| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 326 | $246,823.79 | $331,991.88 | $85,168.09 | 34.51% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 5,451 | $2.48M | $5.55M | $3.07M | 123.68% |
Carmen McClennon WR Wealth Planners, LLC | 191 | $84,073.83 | $194,510.58 | $110,436.75 | 131.36% |
Nathan Edwards IMG Wealth Management, Inc. | 607 | $353,497.78 | $630,788.29 | $277,290.51 | 78.44% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 30,971 | $31.32M | $32.12M | $800,290.91 | 2.55% |
David A Rozenson Fairscale Capital, LLC | 383 | $239,566.38 | $398,009.75 | $158,443.37 | 66.14% |
David Van Overeem RMR Capital Management, LLC | 1,696 | $654,265.69 | $1.73M | $1.07M | 163.99% |
Adam Jordan Paul R. Ried Financial Group, LLC | 310 | $219,402.5 | $315,697.8 | $96,295.3 | 43.89% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 210 | $212,388 | $218,229.89 | $5,841.89 | 2.75% |
Chad Warrick Summit Wealth Partners, LLC | 534 | $451,759 | $543,814.92 | $92,055.92 | 20.38% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 701 | $439,928.06 | $713,884.38 | $273,956.32 | 62.27% |
Heather Fowler A4 Wealth Advisors LLC | 795 | $680,873.21 | $809,612.1 | $128,738.89 | 18.91% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,591 | $1.36M | $2.75M | $1.39M | 102.2% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 290 | $230,942 | $307,510.2 | $76,568.2 | 33.15% |
John Gallagher Gallagher Capital Advisors, LLC | 301 | $173,601.04 | $319,174.38 | $145,573.34 | 83.86% |
Laurel Steward Mattson Financial Services, LLC | 6,094 | $2.8M | $6.21M | $3.41M | 121.7% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 404 | $306,381.27 | $411,425.52 | $105,044.25 | 34.29% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 47 | $31,970.5 | $47,863.86 | $15,893.36 | 49.71% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 263 | $150,594.82 | $267,833.94 | $117,239.12 | 77.85% |
Jesper Bonnivier Avanza Fonder AB | 23,876 | $14.9M | $24.31M | $9.41M | 63.17% |