| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dane Grouell Turning Point Benefit Group, Inc. | 600 | $301,383.9 | $316,506 | $15,122.1 | 5.02% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,684 | $615,322.69 | $889,623.69 | $274,301 | 44.58% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,832 | $849,288 | $973,634.72 | $124,346.72 | 14.64% |
Mark Fonville Fonville Wealth Management LLC | 1,764 | $840,616.78 | $935,943.12 | $95,326.34 | 11.34% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,800 | $2M | $2.54M | $542,735.95 | 27.15% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 831 | $299,991.15 | $438,659.97 | $138,668.82 | 46.22% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,608 | $4.87M | $5.11M | $235,074.38 | 4.82% |
Anthony Blagrove Traveka Wealth, LLC | 5,130 | $2.04M | $2.73M | $683,042.67 | 33.41% |
Julie Beswick Advantage Trust Co | 2,363 | $1.03M | $1.26M | $226,463.01 | 21.99% |
Cody Gehman Stonebridge Financial Group, LLC | 8,368 | $4.44M | $4.43M | -$10,598.05 | -0.24% |
Wayne Atkins VCI Wealth Management LLC | 1,107 | $553,932 | $585,381.59 | $31,449.59 | 5.68% |
Kent Keister Bear Mountain Capital, Inc. | 675 | $245,304.02 | $357,588.01 | $112,283.99 | 45.77% |
Curtis Burkholder Bare Financial Services, Inc | 316 | $157,025.42 | $166,234.96 | $9,209.54 | 5.86% |
Thomas Hood Alternative Investment Advisors, LLC. | 1,362 | $630,160.76 | $719,027.01 | $88,866.25 | 14.1% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 2,094 | $966,880.23 | $1.11M | $147,420.93 | 15.25% |
Kevin Stillman Evernest Financial Advisors, LLC | 64,421 | $31.92M | $34.22M | $2.31M | 7.23% |
Keisuke Ichihara Rakuten Securities, Inc. | 315 | $163,273.22 | $167,598.9 | $4,325.68 | 2.65% |
Joshua Stipcich Tidemark, LLC | 2,446 | $1.01M | $1.29M | $279,911.95 | 27.67% |
Emily Priebe Priebe Wealth Holdings LLC | 11,048 | $4.05M | $5.84M | $1.79M | 44.31% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 12,594 | $5.24M | $6.66M | $1.42M | 27.05% |