| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Grimes Centurion Wealth Management LLC | 9,122 | $197,399.7 | $258,471.87 | $61,072.17 | 30.94% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 13,905 | $408,807 | $395,944.87 | -$12,862.13 | -3.15% |
Jeffrey Steele Silverlake Wealth Management LLC | 87,039 | $2.03M | $2.46M | $429,559.19 | 21.16% |
Eugene Donato KENNEDY INVESTMENT GROUP | 41,382 | $859,259.06 | $1.18M | $317,645.02 | 36.97% |
Courtney Holt Compound Planning, Inc. | 24,998 | $698,608.94 | $711,193.1 | $12,584.16 | 1.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,978 | $49,057.21 | $55,878.5 | $6,821.29 | 13.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,622 | $289,732.2 | $302,939.44 | $13,207.24 | 4.56% |
Menachem Striks Morton Capital Management LLC/CA | 12,912 | $348,614.1 | $367,733.76 | $19,119.66 | 5.48% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 26,552 | $591,123.97 | $755,935.44 | $164,811.47 | 27.88% |
Ashley Meredith Abel Hall, LLC | 10,560 | $274,666 | $300,009.6 | $25,343.6 | 9.23% |
Michael Bailey MGB Wealth Management, LLC | 8,350 | $201,572.42 | $236,597.25 | $35,024.83 | 17.38% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,000 | $24,125 | $28,520 | $4,395 | 18.22% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 11,169 | $269,729.88 | $318,539.88 | $48,810 | 18.1% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 100 | $2,693 | $2,850 | $157 | 5.83% |
Heather Scully NWF Advisory Services Inc. | 7,500 | $220,500 | $212,062.5 | -$8,437.5 | -3.83% |
Bradley Wilson Crews Bank & Trust | 419 | $10,119 | $11,824.18 | $1,705.18 | 16.85% |
Navigoe LLC Navigoe LLC | 1,958 | $57,369.4 | $55,333.08 | -$2,036.32 | -3.55% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 100,946 | $2.48M | $2.86M | $382,093.56 | 15.42% |
Kilter Group LLC Kilter Group LLC | 1,600 | $43,088 | $45,632 | $2,544 | 5.9% |
Nicole Reese WPG Advisers LLC | 788 | $19,038.4 | $22,473.76 | $3,435.36 | 18.04% |