| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 53,492 | $434,683.74 | $508,708.92 | $74,025.18 | 17.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 407 | $3,366 | $3,870.57 | $504.57 | 14.99% |
James Rankin Modern Wealth Management, LLC | 18,953 | $156,968.26 | $185,549.87 | $28,581.61 | 18.21% |
Owen McCabe Tyche Wealth Partners LLC | 16,044 | $133,255.57 | $152,578.44 | $19,322.87 | 14.5% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 470,067 | $4M | $4.64M | $645,584.4 | 16.14% |
Ashley Meredith Abel Hall, LLC | 10,000 | $77,700 | $95,100 | $17,400 | 22.39% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 19,103 | $160,846.91 | $181,669.53 | $20,822.62 | 12.95% |
David Levy Diversified Enterprises LLC | 20,752 | $180,240.41 | $197,351.52 | $17,111.11 | 9.49% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 12,499 | $109,741 | $118,865.49 | $9,124.49 | 8.31% |
George Hall II One8Zero8 LLC | 69,900 | $594,858 | $678,729 | $83,871 | 14.1% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 54,885 | $461,710.58 | $521,956.35 | $60,245.77 | 13.05% |
| FG Fabian Guerra Guerra Advisors Inc. | 420 | $3,801 | $3,994.2 | $193.2 | 5.08% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 205 | $1,692 | $2,011.05 | $319.05 | 18.86% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 11,390 | $103,647.76 | $108,318.9 | $4,671.14 | 4.51% |
Ameriflex Group Inc. Ameriflex Group Inc. | 525 | $4,751.5 | $5,139.75 | $388.25 | 8.17% |
| KGL Kilter Group LLC Kilter Group LLC | 1 | $8.78 | $9.76 | $0.98 | 11.16% |
| CTC Caldwell Trust Co Caldwell Trust Co | 720 | $5,940 | $6,847.2 | $907.2 | 15.27% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 13,526 | $113,889 | $128,632.26 | $14,743.26 | 12.95% |
William F. Blake PMG Family Office LLC | 72,615 | $657,519.3 | $690,568.65 | $33,049.35 | 5.03% |