| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,902 | $191,091.37 | $230,959.86 | $39,868.49 | 20.86% |
Kings Path Partners LLC Kings Path Partners LLC | 520 | $53,196 | $63,143.6 | $9,947.6 | 18.7% |
Kelly Dixon Cannon Financial Strategists, Inc. | 18,940 | $1.97M | $2.39M | $423,580.69 | 21.54% |
Andrew Bowers BridgePort Financial Solutions, LLC | 40,851 | $4.79M | $4.96M | $174,853.12 | 3.65% |
Carmen McClennon WR Wealth Planners, LLC | 8,712 | $875,849.85 | $1.06M | $182,048.31 | 20.79% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 3,971 | $494,072 | $500,226.87 | $6,154.87 | 1.25% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 14,052 | $1.36M | $1.71M | $343,023.36 | 25.16% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 94,973 | $9.89M | $11.53M | $1.65M | 16.65% |
Heather Fowler A4 Wealth Advisors LLC | 2,134 | $243,025.05 | $259,131.62 | $16,106.57 | 6.63% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 9,716 | $965,608.4 | $1.18M | $214,205.48 | 22.18% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 9,616 | $1.09M | $1.22M | $125,253.13 | 11.44% |
JAMES ELIOS Elios Financial Group Inc. | 8,000 | $860,784.9 | $971,440 | $110,655.1 | 12.86% |
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 12,009 | $1.22M | $1.46M | $233,374.92 | 19.05% |
Andrew Snider Maiden Cove Capital, LLC | 7,211 | $747,987.36 | $875,631.73 | $127,644.37 | 17.07% |
David Levy Diversified Enterprises LLC | 6,823 | $714,074.69 | $828,516.89 | $114,442.2 | 16.03% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,773 | $370,984.03 | $458,155.39 | $87,171.36 | 23.5% |
Matthew Riley Hickory Point Bank & Trust | 4,174 | $404,168 | $506,848.82 | $102,680.82 | 25.41% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 12,317 | $1.19M | $1.5M | $302,992.77 | 25.4% |
Curtis Harrell Tounjian Advisory Partners LLC | 1,362 | $169,400 | $171,884.4 | $2,484.4 | 1.47% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 33,309 | $3.73M | $4.22M | $497,461.75 | 13.35% |