| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 5,853 | $205,648.62 | $234,488.74 | $28,840.12 | 14.02% |
Jon Greer GSG Advisors LLC | 8,457 | $300,319.72 | $338,195.43 | $37,875.71 | 12.61% |
James Rankin Modern Wealth Management, LLC | 38,254 | $1.54M | $1.54M | $7,980.17 | 0.52% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 14,001 | $512,015.74 | $559,689.97 | $47,674.23 | 9.31% |
Amir Har-El Savvy Advisors, Inc. | 64,910 | $2.36M | $2.61M | $250,294.44 | 10.59% |
Luke Bunch OxenFree Capital LLC | 12,784 | $434,002.06 | $515,514.8 | $81,512.74 | 18.78% |
Adam Hill Bey-Douglas LLC | 6,356 | $208,373.48 | $255,638.32 | $47,264.84 | 22.68% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 140,972 | $4.96M | $5.68M | $722,582.43 | 14.58% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 23,092 | $813,099.46 | $929,222.08 | $116,122.62 | 14.28% |
Kayla Tweedy JBR Co Financial Management Inc | 34,942 | $1.23M | $1.4M | $170,236.84 | 13.8% |
Michael Stringer Lane & Associates LLC | 10,651 | $336,713.52 | $432,324.09 | $95,610.57 | 28.4% |
Janice M. Powell Diversify Advisory Services, LLC | 13,020 | $522,700.92 | $524,120.1 | $1,419.18 | 0.27% |
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 25,413 | $1.02M | $1.02M | $2,760.31 | 0.27% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 41,715 | $1.37M | $1.65M | $275,871.06 | 20.1% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 13,020 | $439,602.13 | $524,315.4 | $84,713.27 | 19.27% |
Tim Rowsey Lighthouse Wealth Management Inc. | 64,210 | $2.3M | $2.59M | $285,781.82 | 12.4% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 5,762 | $231,324 | $228,175.2 | -$3,148.8 | -1.36% |
| SAL Sylvest Advisors LLC Sylvest Advisors LLC | 306,096 | $9.84M | $12.33M | $2.49M | 25.34% |
Cathy Pareto Cathy Pareto & Associates Inc. | 8,686 | $291,604.33 | $352,834.01 | $61,229.68 | 21% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 483,627 | $17.04M | $19.11M | $2.07M | 12.16% |