| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,085 | $2.26M | $2.75M | $487,865.16 | 21.58% |
Neisy Arnez Drucker Wealth 3.0, LLC | 669 | $251,064 | $227,473.37 | -$23,590.63 | -9.4% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 6,594 | $1.87M | $2.24M | $369,206.03 | 19.71% |
Carmen McClennon WR Wealth Planners, LLC | 2,093 | $567,265.68 | $711,661.84 | $144,396.16 | 25.45% |
Nathan Edwards IMG Wealth Management, Inc. | 43 | $12,241.91 | $14,584.31 | $2,342.4 | 19.13% |
| GHH Grace H. Holt GG Group Ventures, LLC | 1,528 | $470,242 | $519,550.54 | $49,308.54 | 10.49% |
David A Rozenson Fairscale Capital, LLC | 39 | $12,157 | $13,227.63 | $1,070.63 | 8.81% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 962 | $361,058 | $319,297.42 | -$41,760.58 | -11.57% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 4,631 | $1.39M | $1.5M | $106,622.75 | 7.67% |
| FGS Frederic G Sauer Orion Investment Co | 11,100 | $3.34M | $3.68M | $340,781.6 | 10.19% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,412 | $457,394.82 | $456,259.56 | -$1,135.26 | -0.25% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,464 | $1.68M | $1.86M | $174,137.19 | 10.34% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 12 | $3,379.27 | $4,080.24 | $700.97 | 20.74% |
Jesper Bonnivier Avanza Fonder AB | 18,708 | $5.63M | $6.36M | $730,521.58 | 12.97% |
Brent Peacock KP Management LLC | 12,000 | $3.33M | $3.9M | $569,100.12 | 17.1% |
David Levy Diversified Enterprises LLC | 951 | $265,284.33 | $323,359.01 | $58,074.68 | 21.89% |
Matthew Riley Hickory Point Bank & Trust | 48 | $13,338 | $16,320.96 | $2,982.96 | 22.36% |
Seneschal Advisors LLC Seneschal Advisors LLC | 2 | $703 | $649.64 | -$53.36 | -7.59% |
Curtis Harrell Tounjian Advisory Partners LLC | 113 | $42,411 | $38,326.21 | -$4,084.79 | -9.63% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 759 | $284,737 | $258,075.17 | -$26,661.83 | -9.36% |