| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPP Kings Path Partners LLC Kings Path Partners LLC | 1,000 | $243,060 | $407,860 | $164,800 | 67.8% |
| FFL Farrell Financial LLC Farrell Financial LLC | 875 | $180,005.38 | $356,877.5 | $176,872.11 | 98.26% |
| RAS RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 893 | $210,404.23 | $364,218.98 | $153,814.75 | 73.1% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,507 | $999,273.3 | $1.43M | $431,091.72 | 43.14% |
Carmen McClennon WR Wealth Planners, LLC | 218 | $44,846.56 | $88,913.48 | $44,066.92 | 98.26% |
Craig Small Symphony Financial Services, Inc. | 943 | $243,481.94 | $384,611.98 | $141,130.04 | 57.96% |
Matthew Richmond Richmond Investment Services, LLC | 2,632 | $810,392.4 | $1.07M | $263,095.12 | 32.46% |
Nathan Edwards IMG Wealth Management, Inc. | 22 | $9,466 | $8,972.92 | -$493.08 | -5.21% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 553 | $219,159 | $225,546.58 | $6,387.58 | 2.91% |
| CBI Chris Bulman Inc. Chris Bulman Inc | 791 | $340,359 | $322,617.26 | -$17,741.74 | -5.21% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 973 | $210,153.15 | $396,847.78 | $186,694.63 | 88.84% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 3,370 | $647,259.32 | $1.37M | $727,228.88 | 112.35% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 12,077 | $3.89M | $4.93M | $1.03M | 26.59% |
David Van Overeem RMR Capital Management, LLC | 3,231 | $620,436.15 | $1.32M | $697,359.51 | 112.4% |
Adam Jordan Paul R. Ried Financial Group, LLC | 592 | $170,579.06 | $241,453.12 | $70,874.06 | 41.55% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,904 | $856,239.22 | $1.59M | $736,046.22 | 85.96% |
Chad Warrick Summit Wealth Partners, LLC | 4,383 | $1.5M | $1.79M | $292,234.3 | 19.54% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,291 | $280,542.32 | $526,547.26 | $246,004.94 | 87.69% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 833 | $230,893.14 | $339,747.38 | $108,854.24 | 47.14% |
Samantha Cox Capital Investment Counsel, LLC | 783 | $279,762.86 | $319,354.38 | $39,591.52 | 14.15% |