| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,151 | $4.08M | $5.01M | $930,374.75 | 22.79% |
Kings Path Partners LLC Kings Path Partners LLC | 2 | $666.2 | $1,629.62 | $963.42 | 144.61% |
Kelly Dixon Cannon Financial Strategists, Inc. | 645 | $686,861 | $543,238.34 | -$143,622.66 | -20.91% |
Neisy Arnez Drucker Wealth 3.0, LLC | 933 | $448,816.88 | $760,217.73 | $311,400.85 | 69.38% |
Andrew Bowers BridgePort Financial Solutions, LLC | 527 | $254,483.78 | $429,404.87 | $174,921.09 | 68.74% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 8,092 | $3.11M | $6.59M | $3.48M | 112.05% |
Carmen McClennon WR Wealth Planners, LLC | 9,285 | $2.15M | $7.57M | $5.41M | 251.15% |
Craig Small Symphony Financial Services, Inc. | 293 | $207,650 | $238,739.33 | $31,089.33 | 14.97% |
Matthew Richmond Richmond Investment Services, LLC | 318 | $209,291.89 | $259,109.58 | $49,817.69 | 23.8% |
Nathan Edwards IMG Wealth Management, Inc. | 530 | $206,443.43 | $446,381.89 | $239,938.46 | 116.22% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 584 | $334,407 | $475,849.04 | $141,442.04 | 42.3% |
David A Rozenson Fairscale Capital, LLC | 253 | $92,761.24 | $213,084.18 | $120,322.94 | 129.71% |
Chris Bulman Inc. Chris Bulman Inc | 217 | $106,677.94 | $176,813.77 | $70,135.83 | 65.75% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,080 | $537,905.86 | $879,994.8 | $342,088.94 | 63.6% |
Scott Geppert Stonekeep Investments, LLC | 295 | $209,958.39 | $240,368.95 | $30,410.56 | 14.48% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 350 | $200,505 | $285,183.5 | $84,678.5 | 42.23% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 340 | $240,877 | $277,035.4 | $36,158.4 | 15.01% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 917 | $409,048.94 | $747,180.77 | $338,131.83 | 82.66% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 1,275 | $439,188.06 | $1.04M | $599,694.69 | 136.55% |
Jane King Fairfield Financial Advisors, LTD | 8,104 | $2.94M | $6.6M | $3.66M | 124.69% |