861.8 | $336,104.34 | $2,242.54 | 0.67% |
| KK Kent Keister Bear Mountain Capital, Inc. | 12 | $3,584.56 | $3,607.56 | $23 | 0.64% |
| CB Curtis Burkholder Bare Financial Services, Inc | 51 | $16,110.03 | $15,332.13 | -$777.9 | -4.83% |
| JS Joshua Stipcich Tidemark, LLC | 713 | $164,222.44 | $214,349.19 | $50,126.75 | 30.52% |
| RCA Rob C. Alston Jr Quadcap Wealth Management, LLC | 801 | $191,992.65 | $240,804.63 | $48,811.98 | 25.42% |
| JD Jaran Day OPINICUS CAPITAL, INC. | 1,188 | $337,476.91 | $357,148.44 | $19,671.53 | 5.83% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 981 | $223,364 | $294,918.03 | $71,554.03 | 32.03% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 687 | $168,908.64 | $206,532.81 | $37,624.17 | 22.27% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 13,976 | $2.66M | $4.2M | $1.54M | 57.82% |
| RD Rob Dainard Hara Capital LLC | 5 | $1,345 | $1,503.15 | $158.15 | 11.76% |
| KT KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 106 | $36,545.81 | $31,866.78 | -$4,679.03 | -12.8% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,311 | $384,974.97 | $394,125.93 | $9,150.96 | 2.38% |
| CC Christy Clarin Portfolio Design Labs, LLC | 3,965 | $1.32M | $1.19M | -$127,473.23 | -9.66% |