| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Patricia France Gilliland Jeter Wealth Management LLC | 7,923 | $396,467 | $440,083.03 | $43,616.03 | 11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 334 | $16,259 | $18,528.65 | $2,269.65 | 13.96% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 19,787 | $1.03M | $1.1M | $64,896.39 | 6.28% |
Kyle Jones Pineridge Advisors LLC | 568,174 | $29.68M | $31.5M | $1.82M | 6.14% |
Ashley Meredith Abel Hall, LLC | 10,000 | $528,000 | $554,350 | $26,350 | 4.99% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,555 | $187,704 | $196,893.67 | $9,189.67 | 4.9% |
Mark Finney McCarthy & Cox | 7,498 | $391,620.39 | $415,576.65 | $23,956.26 | 6.12% |
Brady Green GGM Financials LLC | 3,089 | $161,414.37 | $171,207.82 | $9,793.45 | 6.07% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 35,503 | $1.71M | $1.97M | $253,167.08 | 14.77% |
Matthew Richmond Richmond Investment Services, LLC | 274,642 | $13.74M | $15.21M | $1.47M | 10.68% |
Ricky Tawil American Alpha Advisors LLC | 105,427 | $5.25M | $5.85M | $593,223.28 | 11.29% |
Smart Wealth LLC Smart Wealth LLC | 22,021 | $1.1M | $1.21M | $105,915.65 | 9.61% |
Tandem Financial LLC Tandem Financial LLC | 63,191 | $3.16M | $3.48M | $319,114.19 | 10.09% |
Elizabeth Arce Sovran Advisors LLC | 4,234 | $224,141.69 | $233,653.29 | $9,511.6 | 4.24% |
| EJK Edward J. King Graney & King LLC | 372,385 | $18.16M | $20.55M | $2.39M | 13.16% |
| PW Potentia Wealth Potentia Wealth | 52,224 | $2.74M | $2.88M | $142,310.87 | 5.19% |
| RN Ron New Whipplewood Advisors LLC | 18,247 | $937,036.34 | $1.01M | $70,106.82 | 7.48% |
| DN Daniel Newman Noble Wealth Management PBC | 80 | $4,224 | $4,409.2 | $185.2 | 4.38% |
| BR Brian Runkles Frederick Financial Consultants LLC | 31,365 | $1.64M | $1.73M | $90,321.59 | 5.51% |
| TS Todd Stoner Disciplined Investors LLC | 4,839 | $242,144 | $266,435.34 | $24,291.34 | 10.03% |