| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 36,691 | $4M | $4.42M | $420,045.18 | 10.5% |
Carmen McClennon WR Wealth Planners, LLC | 2,654 | $273,155.69 | $319,753.92 | $46,598.23 | 17.06% |
Nathan Edwards IMG Wealth Management, Inc. | 1,502 | $135,187.33 | $176,650.22 | $41,462.89 | 30.67% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 11,910 | $1.36M | $1.43M | $72,937.82 | 5.36% |
Alison Gould Persium Advisors, LLC | 5,698 | $558,037.12 | $686,495.04 | $128,457.92 | 23.02% |
Dorota Dziugiell Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 38,000 | $4.84M | $4.58M | -$258,400 | -5.34% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 23,260 | $3.01M | $2.74M | -$265,287.68 | -8.82% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 22,715 | $2.6M | $2.74M | $134,313.96 | 5.16% |
John Gallagher Gallagher Capital Advisors, LLC | 2,262 | $224,408.89 | $266,780.28 | $42,371.39 | 18.88% |
Laurel Steward Mattson Financial Services, LLC | 22,878 | $2.48M | $2.76M | $274,653.48 | 11.07% |
| EM Eric Myers Carrera Capital Advisors | 43,318 | $5.72M | $5.22M | -$498,988.36 | -8.73% |
Gregory A. Brown Brown Financial Advisors | 11,644 | $1.26M | $1.4M | $144,861.78 | 11.52% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,300 | $130,837 | $156,624 | $25,787 | 19.71% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 2,140 | $279,675.98 | $252,391.6 | -$27,284.38 | -9.76% |
Taryn Anderson YANKCOM Partnership | 6,784 | $700,134.11 | $817,336.32 | $117,202.21 | 16.74% |
Andrew Snider Maiden Cove Capital, LLC | 2,158 | $246,832.04 | $259,995.84 | $13,163.8 | 5.33% |
David Levy Diversified Enterprises LLC | 4,243 | $441,404.46 | $511,196.64 | $69,792.18 | 15.81% |
Pines Wealth Management LLC Pines Wealth Management LLC | 8,910 | $902,050.11 | $1.07M | $171,426.69 | 19% |
Matthew Riley Hickory Point Bank & Trust | 3,614 | $358,677.96 | $435,414.72 | $76,736.76 | 21.39% |
Jared Machen BWM Planning LLC | 3,710 | $393,161.36 | $446,980.8 | $53,819.44 | 13.69% |