| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kings Path Partners LLC Kings Path Partners LLC | 1,109 | $406,996.71 | $416,972.9 | $9,976.19 | 2.45% |
Kelly Dixon Cannon Financial Strategists, Inc. | 1,157 | $391,841.8 | $442,807.04 | $50,965.24 | 13.01% |
| FFL Farrell Financial LLC Farrell Financial LLC | 875 | $180,005.38 | $333,453.75 | $153,448.37 | 85.25% |
Andrew Bowers BridgePort Financial Solutions, LLC | 3,914 | $1.15M | $1.47M | $322,420.9 | 28.06% |
Carmen McClennon WR Wealth Planners, LLC | 329 | $71,723.07 | $125,194.37 | $53,471.3 | 74.55% |
Craig Small Symphony Financial Services, Inc. | 943 | $247,601 | $359,754.5 | $112,153.5 | 45.3% |
Matthew Richmond Richmond Investment Services, LLC | 3,057 | $1.32M | $1.17M | -$141,814.87 | -10.78% |
Nathan Edwards IMG Wealth Management, Inc. | 22 | $9,466 | $8,271.78 | -$1,194.22 | -12.62% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 553 | $219,159 | $210,256.13 | -$8,902.87 | -4.06% |
Chris Bulman Inc. Chris Bulman Inc | 805 | $345,516.3 | $307,244.36 | -$38,271.94 | -11.08% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 973 | $210,153.15 | $373,524.97 | $163,371.82 | 77.74% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 3,370 | $647,259.32 | $1.28M | $636,997.13 | 98.41% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 12,157 | $3.92M | $4.64M | $716,250.29 | 18.27% |
Rana Choubah Meridian Financial Advisors, LLC | 687 | $261,637 | $258,305.12 | -$3,331.88 | -1.27% |
David Van Overeem RMR Capital Management, LLC | 3,231 | $620,436.15 | $1.23M | $609,718.63 | 98.27% |
Adam Jordan Paul R. Ried Financial Group, LLC | 555 | $159,917.87 | $211,016.55 | $51,098.68 | 31.95% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,304 | $727,233.25 | $1.24M | $515,037.71 | 70.82% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,252 | $272,156.92 | $479,165.44 | $207,008.52 | 76.06% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 833 | $230,893.14 | $313,199.66 | $82,306.52 | 35.65% |
Samantha Cox Capital Investment Counsel, LLC | 565 | $209,752.21 | $212,434.34 | $2,682.13 | 1.28% |