| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 1,947 | $241,717 | $240,162.45 | -$1,554.55 | -0.64% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,700 | $282,690.46 | $331,290 | $48,599.54 | 17.19% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 5,310 | $483,746.31 | $656,303.26 | $172,556.95 | 35.67% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,776 | $340,870.85 | $465,618.56 | $124,747.71 | 36.6% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 185,730 | $17.41M | $22.9M | $5.49M | 31.52% |
Julie Beswick Advantage Trust Co | 800 | $99,336 | $98,240 | -$1,096 | -1.1% |
Cody Gehman Stonebridge Financial Group, LLC | 119,222 | $11.97M | $14.63M | $2.66M | 22.22% |
Kent Keister Bear Mountain Capital, Inc. | 504 | $38,447.64 | $61,853.4 | $23,405.76 | 60.88% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,778 | $475,081.08 | $701,911.44 | $226,830.36 | 47.75% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,952 | $438,485.84 | $487,281.6 | $48,795.76 | 11.13% |
Joshua Stipcich Tidemark, LLC | 1,021 | $77,432 | $126,267.07 | $48,835.07 | 63.07% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,085 | $221,649.58 | $254,724.45 | $33,074.87 | 14.92% |
Jaran Day OPINICUS CAPITAL, INC. | 1,729 | $214,717 | $214,862.83 | $145.83 | 0.07% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 102,804 | $7.98M | $12.63M | $4.66M | 58.41% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 2,200 | $233,519 | $271,898 | $38,379 | 16.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,014 | $109,531.11 | $125,431.8 | $15,900.69 | 14.52% |
Dustin Schick Evergreen Private Wealth LLC | 1,252 | $94,891.58 | $154,784.76 | $59,893.18 | 63.12% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,861 | $455,423.14 | $477,180.99 | $21,757.85 | 4.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,472 | $1.79M | $1.92M | $128,956.8 | 7.19% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 77,059 | $6.16M | $9.5M | $3.34M | 54.19% |