| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Archibald Squire Investment Management Company, LLC | 794 | $250,738.2 | $283,180.09 | $32,441.89 | 12.94% |
Neisy Arnez Drucker Wealth 3.0, LLC | 11,866 | $2.28M | $4.23M | $1.95M | 85.32% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 5,811 | $1.06M | $2.07M | $1.01M | 95.41% |
Andrew Bowers BridgePort Financial Solutions, LLC | 16,669 | $4.04M | $5.94M | $1.9M | 47.08% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 8,227 | $1.14M | $2.93M | $1.8M | 157.61% |
Carmen McClennon WR Wealth Planners, LLC | 3,482 | $386,411.47 | $1.24M | $855,443.8 | 221.38% |
Matthew Richmond Richmond Investment Services, LLC | 3,217 | $600,400.94 | $1.15M | $546,942.08 | 91.1% |
Nathan Edwards IMG Wealth Management, Inc. | 1,915 | $406,679.62 | $676,741.87 | $270,062.25 | 66.41% |
| GHH Grace H. Holt GG Group Ventures, LLC | 1,827 | $335,138.22 | $651,599.53 | $316,461.31 | 94.43% |
David A Rozenson Fairscale Capital, LLC | 7,391 | $1.37M | $2.61M | $1.25M | 91.29% |
Chris Bulman Inc. Chris Bulman Inc | 1,436 | $507,524 | $512,149.39 | $4,625.39 | 0.91% |
Scott Geppert Stonekeep Investments, LLC | 7,860 | $2.25M | $2.8M | $548,450.59 | 24.32% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,439 | $837,567.98 | $1.22M | $386,165.78 | 46.11% |
Rana Choubah Meridian Financial Advisors, LLC | 2,405 | $323,619.99 | $857,743.23 | $534,123.24 | 165.05% |
David Van Overeem RMR Capital Management, LLC | 5,280 | $774,736.48 | $1.88M | $1.11M | 143.06% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 8,257 | $2.59M | $2.94M | $347,123.91 | 13.4% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,513 | $297,588.68 | $534,679.09 | $237,090.41 | 79.67% |
Chad Warrick Summit Wealth Partners, LLC | 10,987 | $2.73M | $3.92M | $1.19M | 43.76% |
| TAL TPG Advisors LLC TPG Advisors LLC | 3,141 | $594,088.07 | $1.12M | $526,149.55 | 88.56% |
Eric Schmid Ted Buchan & Co | 14,155 | $1.56M | $5.05M | $3.49M | 223.35% |