| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 5,911 | $232,280.95 | $275,511.71 | $43,230.76 | 18.61% |
Andy Bloom MB Generational Wealth, LLC | 6,928 | $295,825.5 | $322,013.44 | $26,187.94 | 8.85% |
Andrea Butler Sequent Planning LLC | 5,545 | $253,187.95 | $258,452.45 | $5,264.5 | 2.08% |
Christopher Griffith Stablepoint Partners, LLC | 5,848 | $207,655.28 | $272,575.28 | $64,920 | 31.26% |
David Novak Novak & Powell Financial Services, Inc. | 20,292 | $731,485.57 | $948,448.08 | $216,962.51 | 29.66% |
Michael Koch Counterweight Ventures, LLC | 6,675 | $237,296.08 | $310,480.95 | $73,184.87 | 30.84% |
David Millar Gen-Wealth Partners Inc | 260 | $9,139 | $12,118.6 | $2,979.6 | 32.6% |
Beth Steinhaus Breakwater Investment Management | 170 | $5,976 | $7,923.7 | $1,947.7 | 32.59% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 251,768 | $9.64M | $11.71M | $2.08M | 21.55% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 4,871 | $206,850.1 | $222,702.12 | $15,852.02 | 7.66% |
Jane King Fairfield Financial Advisors, LTD | 6,416 | $294,857.04 | $299,563.04 | $4,706 | 1.6% |
Teresa Coleman Creekside Partners | 6,703 | $234,282.34 | $313,298.22 | $79,015.88 | 33.73% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 18,872 | $659,765.49 | $878,114.16 | $218,348.67 | 33.09% |
Bradley Wilson Crews Bank & Trust | 2,735 | $95,616 | $127,478.35 | $31,862.35 | 33.32% |
| CL Chris Lein Partners Wealth Management LLC | 23,104 | $825,199.9 | $1.07M | $249,598.18 | 30.25% |
Columbia River Financial Group LLC Columbia River Financial Group LLC | 294,945 | $10.62M | $13.7M | $3.08M | 29.03% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 4,500 | $205,209 | $209,385 | $4,176 | 2.03% |
Manske Wealth Management Manske Wealth Management | 13,392 | $468,199.49 | $625,926.01 | $157,726.52 | 33.69% |