| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 32,649 | $5.12M | $8.37M | $3.25M | 63.58% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 15,259 | $2.73M | $3.91M | $1.18M | 43.31% |
Mark Fonville Fonville Wealth Management LLC | 1,016 | $248,351.16 | $260,451.61 | $12,100.45 | 4.87% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 14,306 | $2.28M | $3.67M | $1.39M | 60.87% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 973 | $237,983.55 | $249,428.56 | $11,445.01 | 4.81% |
| MG Melissa Glennie Capital Management Associates, Inc | 12,672 | $2.25M | $3.25M | $999,518.2 | 44.44% |
Anthony Blagrove Traveka Wealth, LLC | 6,397 | $1.01M | $1.64M | $624,954.92 | 61.58% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,933 | $619,242.67 | $1.01M | $388,981.92 | 62.82% |
Julie Beswick Advantage Trust Co | 786 | $148,704.08 | $201,491.11 | $52,787.03 | 35.5% |
Cody Gehman Stonebridge Financial Group, LLC | 38,063 | $5.63M | $9.76M | $4.13M | 73.3% |
Wayne Atkins VCI Wealth Management LLC | 888 | $144,168.31 | $226,377.83 | $82,209.52 | 57.02% |
Kent Keister Bear Mountain Capital, Inc. | 130 | $21,712.26 | $33,325.5 | $11,613.24 | 53.49% |
Curtis Burkholder Bare Financial Services, Inc | 43 | $7,688.8 | $11,023.05 | $3,334.25 | 43.37% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,239 | $229,911.54 | $317,617.66 | $87,706.12 | 38.15% |
Kevin Stillman Evernest Financial Advisors, LLC | 10,172 | $1.77M | $2.59M | $818,498.09 | 46.12% |
Keisuke Ichihara Rakuten Securities, Inc. | 883 | $142,926.99 | $226,357.06 | $83,430.07 | 58.37% |
Joshua Stipcich Tidemark, LLC | 1,056 | $179,521.2 | $273,746.89 | $94,225.69 | 52.49% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 15,129 | $2.46M | $3.88M | $1.42M | 57.56% |
Andrea Butler Sequent Planning LLC | 1,788 | $306,253.28 | $458,353.82 | $152,100.54 | 49.66% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 965 | $245,195 | $250,156.96 | $4,961.96 | 2.02% |