| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MG Melissa Glennie Capital Management Associates, Inc | 3,776 | $340,870.85 | $446,776.32 | $105,905.47 | 31.07% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 183,929 | $17.18M | $21.76M | $4.58M | 26.64% |
Julie Beswick Advantage Trust Co | 800 | $99,336 | $94,656 | -$4,680 | -4.71% |
Cody Gehman Stonebridge Financial Group, LLC | 119,513 | $12M | $14.14M | $2.14M | 17.85% |
Kent Keister Bear Mountain Capital, Inc. | 504 | $38,447.64 | $59,633.28 | $21,185.64 | 55.1% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,773 | $474,454.8 | $683,061.36 | $208,606.56 | 43.97% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,952 | $438,485.84 | $467,600.64 | $29,114.8 | 6.64% |
Joshua Stipcich Tidemark, LLC | 1,021 | $77,432 | $126,777.57 | $49,345.57 | 63.73% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,085 | $221,649.58 | $246,697.2 | $25,047.62 | 11.3% |
Jaran Day OPINICUS CAPITAL, INC. | 1,729 | $214,717 | $204,575.28 | -$10,141.72 | -4.72% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 102,804 | $7.98M | $12.16M | $4.19M | 52.51% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,200 | $233,519 | $260,304 | $26,785 | 11.47% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,014 | $109,531.11 | $119,976.48 | $10,445.37 | 9.54% |
Dustin Schick Evergreen Private Wealth LLC | 1,252 | $94,891.58 | $148,136.64 | $53,245.06 | 56.11% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,861 | $455,423.14 | $456,833.52 | $1,410.38 | 0.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,472 | $1.79M | $1.93M | $131,277.6 | 7.32% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 77,021 | $6.16M | $9.11M | $2.96M | 48.02% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,892 | $371,212.6 | $607,439.64 | $236,227.04 | 63.64% |
Matthew Stead Sachetta, LLC | 988 | $98,553.11 | $116,900.16 | $18,347.05 | 18.62% |
Ellwood Derricks Partnership Wealth Management, LLC | 25,647 | $2.39M | $3.03M | $642,001.5 | 26.83% |