| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 3,148 | $131,205.84 | $202,699.72 | $71,493.88 | 54.49% |
Jay Kasting Landing Point Financial Group, LLC | 9,907 | $552,899.33 | $632,859.16 | $79,959.83 | 14.46% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 114,712 | $4.81M | $7.54M | $2.73M | 56.85% |
Brandt Sakakeeny Rockingstone Advisors LLC | 13,880 | $653,513.2 | $887,764.8 | $234,251.6 | 35.84% |
Argentarii LLC Argentarii, LLC | 4,000 | $218,840 | $262,960 | $44,120 | 20.16% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 41,996 | $2.14M | $2.67M | $533,885.61 | 24.94% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,530 | $200,481 | $232,062.2 | $31,581.2 | 15.75% |
Carmen McClennon WR Wealth Planners, LLC | 1,278 | $52,499.95 | $81,453.33 | $28,953.38 | 55.15% |
Nathan Edwards IMG Wealth Management, Inc. | 169 | $8,101.87 | $10,881.91 | $2,780.04 | 34.31% |
David A Rozenson Fairscale Capital, LLC | 590 | $26,131 | $37,990.1 | $11,859.1 | 45.38% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 8,301 | $368,128.32 | $534,501.39 | $166,373.07 | 45.19% |
Greg Reidy Granite FO LLC | 138 | $6,329 | $9,072.12 | $2,743.12 | 43.34% |
David Maddux Brightwater Advisory LLC | 3,617 | $205,409 | $230,366.73 | $24,957.73 | 12.15% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 110 | $4,600.26 | $7,002.6 | $2,402.34 | 52.22% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 5,340 | $257,598 | $343,842.6 | $86,244.6 | 33.48% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 15,452 | $1.06M | $1.02M | -$41,256.52 | -3.9% |
| EM Eric Myers Carrera Capital Advisors | 4,857 | $261,153.53 | $319,299.18 | $58,145.65 | 22.26% |
Teresa Coleman Creekside Partners | 4,204 | $202,801 | $276,370.96 | $73,569.96 | 36.28% |
Pines Wealth Management LLC Pines Wealth Management LLC | 22,584 | $937,805.54 | $1.48M | $546,866.62 | 58.31% |
Matthew Riley Hickory Point Bank & Trust | 627 | $35,607 | $40,372.53 | $4,765.53 | 13.38% |