| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 5,304 | $925,148.02 | $1.18M | $251,173.1 | 27.15% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 1,520 | $272,873.27 | $338,534.4 | $65,661.13 | 24.06% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,481 | $462,898.55 | $552,568.32 | $89,669.77 | 19.37% |
Carmen McClennon WR Wealth Planners, LLC | 1,295 | $275,528.88 | $287,205.1 | $11,676.22 | 4.24% |
Craig Small Symphony Financial Services, Inc. | 1,030 | $223,634 | $229,401.6 | $5,767.6 | 2.58% |
Nathan Edwards IMG Wealth Management, Inc. | 117 | $24,879.33 | $25,958.79 | $1,079.46 | 4.34% |
David A Rozenson Fairscale Capital, LLC | 279 | $51,908.13 | $62,138.88 | $10,230.75 | 19.71% |
Adam Jordan Paul R. Ried Financial Group, LLC | 18,060 | $3.28M | $4.02M | $741,497.1 | 22.6% |
| FGS Frederic G Sauer Orion Investment Co | 1,904 | $346,547.49 | $424,058.88 | $77,511.39 | 22.37% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 946 | $173,570.19 | $210,153.9 | $36,583.71 | 21.08% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 5,505 | $949,544.64 | $1.23M | $276,528.96 | 29.12% |
Greg Reidy Granite FO LLC | 874 | $132,882.6 | $194,657.28 | $61,774.68 | 46.49% |
Laurel Steward Mattson Financial Services, LLC | 2,776 | $506,883.97 | $618,853.68 | $111,969.71 | 22.09% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 15 | $2,655 | $3,317.25 | $662.25 | 24.94% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 4,051 | $835,932.95 | $899,322 | $63,389.05 | 7.58% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,447 | $268,626.01 | $322,275.84 | $53,649.83 | 19.97% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 724 | $130,089.51 | $160,308.08 | $30,218.57 | 23.23% |
Brent Peacock KP Management LLC | 24,500 | $4.3M | $5.46M | $1.15M | 26.77% |
Taryn Anderson YANKCOM Partnership | 44 | $9,553 | $9,767.12 | $214.12 | 2.24% |
Andrew Snider Maiden Cove Capital, LLC | 1,243 | $234,624 | $276,840.96 | $42,216.96 | 17.99% |