| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 94,734 | $20.77M | $24.29M | $3.51M | 16.92% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 13,169 | $1.95M | $3.38M | $1.42M | 72.9% |
Kings Path Partners LLC Kings Path Partners LLC | 1,099 | $160,629.78 | $281,728.66 | $121,098.88 | 75.39% |
Kelly Dixon Cannon Financial Strategists, Inc. | 3,252 | $554,276.56 | $843,015.99 | $288,739.43 | 52.09% |
| FFL Farrell Financial LLC Farrell Financial LLC | 2,127 | $449,341.9 | $545,256.47 | $95,914.57 | 21.35% |
David Archibald Squire Investment Management Company, LLC | 989 | $242,089.14 | $253,530.16 | $11,441.02 | 4.73% |
Neisy Arnez Drucker Wealth 3.0, LLC | 23,313 | $4.03M | $5.98M | $1.95M | 48.37% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 1,044 | $193,517.36 | $267,629.41 | $74,112.05 | 38.3% |
Andrew Bowers BridgePort Financial Solutions, LLC | 5,466 | $938,059.1 | $1.4M | $463,150.05 | 49.37% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 17,251 | $2.72M | $4.42M | $1.7M | 62.47% |
Carmen McClennon WR Wealth Planners, LLC | 7,282 | $1.16M | $1.87M | $702,317.28 | 60.31% |
Craig Small Symphony Financial Services, Inc. | 1,220 | $177,507.32 | $312,747.01 | $135,239.69 | 76.19% |
Nathan Edwards IMG Wealth Management, Inc. | 3,620 | $538,762.64 | $938,412.64 | $399,650 | 74.18% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 7,902 | $1.64M | $2.03M | $390,358.87 | 23.87% |
David A Rozenson Fairscale Capital, LLC | 3,779 | $570,697.13 | $979,630.21 | $408,933.08 | 71.66% |
Chris Bulman Inc. Chris Bulman Inc | 1,353 | $285,414.12 | $346,841.56 | $61,427.44 | 21.52% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 4,330 | $661,451.51 | $1.11M | $448,544.03 | 67.81% |
Scott Geppert Stonekeep Investments, LLC | 1,999 | $496,377.27 | $512,443.67 | $16,066.4 | 3.24% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 1,902 | $352,668.9 | $487,577.72 | $134,908.82 | 38.25% |
Rana Choubah Meridian Financial Advisors, LLC | 2,215 | $371,239.06 | $567,815.27 | $196,576.21 | 52.95% |