| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 4,148 | $1.68M | $1.76M | $78,360.88 | 4.67% |
David W. Marrazzo Guardian Asset Advisors, LLC | 1,157 | $307,567.43 | $472,495.66 | $164,928.23 | 53.62% |
Joel mittelman Mittelman Wealth Management | 1,972 | $690,563.57 | $834,925.1 | $144,361.53 | 20.9% |
Kevyn Hill Hilltop National Bank | 3,568 | $1.03M | $1.46M | $429,408.84 | 41.78% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 1,678 | $687,155 | $710,314.18 | $23,159.18 | 3.37% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 535 | $192,863.53 | $227,599.71 | $34,736.18 | 18.01% |
Venkatram Krishnamurthy V2 Financial group LLC | 1,200 | $254,208 | $507,972 | $253,764 | 99.83% |
Adam Stalnaker Rockport Wealth LLC | 1,048 | $355,869 | $427,982.24 | $72,113.24 | 20.26% |
| HAS Hayley A. Snell LRI Investments, LLC | 96 | $27,485 | $39,204.48 | $11,719.48 | 42.64% |
Kelly Financial Services LLC Kelly Financial Services LLC | 888 | $303,537.21 | $362,641.44 | $59,104.23 | 19.47% |
Jade Eagles WEALTHGARDEN F.S. LLC | 895 | $291,046.42 | $365,500.1 | $74,453.68 | 25.58% |
Denise Ledden Trust Co of Tennessee | 10,664 | $3.8M | $4.35M | $552,608.32 | 14.53% |
Beth Steinhaus Breakwater Investment Management | 86 | $24,770.61 | $36,219.76 | $11,449.15 | 46.22% |
Bruce Barton Parkworth Wealth Management, Inc. | 742 | $238,954.89 | $303,017.96 | $64,063.07 | 26.81% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 1,000 | $322,159.74 | $420,950 | $98,790.26 | 30.66% |
Henry Pizzutello HFG Wealth Management, LLC | 552 | $225,946 | $233,645.04 | $7,699.04 | 3.41% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,148 | $1.51M | $1.69M | $186,318.95 | 12.36% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,284 | $385,577.93 | $524,359.92 | $138,781.99 | 35.99% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 529 | $193,339.03 | $216,033.02 | $22,693.99 | 11.74% |
Andrew Bowers BridgePort Financial Solutions, LLC | 560 | $229,320 | $228,692.8 | -$627.2 | -0.27% |