| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neisy Arnez Drucker Wealth 3.0, LLC | 19,763 | $3.02M | $3.75M | $731,585.86 | 24.23% |
Andrew Bowers BridgePort Financial Solutions, LLC | 1,481 | $230,953.63 | $281,078.99 | $50,125.35 | 21.7% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 20,740 | $3.9M | $3.94M | $41,184.06 | 1.06% |
Carmen McClennon WR Wealth Planners, LLC | 1,264 | $199,392.32 | $239,894.56 | $40,502.23 | 20.31% |
Matthew Richmond Richmond Investment Services, LLC | 2,176 | $316,487.77 | $412,983.04 | $96,495.24 | 30.49% |
Nathan Edwards IMG Wealth Management, Inc. | 332 | $48,663.19 | $63,010.28 | $14,347.08 | 29.48% |
David A Rozenson Fairscale Capital, LLC | 667 | $104,288.31 | $126,589.93 | $22,301.61 | 21.38% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,161 | $336,620.43 | $410,136.19 | $73,515.74 | 21.84% |
Serena Grunenwald GEN Financial Management, INC. | 1,142 | $177,341.62 | $216,740.18 | $39,398.54 | 22.22% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,062 | $329,033.44 | $391,346.98 | $62,313.52 | 18.94% |
Rana Choubah Meridian Financial Advisors, LLC | 1,860 | $246,685.23 | $353,009.4 | $106,324.15 | 43.1% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 4,589 | $666,373.58 | $870,946.31 | $204,572.68 | 30.7% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 5,145 | $803,466.13 | $976,469.55 | $173,003.37 | 21.53% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 2,317 | $338,632.17 | $439,743.43 | $101,111.24 | 29.86% |
Chad Warrick Summit Wealth Partners, LLC | 1,370 | $208,237.93 | $260,012.3 | $51,774.36 | 24.86% |
Eric Schmid Ted Buchan & Co | 1,509 | $230,019 | $286,393.11 | $56,374.09 | 24.51% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 5,700 | $919,387.17 | $1.08M | $162,415.78 | 17.67% |
Samantha Cox Capital Investment Counsel, LLC | 76,962 | $11.77M | $14.61M | $2.84M | 24.12% |
| FGS Frederic G Sauer Orion Investment Co | 1,817 | $284,215.57 | $344,848.43 | $60,632.84 | 21.33% |
Heather Fowler A4 Wealth Advisors LLC | 2,070 | $321,434.03 | $392,865.3 | $71,431.25 | 22.22% |