| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brandt Sakakeeny Rockingstone Advisors LLC | 1,298 | $619,821.78 | $665,134.14 | $45,312.36 | 7.31% |
Dodd Disler Sagace Wealth Management LLC | 344 | $207,910 | $176,275.92 | -$31,634.08 | -15.21% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 572 | $277,787 | $293,109.96 | $15,322.96 | 5.52% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 539 | $246,903.65 | $276,199.77 | $29,296.12 | 11.86% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,899 | $3.75M | $4.05M | $295,499.31 | 7.87% |
Neisy Arnez Drucker Wealth 3.0, LLC | 499 | $249,889.58 | $255,702.57 | $5,812.99 | 2.33% |
Andrew Bowers BridgePort Financial Solutions, LLC | 923 | $441,911.79 | $472,972.89 | $31,061.1 | 7.03% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 9,392 | $4.58M | $4.81M | $234,618.49 | 5.12% |
Carmen McClennon WR Wealth Planners, LLC | 336 | $157,790.03 | $172,176.48 | $14,386.45 | 9.12% |
Craig Small Symphony Financial Services, Inc. | 1,838 | $848,650.02 | $941,846.34 | $93,196.32 | 10.98% |
Matthew Richmond Richmond Investment Services, LLC | 456 | $227,496.51 | $233,668.08 | $6,171.57 | 2.71% |
Nathan Edwards IMG Wealth Management, Inc. | 190 | $91,762.02 | $97,361.7 | $5,599.68 | 6.1% |
David A Rozenson Fairscale Capital, LLC | 429 | $201,020.64 | $219,832.47 | $18,811.83 | 9.36% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,168 | $569,812.41 | $598,518.24 | $28,705.83 | 5.04% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 572 | $317,884.78 | $293,109.96 | -$24,774.82 | -7.79% |
Rana Choubah Meridian Financial Advisors, LLC | 928 | $338,525.9 | $475,535.04 | $137,009.14 | 40.47% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 482 | $239,764.86 | $246,991.26 | $7,226.4 | 3.01% |
Chad Warrick Summit Wealth Partners, LLC | 703 | $279,250.35 | $360,238.29 | $80,987.94 | 29% |
| TAL TPG Advisors LLC TPG Advisors LLC | 459 | $212,499.76 | $235,205.37 | $22,705.61 | 10.68% |
Samantha Cox Capital Investment Counsel, LLC | 1,831 | $853,896.12 | $938,259.33 | $84,363.21 | 9.88% |