| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 181,298 | $10.21M | $14.07M | $3.86M | 37.78% |
Argentarii LLC Argentarii, LLC | 10,175 | $683,963.5 | $789,681.75 | $105,718.25 | 15.46% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 220,458 | $15.46M | $17.11M | $1.65M | 10.64% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 38,384 | $2.23M | $2.98M | $744,186.41 | 33.3% |
Kings Path Partners LLC Kings Path Partners LLC | 10,459 | $561,143.13 | $811,722.99 | $250,579.86 | 44.66% |
David Archibald Squire Investment Management Company, LLC | 20,841 | $1.05M | $1.62M | $563,343.02 | 53.44% |
Neisy Arnez Drucker Wealth 3.0, LLC | 4,003 | $285,886.03 | $310,672.83 | $24,786.8 | 8.67% |
Andrew Bowers BridgePort Financial Solutions, LLC | 61,961 | $4.13M | $4.81M | $680,039.29 | 16.47% |
Carmen McClennon WR Wealth Planners, LLC | 4,368 | $226,911.29 | $339,000.48 | $112,089.19 | 49.4% |
Matthew Richmond Richmond Investment Services, LLC | 27,427 | $1.91M | $2.13M | $215,571.44 | 11.27% |
Nathan Edwards IMG Wealth Management, Inc. | 4 | $331 | $320.04 | -$10.96 | -3.31% |
David A Rozenson Fairscale Capital, LLC | 42 | $2,823 | $3,360.42 | $537.42 | 19.04% |
Chris Bulman Inc. Chris Bulman Inc | 34,652 | $2.09M | $2.69M | $595,678.23 | 28.45% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 7,434 | $397,742.92 | $576,952.74 | $179,209.82 | 45.06% |
Scott Geppert Stonekeep Investments, LLC | 8,074 | $563,138.3 | $626,623.14 | $63,484.84 | 11.27% |
Rana Choubah Meridian Financial Advisors, LLC | 14,959 | $1.05M | $1.16M | $109,426.87 | 10.41% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 13,035 | $867,180.18 | $1.01M | $144,466.17 | 16.66% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 3,562 | $216,131.1 | $276,446.82 | $60,315.72 | 27.91% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 5,022 | $262,714 | $389,757.42 | $127,043.42 | 48.36% |
Chad Warrick Summit Wealth Partners, LLC | 12,078 | $707,331.64 | $937,373.58 | $230,041.94 | 32.52% |