| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 52,043 | $397,941.98 | $489,464.41 | $91,522.43 | 23% |
Christopher E. Jaccard Financial Alternatives Inc. | 12,466 | $96,736.03 | $117,616.71 | $20,880.68 | 21.59% |
| JC Jared Calvert Buck Wealth Strategies LLC | 300 | $2,892 | $2,830.5 | -$61.5 | -2.13% |
Scott Boyce Decker Retirement Planning Inc. | 204 | $1,793.32 | $1,914.54 | $121.22 | 6.76% |
Courtney Holt Compound Planning, Inc. | 51,778 | $420,834.64 | $488,266.54 | $67,431.9 | 16.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 250 | $2,067.57 | $2,387.5 | $319.93 | 15.47% |
James Rankin Modern Wealth Management, LLC | 18,953 | $156,968.26 | $179,105.85 | $22,137.59 | 14.1% |
Owen McCabe Tyche Wealth Partners LLC | 16,044 | $133,255.57 | $150,733.38 | $17,477.81 | 13.12% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 470,067 | $4M | $4.44M | $438,754.92 | 10.97% |
Ashley Meredith Abel Hall, LLC | 10,000 | $77,700 | $94,250 | $16,550 | 21.3% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 19,103 | $160,846.91 | $180,332.32 | $19,485.41 | 12.11% |
David Levy Diversified Enterprises LLC | 20,752 | $180,240.41 | $194,757.52 | $14,517.11 | 8.05% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 12,499 | $109,741 | $117,303.11 | $7,562.11 | 6.89% |
George Hall II One8Zero8 LLC | 69,900 | $594,858 | $657,409.5 | $62,551.5 | 10.52% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 54,885 | $461,710.58 | $516,193.42 | $54,482.84 | 11.8% |
| FG Fabian Guerra Guerra Advisors Inc. | 420 | $3,801 | $3,962.7 | $161.7 | 4.25% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 205 | $1,692 | $1,925.97 | $233.97 | 13.83% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 11,633 | $105,990.23 | $109,408.36 | $3,418.13 | 3.22% |
Ameriflex Group Inc. Ameriflex Group Inc. | 525 | $4,751.5 | $4,956 | $204.5 | 4.3% |
Kilter Group LLC Kilter Group LLC | 1 | $8.78 | $9.44 | $0.66 | 7.52% |