| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 35,491 | $1.73M | $1.92M | $184,908.11 | 10.69% |
Kara Lilian Lynx Investment Advisory | 5,544 | $252,516.38 | $299,154.24 | $46,637.86 | 18.47% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 5,825 | $256,009 | $301,269 | $45,260 | 17.68% |
Argentarii LLC Argentarii, LLC | 33,651 | $1.81M | $1.82M | $7,997.83 | 0.44% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 4,007 | $228,157.55 | $216,217.72 | -$11,939.83 | -5.23% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 299,572 | $14.27M | $15.5M | $1.23M | 8.61% |
Neisy Arnez Drucker Wealth 3.0, LLC | 16,615 | $706,086.27 | $896,545.4 | $190,459.13 | 26.97% |
Andrew Bowers BridgePort Financial Solutions, LLC | 6,503 | $286,950.86 | $350,901.88 | $63,951.02 | 22.29% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 28,063 | $1.18M | $1.44M | $258,619.98 | 21.85% |
Carmen McClennon WR Wealth Planners, LLC | 1,189 | $37,437.53 | $61,786.38 | $24,348.85 | 65.04% |
Nathan Edwards IMG Wealth Management, Inc. | 2,518 | $126,386.5 | $129,400.02 | $3,013.52 | 2.38% |
David A Rozenson Fairscale Capital, LLC | 7,369 | $301,870.19 | $378,692.91 | $76,822.72 | 25.45% |
Chris Bulman Inc. Chris Bulman Inc | 3,905 | $222,501 | $210,713.8 | -$11,787.2 | -5.3% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 27,801 | $1.11M | $1.43M | $322,099.56 | 29.11% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,657 | $208,376 | $187,933.23 | -$20,442.77 | -9.81% |
Rana Choubah Meridian Financial Advisors, LLC | 5,106 | $172,199.59 | $275,519.76 | $103,320.17 | 60% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 4,376 | $222,188.16 | $224,882.64 | $2,694.48 | 1.21% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 99,362 | $4.28M | $5.11M | $825,314.93 | 19.28% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 3,645 | $207,706 | $188,410.05 | -$19,295.95 | -9.29% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 7,066 | $291,645.62 | $381,281.36 | $89,635.74 | 30.73% |