| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCA City Center Advisors LLC City Center Advisors, LLC | 537 | $245,987.49 | $272,379.82 | $26,392.33 | 10.73% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 14,710 | $7.87M | $7.5M | -$373,352.15 | -4.74% |
Neisy Arnez Drucker Wealth 3.0, LLC | 537 | $269,260.17 | $264,177.15 | -$5,083.02 | -1.89% |
Andrew Bowers BridgePort Financial Solutions, LLC | 923 | $441,911.79 | $480,126.14 | $38,214.35 | 8.65% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 9,392 | $4.58M | $4.76M | $186,437.53 | 4.07% |
Carmen McClennon WR Wealth Planners, LLC | 358 | $168,483.63 | $185,486.96 | $17,003.33 | 10.09% |
Craig Small Symphony Financial Services, Inc. | 1,605 | $741,068.17 | $831,133.2 | $90,065.03 | 12.15% |
Matthew Richmond Richmond Investment Services, LLC | 479 | $241,391.54 | $236,997.22 | -$4,394.32 | -1.82% |
Nathan Edwards IMG Wealth Management, Inc. | 190 | $91,762.02 | $93,358.4 | $1,596.38 | 1.74% |
David A Rozenson Fairscale Capital, LLC | 429 | $201,020.64 | $217,541.61 | $16,520.97 | 8.22% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 1,148 | $560,470.42 | $582,380.4 | $21,909.98 | 3.91% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 572 | $317,884.78 | $290,055.48 | -$27,829.3 | -8.75% |
Rana Choubah Meridian Financial Advisors, LLC | 928 | $338,525.9 | $470,774.4 | $132,248.5 | 39.07% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 532 | $269,984.31 | $269,883.6 | -$100.71 | -0.04% |
Chad Warrick Summit Wealth Partners, LLC | 1,251 | $610,496.85 | $648,168.12 | $37,671.27 | 6.17% |
| TAL TPG Advisors LLC TPG Advisors LLC | 435 | $201,388.66 | $220,675.5 | $19,286.84 | 9.58% |
Samantha Cox Capital Investment Counsel, LLC | 1,831 | $853,896.12 | $928,133.9 | $74,237.78 | 8.69% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 828 | $398,846.15 | $421,899.12 | $23,052.97 | 5.78% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 905 | $429,746.52 | $468,898.6 | $39,152.08 | 9.11% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 1,513 | $703,955.08 | $766,939.7 | $62,984.62 | 8.95% |