| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 253 | $231,816.21 | $247,800.85 | $15,984.64 | 6.9% |
Argentarii LLC Argentarii, LLC | 5,389 | $4.93M | $5.28M | $347,321.9 | 7.04% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,099 | $729,791.98 | $1.08M | $346,623.57 | 47.5% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 12,671 | $11.25M | $12.41M | $1.17M | 10.36% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 256 | $240,829 | $250,739.2 | $9,910.2 | 4.12% |
Kings Path Partners LLC Kings Path Partners LLC | 84 | $71,399 | $82,273.8 | $10,874.8 | 15.23% |
Kelly Dixon Cannon Financial Strategists, Inc. | 277 | $255,260.58 | $271,307.65 | $16,047.07 | 6.29% |
| FFL Farrell Financial LLC Farrell Financial LLC | 520 | $352,475.98 | $509,314 | $156,838.02 | 44.5% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 2,894 | $2.67M | $2.83M | $164,828.6 | 6.17% |
Neisy Arnez Drucker Wealth 3.0, LLC | 844 | $786,578.43 | $826,655.8 | $40,077.37 | 5.1% |
Andrew Bowers BridgePort Financial Solutions, LLC | 273 | $270,066.93 | $267,389.85 | -$2,677.08 | -0.99% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 3,119 | $2.52M | $3.05M | $530,077.39 | 20.99% |
Carmen McClennon WR Wealth Planners, LLC | 218 | $135,722.81 | $213,520.1 | $77,797.29 | 57.32% |
Craig Small Symphony Financial Services, Inc. | 855 | $761,921.06 | $837,429.75 | $75,508.69 | 9.91% |
Matthew Richmond Richmond Investment Services, LLC | 536 | $505,315.93 | $524,985.2 | $19,669.27 | 3.89% |
Nathan Edwards IMG Wealth Management, Inc. | 289 | $265,506.08 | $283,061.05 | $17,554.97 | 6.61% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 369 | $338,849.29 | $361,417.05 | $22,567.76 | 6.66% |
David A Rozenson Fairscale Capital, LLC | 392 | $352,157.71 | $383,944.4 | $31,786.69 | 9.03% |
Chris Bulman Inc. Chris Bulman Inc | 1,421 | $1.21M | $1.39M | $179,139.35 | 14.77% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 355 | $325,883.77 | $347,704.75 | $21,820.98 | 6.7% |