| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,388 | $233,768.55 | $257,927.88 | $24,159.33 | 10.33% |
Brad Sayre Shared Vision Wealth Group LLC | 5,665 | $541,282.35 | $598,110.7 | $56,828.35 | 10.5% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 126,313 | $9.72M | $13.34M | $3.61M | 37.14% |
Mark Fonville Fonville Wealth Management LLC | 2,603 | $219,307.25 | $274,824.74 | $55,517.49 | 25.31% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 2,364 | $211,318 | $249,591.12 | $38,273.12 | 18.11% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,464 | $323,443.8 | $365,729.12 | $42,285.32 | 13.07% |
Julie Beswick Advantage Trust Co | 5,190 | $539,137 | $547,960.2 | $8,823.2 | 1.64% |
Kent Keister Bear Mountain Capital, Inc. | 1 | $73.81 | $105.58 | $31.77 | 43.04% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,758 | $283,796.69 | $403,721.94 | $119,925.25 | 42.26% |
Joshua Stipcich Tidemark, LLC | 1,148 | $86,520.21 | $123,995.48 | $37,475.27 | 43.31% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,124 | $532,281 | $540,991.92 | $8,710.92 | 1.64% |
Jaran Day OPINICUS CAPITAL, INC. | 7,651 | $629,589.34 | $807,792.58 | $178,203.24 | 28.3% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 3,249 | $261,804.79 | $350,924.49 | $89,119.7 | 34.04% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 3,225 | $247,342.78 | $349,912.5 | $102,569.72 | 41.47% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 6,559 | $495,060.46 | $692,499.22 | $197,438.76 | 39.88% |
JORDAN GREEN Valley Financial Group, Inc. | 4,674 | $372,641.99 | $507,783.36 | $135,141.37 | 36.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,148 | $843,401.84 | $992,558 | $149,156.16 | 17.69% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 4,625 | $348,982.81 | $488,307.5 | $139,324.69 | 39.92% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 9,547 | $991,767 | $1.01M | $16,205.26 | 1.63% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 8,956 | $804,460.46 | $945,574.48 | $141,114.02 | 17.54% |