| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 3,867 | $839,879.8 | $1.13M | $286,190.64 | 34.08% |
Carmen McClennon WR Wealth Planners, LLC | 23 | $4,806.78 | $6,697.6 | $1,890.82 | 39.34% |
Matthew Richmond Richmond Investment Services, LLC | 1,559 | $355,175.77 | $453,980.82 | $98,805.05 | 27.82% |
Nathan Edwards IMG Wealth Management, Inc. | 224 | $50,838.16 | $67,536 | $16,697.84 | 32.85% |
David A Rozenson Fairscale Capital, LLC | 19 | $4,374.12 | $5,728.5 | $1,354.38 | 30.96% |
Chris Bulman Inc. Chris Bulman Inc | 9,108 | $2.02M | $2.65M | $631,691.41 | 31.26% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 705 | $206,903 | $205,296.01 | -$1,606.99 | -0.78% |
Chad Warrick Summit Wealth Partners, LLC | 25,127 | $4.13M | $7.32M | $3.18M | 77.05% |
Alison Gould Persium Advisors, LLC | 948 | $204,673.68 | $276,057.61 | $71,383.93 | 34.88% |
Greg Reidy Granite FO LLC | 157 | $35,764 | $45,718.4 | $9,954.4 | 27.83% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 833 | $169,007.76 | $242,569.61 | $73,561.85 | 43.53% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 91 | $20,271.71 | $26,499.2 | $6,227.49 | 30.72% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 1,238 | $267,049.27 | $360,505.61 | $93,456.34 | 35% |
| EM Eric Myers Carrera Capital Advisors | 2,314 | $510,346.93 | $673,836.82 | $163,489.89 | 32.04% |
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 10,861 | $2.4M | $3.16M | $761,491.39 | 31.71% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 771 | $231,570 | $224,515.21 | -$7,054.79 | -3.05% |
John Quinn Safe Harbor Fiduciary, LLC | 16,658 | $3.68M | $4.85M | $1.17M | 31.95% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,415 | $329,540.43 | $412,048.01 | $82,507.58 | 25.04% |
Trent White Luminvest Wealth Management LLC | 924 | $206,177 | $269,068.81 | $62,891.81 | 30.5% |
Taryn Anderson YANKCOM Partnership | 1,201 | $265,478.58 | $349,731.21 | $84,252.63 | 31.74% |