| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kara Lilian Lynx Investment Advisory | 330 | $281,835.29 | $314,123.7 | $32,288.41 | 11.46% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 253 | $231,816.21 | $240,828.17 | $9,011.96 | 3.89% |
Argentarii LLC Argentarii, LLC | 5,389 | $4.93M | $5.13M | $198,801.11 | 4.03% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,099 | $729,791.98 | $1.05M | $316,335.14 | 43.35% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 32,762 | $31.19M | $31.19M | -$21.51 | - |
Kerri Hicken FULLCIRCLE WEALTH LLC | 256 | $240,829 | $243,683.84 | $2,854.84 | 1.19% |
Kings Path Partners LLC Kings Path Partners LLC | 84 | $71,399 | $79,958.76 | $8,559.76 | 11.99% |
Kelly Dixon Cannon Financial Strategists, Inc. | 722 | $671,768.87 | $684,304.37 | $12,535.5 | 1.87% |
| FFL Farrell Financial LLC Farrell Financial LLC | 351 | $255,016.6 | $334,113.39 | $79,096.79 | 31.02% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 2,461 | $2.27M | $2.34M | $69,682.38 | 3.07% |
Neisy Arnez Drucker Wealth 3.0, LLC | 802 | $750,878.84 | $763,415.79 | $12,536.95 | 1.67% |
Andrew Bowers BridgePort Financial Solutions, LLC | 332 | $325,287.38 | $316,027.48 | -$9,259.9 | -2.85% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 2,621 | $2.2M | $2.49M | $298,804.5 | 13.61% |
Carmen McClennon WR Wealth Planners, LLC | 188 | $119,543.33 | $178,955.32 | $59,411.99 | 49.7% |
Craig Small Symphony Financial Services, Inc. | 853 | $760,221.08 | $811,962.18 | $51,741.1 | 6.81% |
Matthew Richmond Richmond Investment Services, LLC | 231 | $228,225.12 | $219,886.59 | -$8,338.53 | -3.65% |
Nathan Edwards IMG Wealth Management, Inc. | 299 | $274,860.79 | $283,389.2 | $8,528.41 | 3.1% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 369 | $338,849.29 | $351,247.41 | $12,398.12 | 3.66% |
David A Rozenson Fairscale Capital, LLC | 392 | $352,157.71 | $371,533.67 | $19,375.96 | 5.5% |
Chris Bulman Inc. Chris Bulman Inc | 1,227 | $1.05M | $1.17M | $120,250.13 | 11.48% |