| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Argentarii LLC Argentarii, LLC | 5,500 | $1.41M | $2.04M | $634,665.05 | 45.05% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 1,141 | $363,762.68 | $423,927.15 | $60,164.47 | 16.54% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 37,629 | $15.71M | $13.98M | -$1.73M | -10.99% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,574 | $354,662.52 | $584,803.98 | $230,141.46 | 64.89% |
Kings Path Partners LLC Kings Path Partners LLC | 1,109 | $406,996.71 | $412,037.87 | $5,041.16 | 1.24% |
Kelly Dixon Cannon Financial Strategists, Inc. | 1,157 | $391,841.8 | $461,076.08 | $69,234.28 | 17.67% |
| FFL Farrell Financial LLC Farrell Financial LLC | 875 | $180,005.38 | $325,097.51 | $145,092.13 | 80.6% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,914 | $1.15M | $1.45M | $305,003.68 | 26.54% |
Carmen McClennon WR Wealth Planners, LLC | 329 | $71,723.07 | $122,236.66 | $50,513.59 | 70.43% |
Craig Small Symphony Financial Services, Inc. | 943 | $247,601 | $350,362.23 | $102,761.23 | 41.5% |
Matthew Richmond Richmond Investment Services, LLC | 3,057 | $1.32M | $1.14M | -$179,599.36 | -13.65% |
Nathan Edwards IMG Wealth Management, Inc. | 22 | $9,466 | $8,767.22 | -$698.78 | -7.38% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 553 | $219,159 | $205,461.63 | -$13,697.37 | -6.25% |
Chris Bulman Inc. Chris Bulman Inc | 805 | $345,516.3 | $299,089.71 | -$46,426.59 | -13.44% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 973 | $210,153.15 | $361,508.43 | $151,355.28 | 72.02% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 3,370 | $647,259.32 | $1.25M | $604,830.51 | 93.44% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 12,077 | $3.89M | $4.49M | $596,008.02 | 15.32% |
David Van Overeem RMR Capital Management, LLC | 3,231 | $620,436.15 | $1.2M | $580,009.62 | 93.48% |
Adam Jordan Paul R. Ried Financial Group, LLC | 555 | $159,917.87 | $206,204.71 | $46,286.84 | 28.94% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,304 | $727,233.25 | $1.23M | $500,334.94 | 68.8% |