| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 504 | $321,616.73 | $410,664.24 | $89,047.51 | 27.69% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,052 | $335,008.12 | $857,180.12 | $522,172 | 155.87% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 399 | $424,896 | $325,109.19 | -$99,786.81 | -23.48% |
| MG Melissa Glennie Capital Management Associates, Inc | 7,312 | $3.38M | $5.96M | $2.58M | 76.34% |
Anthony Blagrove Traveka Wealth, LLC | 1,350 | $434,858.66 | $1.1M | $665,134.84 | 152.95% |
Christopher Dodds Crown Oak Advisors, LLC | 5,034 | $1.49M | $4.1M | $2.61M | 175.58% |
Julie Beswick Advantage Trust Co | 518 | $451,467.97 | $422,071.58 | -$29,396.39 | -6.51% |
Cody Gehman Stonebridge Financial Group, LLC | 1,635 | $639,687.41 | $1.33M | $692,526.94 | 108.26% |
Kent Keister Bear Mountain Capital, Inc. | 298 | $86,082.61 | $242,813.38 | $156,730.77 | 182.07% |
Curtis Burkholder Bare Financial Services, Inc | 67 | $46,933.34 | $54,592.27 | $7,658.93 | 16.32% |
Thomas Hood Alternative Investment Advisors, LLC. | 594 | $244,018.63 | $483,997.14 | $239,978.51 | 98.34% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,539 | $930,781.25 | $3.08M | $2.15M | 231.2% |
Keisuke Ichihara Rakuten Securities, Inc. | 182 | $97,879.81 | $148,295.42 | $50,415.61 | 51.51% |
Joshua Stipcich Tidemark, LLC | 2,427 | $794,391.16 | $2.04M | $1.25M | 157.32% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,353 | $521,382.14 | $1.1M | $581,055.79 | 111.45% |
Andrea Butler Sequent Planning LLC | 285 | $202,079 | $232,220.85 | $30,141.85 | 14.92% |
Jaran Day OPINICUS CAPITAL, INC. | 1,953 | $795,231.99 | $1.59M | $796,091.94 | 100.11% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,175 | $351,479.59 | $957,401.75 | $605,922.16 | 172.39% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 12,151 | $3.6M | $9.9M | $6.3M | 175.06% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,437 | $727,257 | $1.99M | $1.26M | 173.04% |