| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Greer GSG Advisors LLC | 8,457 | $300,319.72 | $333,055.27 | $32,735.55 | 10.9% |
James Rankin Modern Wealth Management, LLC | 38,254 | $1.54M | $1.53M | -$2,922.22 | -0.19% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 14,001 | $512,015.74 | $530,637.9 | $18,622.16 | 3.64% |
Amir Har-El Savvy Advisors, Inc. | 57,384 | $2.06M | $2.17M | $113,361.85 | 5.5% |
Luke Bunch OxenFree Capital LLC | 12,415 | $418,869.68 | $470,528.5 | $51,658.82 | 12.33% |
Adam Hill Bey-Douglas LLC | 6,356 | $208,373.48 | $240,892.4 | $32,518.92 | 15.61% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 138,452 | $4.86M | $5.25M | $391,320.59 | 8.06% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 23,092 | $813,099.46 | $900,257.78 | $87,158.32 | 10.72% |
Kayla Tweedy JBR Co Financial Management Inc | 35,232 | $1.24M | $1.34M | $92,980.4 | 7.48% |
Michael Stringer Lane & Associates LLC | 10,651 | $336,713.52 | $403,672.9 | $66,959.38 | 19.89% |
Janice M. Powell Diversify Advisory Services, LLC | 13,020 | $522,700.92 | $507,593.81 | -$15,107.11 | -2.89% |
Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 25,413 | $1.02M | $1.02M | -$1,941.09 | -0.19% |
Ronald Loyd Richardson VISTA INVESTMENT PARTNERS LLC | 38,680 | $1.25M | $1.47M | $214,302.05 | 17.12% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 13,020 | $439,602.13 | $493,458 | $53,855.87 | 12.25% |
Chad Warrick Summit Wealth Partners, LLC | 14,814 | $529,786.8 | $561,450.6 | $31,663.8 | 5.98% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 7,986 | $289,502.18 | $311,693.57 | $22,191.39 | 7.67% |
Tim Rowsey Lighthouse Wealth Management Inc. | 59,267 | $2.11M | $2.25M | $138,575.6 | 6.57% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 5,762 | $231,324 | $218,379.8 | -$12,944.2 | -5.6% |
| SAL Sylvest Advisors LLC Sylvest Advisors LLC | 306,096 | $9.84M | $11.6M | $1.76M | 17.89% |
Cathy Pareto Cathy Pareto & Associates Inc. | 8,745 | $293,494.78 | $331,435.5 | $37,940.72 | 12.93% |