| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Krabbe Bank & Trust Co | 11,853 | $471,394 | $734,293.35 | $262,899.35 | 55.77% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 23,833 | $903,747.28 | $1.48M | $572,707.07 | 63.37% |
Bruce Barton Parkworth Wealth Management, Inc. | 1,147 | $50,780.98 | $71,056.65 | $20,275.67 | 39.93% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 18,069 | $806,809.63 | $1.12M | $312,564.92 | 38.74% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 35,491 | $1.73M | $2.24M | $514,619.5 | 29.74% |
Kara Lilian Lynx Investment Advisory | 5,544 | $252,516.38 | $343,450.8 | $90,934.42 | 36.01% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 5,825 | $256,009 | $360,858.75 | $104,849.75 | 40.96% |
Argentarii LLC Argentarii, LLC | 39,669 | $2.06M | $2.46M | $396,389.74 | 19.23% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 3,943 | $224,674 | $244,268.85 | $19,594.85 | 8.72% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 299,572 | $14.27M | $18.56M | $4.29M | 30.05% |
Neisy Arnez Drucker Wealth 3.0, LLC | 16,615 | $706,086.27 | $1.03M | $323,212.98 | 45.78% |
Andrew Bowers BridgePort Financial Solutions, LLC | 6,503 | $286,950.86 | $402,860.85 | $115,909.99 | 40.39% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 28,063 | $1.18M | $1.74M | $554,965.26 | 46.89% |
Carmen McClennon WR Wealth Planners, LLC | 1,189 | $37,437.53 | $73,658.55 | $36,221.02 | 96.75% |
Nathan Edwards IMG Wealth Management, Inc. | 2,518 | $126,386.5 | $159,036.88 | $32,650.38 | 25.83% |
David A Rozenson Fairscale Capital, LLC | 7,369 | $301,870.19 | $465,426.04 | $163,555.85 | 54.18% |
Chris Bulman Inc. Chris Bulman Inc | 3,905 | $222,501 | $241,914.75 | $19,413.75 | 8.73% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 27,801 | $1.11M | $1.72M | $615,678.12 | 55.64% |
Rana Choubah Meridian Financial Advisors, LLC | 5,151 | $173,714.96 | $319,104.45 | $145,389.49 | 83.69% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 34,737 | $1.56M | $2.15M | $595,424.19 | 38.25% |